OneDigital Investment Advisors’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

OneDigital Investment Advisors’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
2017 Q4	–	Sell	-78	Closed	-$5K	–	1292
2017 Q3	$5K	Sell	78 -2,779	-97%	-$163K	﹤0.01%	900
2017 Q2	$164K	Buy	+2,857	New	+$161K	0.05%	225

Other funds holding JPGE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OneDigital Investment Advisors's JPGE Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2017, closing a stake of 78 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in JPGE in Q2 2017 and held it in 2 quarters. The position peaked at $164K in Q2 2017. 26 funds tracked by Wall St. Rank hold JPGE as of Q4 2017.

OneDigital Investment Advisors reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q4 2017 after selling out during the quarter.
OneDigital Investment Advisors sold 78 JPMorgan Diversified Return Global Equity ETF shares in Q4 2017, an estimated $5K.
OneDigital Investment Advisors first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2017 and held it in 2 quarters.
OneDigital Investment Advisors's JPMorgan Diversified Return Global Equity ETF position peaked at $164K in Q2 2017.
26 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.