Pacific Financial Group’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Pacific Financial Group’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	-313,540	Closed	-$10.2M	–	67
2019 Q4	$10.2M	Buy	313,540 +231,446	+282%	+$7.23M	1.01%	24
2019 Q3	$2.53M	Sell	82,094 -51,711	-39%	-$1.57M	0.27%	40
2019 Q2	$4.06M	Buy	133,805 +142	+0.1%	+$4.34K	0.49%	31
2019 Q1	$4.05M	Sell	133,663 -165,069	-55%	-$4.91M	0.49%	31
2018 Q4	$8.02M	Buy	+298,732	New	+$8.82M	1.27%	21

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 $1.75B AUM 18.02% 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 $392M AUM 21.9% 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

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

Pacific Financial Group sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2020, closing a stake of 313,540 shares — an estimated $10.2M sold.

Pacific Financial Group first reported a position in JPSE in Q4 2018 and held it in 5 quarters. The position peaked at $10.2M in Q4 2019. 39 funds tracked by Wall St. Rank hold JPSE as of Q1 2020.

Pacific Financial Group reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 313,540 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2020, an estimated $10.2M.
Pacific Financial Group first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q4 2018 and held it in 5 quarters.
Pacific Financial Group's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $10.2M 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 Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.