RPg Family Wealth Advisory’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

RPg Family Wealth Advisory’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-95,502	Closed	-$2.67M	–	298
2019 Q4	$2.67M	Buy	+95,502	New	+$2.6M	1.54%	23

Other funds holding JDIV

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFSIG

San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

RPg Family Wealth Advisory's JDIV Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q1 2020, closing a stake of 95,502 shares — an estimated $2.67M sold.

RPg Family Wealth Advisory first reported a position in JDIV in Q4 2019 and held it in 1 quarter. The position peaked at $2.67M in Q4 2019. 12 funds tracked by Wall St. Rank hold JDIV as of Q1 2020.

RPg Family Wealth Advisory reported no remaining JPMorgan U.S. Dividend ETF position as of Q1 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 95,502 JPMorgan U.S. Dividend ETF shares in Q1 2020, an estimated $2.67M.
RPg Family Wealth Advisory first reported a position in JPMorgan U.S. Dividend ETF in Q4 2019 and held it in 1 quarter.
RPg Family Wealth Advisory's JPMorgan U.S. Dividend ETF position peaked at $2.67M in Q4 2019.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.