SWP
JPSE icon

Strategic Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-844
Closed -$27K – 671
2018
Q2 		$27K Buy
+844
New +$25.8K 0.02% 331

Other funds holding JPSE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Wealth Partners's JPSE Position: Q3 2018 in Review

Strategic Wealth Partners sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q3 2018, closing a stake of 844 shares — an estimated $27K sold.

Strategic Wealth Partners first reported a position in JPSE in Q2 2018 and held it in 1 quarter. The position peaked at $27K in Q2 2018. 24 funds tracked by Wall St. Rank hold JPSE as of Q3 2018.

  • Strategic Wealth Partners reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 844 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q3 2018, an estimated $27K.
  • Strategic Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $27K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.