Reilly Financial Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Reilly Financial Advisors’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
2019 Q3	–	Sell	-125	Closed	-$3K	–	937
2019 Q2	$3K	Hold	125	–	–	﹤0.01%	841
2019 Q1	$3K	Buy	+125	New	+$7.87K	﹤0.01%	860
2018 Q4	–	Sell	-125	Closed	-$3K	–	987
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	906
2018 Q2	$3K	Hold	125	–	–	﹤0.01%	887
2018 Q1	$3K	Buy	+125	New	+$8.05K	﹤0.01%	847

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RJFSA

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

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's JPME Position: Q3 2019 in Review

Reilly Financial Advisors sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2019, closing a stake of 125 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in JPME in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 31 funds tracked by Wall St. Rank hold JPME as of Q3 2019.

Reilly Financial Advisors reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 125 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2019, an estimated $3K.
Reilly Financial Advisors first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2018 and held it in 5 quarters.
Reilly Financial Advisors's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $3K in Q2 2019.
31 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2019.

Based on Reilly Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.