OneDigital Investment Advisors’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,089	Closed	-$459K	–	603
2019 Q4	$459K	Buy	14,089 +1,105	+9%	+$34.5K	0.04%	324
2019 Q3	$393K	Buy	12,984 +2,185	+20%	+$66.3K	0.04%	323
2019 Q2	$333K	Buy	10,799 +2,803	+35%	+$85.6K	0.03%	325
2019 Q1	$242K	Buy	7,996 +98	+1%	+$2.91K	0.04%	261
2018 Q4	$212K	Buy	+7,898	New	+$233K	0.04%	253

Other funds holding JPSE

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

OneDigital Investment Advisors's JPSE Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2020, closing a stake of 14,089 shares — an estimated $459K sold.

OneDigital Investment Advisors first reported a position in JPSE in Q4 2018 and held it in 5 quarters. The position peaked at $459K in Q4 2019. 39 funds tracked by Wall St. Rank hold JPSE as of Q1 2020.

OneDigital Investment Advisors reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 14,089 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2020, an estimated $459K.
OneDigital Investment Advisors first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $459K in Q4 2019.
39 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.