USAdvisors Wealth Management’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-113,737
Closed -$5.44M 83
2020
Q1
$5.44M Sell
113,737
-58,226
-34% -$3.33M 3.36% 13
2019
Q4
$10.7M Buy
171,963
+10,114
+6% +$616K 5.54% 5
2019
Q3
$9.59M Buy
161,849
+4,180
+3% +$246K 4.95% 7
2019
Q2
$9.39K Buy
157,669
+6,858
+5% +$407K 4.02% 9
2019
Q1
$8.95M Buy
150,811
+3,484
+2% +$202K 6.36% 7
2018
Q4
$8.01M Buy
147,327
+448
+0.3% +$25.6K 6.54% 8
2018
Q3
$9.01M Buy
146,879
+6,399
+5% +$390K 6.46% 6
2018
Q2
$8.46M Buy
140,480
+1,824
+1% +$113K 6.4% 6
2018
Q1
$8.56M Buy
138,656
+11,323
+9% +$711K 6.79% 6
2017
Q4
$7.96M Buy
+127,333
New +$7.83M 6.8% 6

USAdvisors Wealth Management's JPGE Position: Q2 2020 in Review

USAdvisors Wealth Management sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q2 2020, closing a stake of 113,737 shares — an estimated $5.44M sold.

USAdvisors Wealth Management first reported a position in JPGE in Q4 2017 and held it in 10 quarters. The position peaked at $10.7M in Q4 2019. 0 funds tracked by Wall St. Rank hold JPGE as of Q2 2020.

  • USAdvisors Wealth Management reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q2 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 113,737 JPMorgan Diversified Return Global Equity ETF shares in Q2 2020, an estimated $5.44M.
  • USAdvisors Wealth Management first reported a position in JPMorgan Diversified Return Global Equity ETF in Q4 2017 and held it in 10 quarters.
  • USAdvisors Wealth Management's JPMorgan Diversified Return Global Equity ETF position peaked at $10.7M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q2 2020.

Based on USAdvisors Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.