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

Opes 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
2018 Q4	$2.14M	Buy	+39,294	New	+$2.25M	1.53%	19

Other funds holding JPGE

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

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

RJFSA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BFG

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

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

Opes Advisors's JPGE Position: Q4 2018 in Review

Opes Advisors opened a new position in JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2018: 39,294 shares worth $2.14M. The stake represents 1.53% of the portfolio and ranks #19 among its holdings.

38 funds tracked by Wall St. Rank hold JPGE as of Q4 2018.

Opes Advisors held 39,294 shares of JPMorgan Diversified Return Global Equity ETF worth $2.14M as of Q4 2018.
JPMorgan Diversified Return Global Equity ETF was a new Opes Advisors position in Q4 2018.
JPMorgan Diversified Return Global Equity ETF made up 1.53% of Opes Advisors's portfolio in Q4 2018, its #19 holding.
38 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.