Lincoln National Corp’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Lincoln National Corp’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,432	Closed	-$470K	–	660
2020 Q1	$470K	Sell	9,432 -10,424	-52%	-$669K	0.02%	348
2019 Q4	$1.4M	Buy	19,856 +537	+3%	+$36.6K	0.05%	204
2019 Q3	$1.29M	Buy	19,319 +773	+4%	+$51.2K	0.05%	185
2019 Q2	$1.23M	Buy	18,546 +5,955	+47%	+$391K	0.05%	172
2019 Q1	$819K	Buy	+12,591	New	+$793K	0.03%	223

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lincoln National Corp's JPME Position: Q2 2020 in Review

Lincoln National Corp sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q2 2020, closing a stake of 9,432 shares — an estimated $470K sold.

Lincoln National Corp first reported a position in JPME in Q1 2019 and held it in 5 quarters. The position peaked at $1.4M in Q4 2019. 34 funds tracked by Wall St. Rank hold JPME as of Q2 2020.

Lincoln National Corp reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q2 2020 after selling out during the quarter.
Lincoln National Corp sold 9,432 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2020, an estimated $470K.
Lincoln National Corp first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2019 and held it in 5 quarters.
Lincoln National Corp's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $1.4M in Q4 2019.
34 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2020.

Based on Lincoln National Corp's 13F filing for Q2 2020, filed 31 Jul 2020.