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Stone House Investment Management’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Stone House Investment Management’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,677
Closed -$51K – 125
2019
Q1 		$51K Buy
+1,677
New +$49.8K 0.03% 93

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FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stone House Investment Management sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q2 2019, closing a stake of 1,677 shares — an estimated $51K sold.

Stone House Investment Management first reported a position in JPSE in Q1 2019 and held it in 1 quarter. The position peaked at $51K in Q1 2019. 32 funds tracked by Wall St. Rank hold JPSE as of Q2 2019.

  • Stone House Investment Management reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 1,677 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q2 2019, an estimated $51K.
  • Stone House Investment Management first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $51K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q2 2019.

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