SFM
JPGE

Signet Financial Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Signet Financial Management’s Portfolio JPGE Stock Details JPGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-568
Closed -$35K – 936
2018
Q3 		$35K Buy
568
+48
+9% +$2.93K 0.01% 441
2018
Q2 		$31K Buy
520
+346
+199% +$21.4K 0.01% 461
2018
Q1 		$11K Buy
+174
New +$10.9K ﹤0.01% 574

Other funds holding JPGE

TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signet Financial Management's JPGE Position: Q4 2018 in Review

Signet Financial Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q4 2018, closing a stake of 568 shares — an estimated $35K sold.

Signet Financial Management first reported a position in JPGE in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 38 funds tracked by Wall St. Rank hold JPGE as of Q4 2018.

  • Signet Financial Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 568 JPMorgan Diversified Return Global Equity ETF shares in Q4 2018, an estimated $35K.
  • Signet Financial Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q1 2018 and held it in 3 quarters.
  • Signet Financial Management's JPMorgan Diversified Return Global Equity ETF position peaked at $35K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.