Mission Wealth Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Mission Wealth Management’s Portfolio JPGE Stock Details JPGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,396	Closed	-$210K	–	348
2020 Q1	$210K	Buy	4,396 +113	+3%	+$6.46K	0.02%	276
2019 Q4	$266K	Buy	4,283 +69	+2%	+$4.2K	0.03%	275
2019 Q3	$250K	Buy	4,214 +126	+3%	+$7.41K	0.03%	271
2019 Q2	$243K	Sell	4,088 -135	-3%	-$8.02K	0.03%	268
2019 Q1	$251K	Buy	+4,223	New	+$245K	0.03%	261

Mission Wealth Management's JPGE Position: Q2 2020 in Review

Mission Wealth Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 4,396 shares — an estimated $210K sold.

Mission Wealth Management first reported a position in JPGE in Q1 2019 and held it in 5 quarters. The position peaked at $266K in Q4 2019. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

Mission Wealth Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
Mission Wealth Management sold 4,396 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $210K.
Mission Wealth Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q1 2019 and held it in 5 quarters.
Mission Wealth Management's JPMorgan Diversified Return Global Equity ETF position peaked at $266K in Q4 2019.
0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on Mission Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.