MFG
JDIV

Magnus Financial Group’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Magnus Financial Group’s Portfolio JDIV Stock Details JDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-35,602
Closed -$675K – 780
2020
Q1 		$675K Sell
35,602
-11,902
-25% -$301K 0.09% 110
2019
Q4 		$1.33M Buy
+47,504
New +$1.29M 0.19% 57

Other funds holding JDIV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnus Financial Group's JDIV Position: Q2 2020 in Review

Magnus Financial Group sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q2 2020, closing a stake of 35,602 shares — an estimated $675K sold.

Magnus Financial Group first reported a position in JDIV in Q4 2019 and held it in 2 quarters. The position peaked at $1.33M in Q4 2019. 11 funds tracked by Wall St. Rank hold JDIV as of Q2 2020.

  • Magnus Financial Group reported no remaining JPMorgan U.S. Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 35,602 JPMorgan U.S. Dividend ETF shares in Q2 2020, an estimated $675K.
  • Magnus Financial Group first reported a position in JPMorgan U.S. Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Magnus Financial Group's JPMorgan U.S. Dividend ETF position peaked at $1.33M in Q4 2019.
  • 11 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.