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

TCWP’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 Q2	–	Sell	-142	Closed	-$4K	–	1959
2022 Q1	$4K	Buy	+142	New	+$4.82K	﹤0.01%	1160

Other funds holding JDIV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TCWP's JDIV Position: Q2 2022 in Review

TCWP sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q2 2022, closing a stake of 142 shares — an estimated $4K sold.

TCWP first reported a position in JDIV in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 25 funds tracked by Wall St. Rank hold JDIV as of Q2 2022.

TCWP reported no remaining JPMorgan U.S. Dividend ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 142 JPMorgan U.S. Dividend ETF shares in Q2 2022, an estimated $4K.
TCWP first reported a position in JPMorgan U.S. Dividend ETF in Q1 2022 and held it in 1 quarter.
TCWP's JPMorgan U.S. Dividend ETF position peaked at $4K in Q1 2022.
25 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.