MCC
JDIV

Money Concepts Capital’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Money Concepts Capital’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
2022
Q2 		– Sell
-2,987
Closed -$105K – 2815
2022
Q1 		$105K Buy
+2,987
New +$101K 0.01% 973

Other funds holding JDIV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Money Concepts Capital's JDIV Position: Q2 2022 in Review

Money Concepts Capital sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q2 2022, closing a stake of 2,987 shares — an estimated $105K sold.

Money Concepts Capital first reported a position in JDIV in Q1 2022 and held it in 1 quarter. The position peaked at $105K in Q1 2022. 25 funds tracked by Wall St. Rank hold JDIV as of Q2 2022.

  • Money Concepts Capital reported no remaining JPMorgan U.S. Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Money Concepts Capital sold 2,987 JPMorgan U.S. Dividend ETF shares in Q2 2022, an estimated $105K.
  • Money Concepts Capital first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Money Concepts Capital's JPMorgan U.S. Dividend ETF position peaked at $105K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.