San Francisco Sentry Investment Group’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,800
Closed -$53K 928
2020
Q1
$53K Hold
2,800
0.03% 281
2019
Q4
$66K Hold
2,800
0.03% 341
2019
Q3
$70K Hold
2,800
0.03% 332
2019
Q2
$68K Hold
2,800
0.03% 337
2019
Q1
$70K Buy
2,800
+800
+40% +$19.7K 0.03% 361
2018
Q4
$48K Hold
2,000
0.02% 379
2018
Q3
$50K Hold
2,000
0.02% 396
2018
Q2
$50K Hold
2,000
0.02% 392
2018
Q1
$51K Hold
2,000
0.01% 464
2017
Q4
$52K Hold
2,000
0.02% 442
2017
Q3
$52K Hold
2,000
0.02% 429
2017
Q2
$52K Buy
+2,000
New +$52.3K 0.02% 356

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

San Francisco Sentry Investment Group sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q2 2020, closing a stake of 2,800 shares — an estimated $53K sold.

San Francisco Sentry Investment Group first reported a position in JPHF in Q2 2017 and held it in 12 quarters. The position peaked at $70K in Q3 2019. 0 funds tracked by Wall St. Rank hold JPHF as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining JPMorgan Diversified Alternatives ETF position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 2,800 JPMorgan Diversified Alternatives ETF shares in Q2 2020, an estimated $53K.
  • San Francisco Sentry Investment Group first reported a position in JPMorgan Diversified Alternatives ETF in Q2 2017 and held it in 12 quarters.
  • San Francisco Sentry Investment Group's JPMorgan Diversified Alternatives ETF position peaked at $70K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q2 2020.

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