San Francisco Sentry Investment Group’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
-600
Closed -$29K 929
2020
Q1
$29K Hold
600
0.02% 347
2019
Q4
$37K Hold
600
0.02% 412
2019
Q3
$36K Hold
600
0.02% 415
2019
Q2
$36K Hold
600
0.02% 416
2019
Q1
$36K Hold
600
0.02% 433
2018
Q4
$33K Hold
600
0.02% 420
2018
Q3
$37K Hold
600
0.01% 432
2018
Q2
$36K Hold
600
0.01% 422
2018
Q1
$37K Hold
600
0.01% 495
2017
Q4
$38K Hold
600
0.01% 483
2017
Q3
$36K Hold
600
0.01% 476
2017
Q2
$34K Buy
+600
New +$33.7K 0.01% 402

San Francisco Sentry Investment Group's JPGE Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 600 shares — an estimated $29K sold.

San Francisco Sentry Investment Group first reported a position in JPGE in Q2 2017 and held it in 12 quarters. The position peaked at $38K in Q4 2017. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 600 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $29K.
  • San Francisco Sentry Investment Group first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2017 and held it in 12 quarters.
  • San Francisco Sentry Investment Group's JPMorgan Diversified Return Global Equity ETF position peaked at $38K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.