OneDigital Investment Advisors’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

OneDigital Investment Advisors’s Portfolio JPHF Stock Details JPHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,470	Closed	-$37K	–	1325
2018 Q3	$37K	Sell	1,470 -1,421	-49%	-$35.4K	0.01%	480
2018 Q2	$72K	Buy	2,891 +1,982	+218%	+$50.1K	0.02%	406
2018 Q1	$23K	Buy	909 +384	+73%	+$9.89K	0.01%	771
2017 Q4	$14K	Buy	525 +420	+400%	+$11K	﹤0.01%	914
2017 Q3	$3K	Sell	105 -420	-80%	-$10.9K	﹤0.01%	965
2017 Q2	$14K	Buy	+525	New	+$13.7K	﹤0.01%	869

Other funds holding JPHF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCI

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

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

OneDigital Investment Advisors's JPHF Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q4 2018, closing a stake of 1,470 shares — an estimated $37K sold.

OneDigital Investment Advisors first reported a position in JPHF in Q2 2017 and held it in 6 quarters. The position peaked at $72K in Q2 2018. 29 funds tracked by Wall St. Rank hold JPHF as of Q4 2018.

OneDigital Investment Advisors reported no remaining JPMorgan Diversified Alternatives ETF position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 1,470 JPMorgan Diversified Alternatives ETF shares in Q4 2018, an estimated $37K.
OneDigital Investment Advisors first reported a position in JPMorgan Diversified Alternatives ETF in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's JPMorgan Diversified Alternatives ETF position peaked at $72K in Q2 2018.
29 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.