SimpliFi Inc’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

SimpliFi Inc’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
2022 Q3	–	Sell	-9,963	Closed	-$314K	–	31
2022 Q2	$314K	Buy	9,963 +57	+0.6%	+$1.93K	0.16%	26
2022 Q1	$347K	Buy	9,906 +947	+11%	+$32.1K	0.16%	27
2021 Q4	$306K	Buy	+8,959	New	+$296K	0.13%	29

SimpliFi Inc's JDIV Position: Q3 2022 in Review

SimpliFi Inc sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 9,963 shares — an estimated $314K sold.

SimpliFi Inc first reported a position in JDIV in Q4 2021 and held it in 3 quarters. The position peaked at $347K in Q1 2022. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

SimpliFi Inc reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
SimpliFi Inc sold 9,963 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $314K.
SimpliFi Inc first reported a position in JPMorgan U.S. Dividend ETF in Q4 2021 and held it in 3 quarters.
SimpliFi Inc's JPMorgan U.S. Dividend ETF position peaked at $347K in Q1 2022.
0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on SimpliFi Inc's 13F filing for Q3 2022, filed 18 Oct 2022.