UCFA
JPGE

United Capital Financial Advisors’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

United Capital Financial Advisors’s Portfolio JPGE Stock Details JPGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-81,773
Closed -$5.09M – 1411
2019
Q4 		$5.09M Sell
81,773
-17,288
-17% -$1.05M 0.03% 419
2019
Q3 		$5.87M Sell
99,061
-11,769
-11% -$692K 0.04% 375
2019
Q2 		$6.6M Buy
+110,830
New +$6.58M 0.04% 368

Other funds holding JPGE

UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JWBC
John W. Brooker & Co Oakland, California $82.8M AUM 15.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

United Capital Financial Advisors's JPGE Position: Q1 2020 in Review

United Capital Financial Advisors sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2020, closing a stake of 81,773 shares — an estimated $5.09M sold.

United Capital Financial Advisors first reported a position in JPGE in Q2 2019 and held it in 3 quarters. The position peaked at $6.6M in Q2 2019. 34 funds tracked by Wall St. Rank hold JPGE as of Q1 2020.

  • United Capital Financial Advisors reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 81,773 JPMorgan Diversified Return Global Equity ETF shares in Q1 2020, an estimated $5.09M.
  • United Capital Financial Advisors first reported a position in JPMorgan Diversified Return Global Equity ETF in Q2 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's JPMorgan Diversified Return Global Equity ETF position peaked at $6.6M in Q2 2019.
  • 34 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.