LPL Financial’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-4,375
Closed -$209K 3545
2020
Q1
$209K Sell
4,375
-4,890
-53% -$280K ﹤0.01% 2776
2019
Q4
$576K Buy
9,265
+177
+2% +$10.8K ﹤0.01% 2249
2019
Q3
$539K Sell
9,088
-442
-5% -$26K ﹤0.01% 2204
2019
Q2
$567K Buy
9,530
+187
+2% +$11.1K ﹤0.01% 2187
2019
Q1
$554K Buy
9,343
+2,794
+43% +$162K ﹤0.01% 2155
2018
Q4
$356K Buy
+6,549
New +$374K ﹤0.01% 2327

LPL Financial's JPGE Position: Q2 2020 in Review

LPL Financial sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 4,375 shares — an estimated $209K sold.

LPL Financial first reported a position in JPGE in Q4 2018 and held it in 6 quarters. The position peaked at $576K in Q4 2019. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

  • LPL Financial reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
  • LPL Financial sold 4,375 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $209K.
  • LPL Financial first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2018 and held it in 6 quarters.
  • LPL Financial's JPMorgan Diversified Return Global Equity ETF position peaked at $576K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on LPL Financial's 13F filing for Q2 2020, filed 13 Aug 2020.