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

Reilly 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 Q3	–	Sell	-1,562	Closed	-$40K	–	1006
2019 Q2	$40K	Hold	1,562	–	–	0.01%	390
2019 Q1	$41K	Buy	+1,562	New	+$36.7K	0.01%	382
2018 Q4	–	Sell	-1,962	Closed	-$51K	–	1058
2018 Q3	$51K	Hold	1,962	–	–	0.01%	364
2018 Q2	$51K	Buy	1,962 +200	+11%	+$4.91K	0.01%	313
2018 Q1	$46K	Buy	1,762 +850	+93%	+$21.1K	0.01%	320
2017 Q4	$24K	Buy	+912	New	+$22.9K	﹤0.01%	469

Other funds holding JPMF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Reilly Financial Advisors sold out of JPMorgan Managed Futures Strategy ETF (JPMF) in Q3 2019, closing a stake of 1,562 shares — an estimated $40K sold.

Reilly Financial Advisors first reported a position in JPMF in Q4 2017 and held it in 6 quarters. The position peaked at $51K in Q3 2018. 8 funds tracked by Wall St. Rank hold JPMF as of Q3 2019.

Reilly Financial Advisors reported no remaining JPMorgan Managed Futures Strategy ETF position as of Q3 2019 after selling out during the quarter.
Reilly Financial Advisors sold 1,562 JPMorgan Managed Futures Strategy ETF shares in Q3 2019, an estimated $40K.
Reilly Financial Advisors first reported a position in JPMorgan Managed Futures Strategy ETF in Q4 2017 and held it in 6 quarters.
Reilly Financial Advisors's JPMorgan Managed Futures Strategy ETF position peaked at $51K in Q3 2018.
8 funds tracked by Wall St. Rank held JPMorgan Managed Futures Strategy ETF as of Q3 2019.

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