NFP Retirement Inc’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-7,669
Closed -$242K 238
2022
Q2
$242K Sell
7,669
-5,306
-41% -$179K 0.06% 202
2022
Q1
$455K Buy
+12,975
New +$440K 0.11% 136

NFP Retirement Inc's JDIV Position: Q3 2022 in Review

NFP Retirement Inc sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 7,669 shares — an estimated $242K sold.

NFP Retirement Inc first reported a position in JDIV in Q1 2022 and held it in 2 quarters. The position peaked at $455K in Q1 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

  • NFP Retirement Inc reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 7,669 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $242K.
  • NFP Retirement Inc first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 2 quarters.
  • NFP Retirement Inc's JPMorgan U.S. Dividend ETF position peaked at $455K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.