SHIM
JPHF

Stone House Investment Management’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Stone House Investment Management’s Portfolio JPHF Stock Details JPHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,082
Closed -$101K – 221
2019
Q1 		$101K Buy
+4,082
New +$101K 0.05% 60

Other funds holding JPHF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stone House Investment Management's JPHF Position: Q2 2019 in Review

Stone House Investment Management sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q2 2019, closing a stake of 4,082 shares — an estimated $101K sold.

Stone House Investment Management first reported a position in JPHF in Q1 2019 and held it in 1 quarter. The position peaked at $101K in Q1 2019. 25 funds tracked by Wall St. Rank hold JPHF as of Q2 2019.

  • Stone House Investment Management reported no remaining JPMorgan Diversified Alternatives ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 4,082 JPMorgan Diversified Alternatives ETF shares in Q2 2019, an estimated $101K.
  • Stone House Investment Management first reported a position in JPMorgan Diversified Alternatives ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's JPMorgan Diversified Alternatives ETF position peaked at $101K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.