Pettinga Financial Advisors’s JPMorgan Managed Futures Strategy ETF JPMF Stock Holding History

Pettinga Financial Advisors’s Portfolio JPMF Stock Details JPMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-104,010	Closed	-$2.66M	–	95
2019 Q3	$2.66M	Buy	104,010 +26,660	+34%	+$668K	1.44%	14
2019 Q2	$1.99M	Buy	77,350 +45,300	+141%	+$1.09M	1.04%	20
2019 Q1	$833K	Buy	32,050 +8,600	+37%	+$202K	0.45%	37
2018 Q4	$594K	Buy	+23,450	New	+$555K	0.39%	39

Other funds holding JPMF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pettinga Financial Advisors's JPMF Position: Q4 2019 in Review

Pettinga Financial Advisors sold out of JPMorgan Managed Futures Strategy ETF (JPMF) in Q4 2019, closing a stake of 104,010 shares — an estimated $2.66M sold.

Pettinga Financial Advisors first reported a position in JPMF in Q4 2018 and held it in 4 quarters. The position peaked at $2.66M in Q3 2019. 13 funds tracked by Wall St. Rank hold JPMF as of Q4 2019.

Pettinga Financial Advisors reported no remaining JPMorgan Managed Futures Strategy ETF position as of Q4 2019 after selling out during the quarter.
Pettinga Financial Advisors sold 104,010 JPMorgan Managed Futures Strategy ETF shares in Q4 2019, an estimated $2.66M.
Pettinga Financial Advisors first reported a position in JPMorgan Managed Futures Strategy ETF in Q4 2018 and held it in 4 quarters.
Pettinga Financial Advisors's JPMorgan Managed Futures Strategy ETF position peaked at $2.66M in Q3 2019.
13 funds tracked by Wall St. Rank held JPMorgan Managed Futures Strategy ETF as of Q4 2019.

Based on Pettinga Financial Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.