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Pacific Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Pacific Financial Group’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-116,197
Closed -$8.21M – 66
2019
Q4 		$8.21M Sell
116,197
-697
-0.6% -$47.5K 0.81% 28
2019
Q3 		$7.77M Buy
116,894
+308
+0.3% +$20.4K 0.84% 24
2019
Q2 		$7.59M Hold
116,586
– – 0.92% 23
2019
Q1 		$7.59M Sell
116,586
-4,713
-4% -$297K 0.92% 23
2018
Q4 		$6.93M Buy
+121,299
New +$7.54M 1.1% 22

Other funds holding JPME

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Pacific Financial Group's JPME Position: Q1 2020 in Review

Pacific Financial Group sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q1 2020, closing a stake of 116,197 shares — an estimated $8.21M sold.

Pacific Financial Group first reported a position in JPME in Q4 2018 and held it in 5 quarters. The position peaked at $8.21M in Q4 2019. 27 funds tracked by Wall St. Rank hold JPME as of Q1 2020.

  • Pacific Financial Group reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Pacific Financial Group sold 116,197 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q1 2020, an estimated $8.21M.
  • Pacific Financial Group first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2018 and held it in 5 quarters.
  • Pacific Financial Group's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $8.21M in Q4 2019.
  • 27 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.