Sowell Financial Services’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
-122
Closed -$6K 2788
2020
Q1
$6K Sell
122
-36
-23% -$2.06K ﹤0.01% 1799
2019
Q4
$10K Buy
158
+46
+41% +$2.8K ﹤0.01% 1699
2019
Q3
$7K Buy
+112
New +$6.58K ﹤0.01% 1670
2018
Q4
Sell
-745,671
Closed -$37.6M 552
2018
Q3
$37.6M Buy
+745,671
New +$45.5M 5.46% 2

Sowell Financial Services's JPGE Position: Q2 2020 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 122 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in JPGE in Q3 2018 and held it in 4 quarters. The position peaked at $37.6M in Q3 2018. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

  • Sowell Financial Services reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 122 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $6K.
  • Sowell Financial Services first reported a position in JPMorgan Diversified Return Global Equity ETF in Q3 2018 and held it in 4 quarters.
  • Sowell Financial Services's JPMorgan Diversified Return Global Equity ETF position peaked at $37.6M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.