Patriot Financial Group Insurance Agency’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-57
Closed -$3K 1915
2020
Q1
$3K Buy
57
+40
+235% +$2.29K ﹤0.01% 1266
2019
Q4
$1K Hold
17
﹤0.01% 1300
2019
Q3
$1K Buy
+17
New +$1K ﹤0.01% 1281

Patriot Financial Group Insurance Agency's JPGE Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 57 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in JPGE in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q1 2020. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 57 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in JPMorgan Diversified Return Global Equity ETF in Q3 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's JPMorgan Diversified Return Global Equity ETF position peaked at $3K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.