Northwestern Mutual Wealth Management
JPGE

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

Northwestern Mutual 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
2019
Q3 		– Sell
-40
Closed -$2K – 2788
2019
Q2 		$2K Buy
+40
New +$2.38K ﹤0.01% 2376

Other funds holding JPGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPGE Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q3 2019, closing a stake of 40 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in JPGE in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 42 funds tracked by Wall St. Rank hold JPGE as of Q3 2019.

  • Northwestern Mutual Wealth Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 40 JPMorgan Diversified Return Global Equity ETF shares in Q3 2019, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2019 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's JPMorgan Diversified Return Global Equity ETF position peaked at $2K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.