Valley National Advisers’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Valley National Advisers’s Portfolio JPME Stock Details JPME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500	Closed	-$13K	–	792
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	452
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	451
2018 Q4	$13K	Hold	500	–	–	﹤0.01%	419
2018 Q3	$13K	Hold	500	–	–	﹤0.01%	412
2018 Q2	$13K	Hold	500	–	–	0.01%	392
2018 Q1	$13K	Hold	500	–	–	﹤0.01%	378
2017 Q4	$14K	Hold	500	–	–	﹤0.01%	374
2017 Q3	$13K	Hold	500	–	–	﹤0.01%	377
2017 Q2	$13K	Hold	500	–	–	﹤0.01%	376
2017 Q1	$14K	Hold	500	–	–	0.01%	358
2016 Q4	$13K	Buy	+500	New	+$26.7K	0.01%	379

Other funds holding JPME

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valley National Advisers's JPME Position: Q3 2019 in Review

Valley National Advisers sold out of JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q3 2019, closing a stake of 500 shares — an estimated $13K sold.

Valley National Advisers first reported a position in JPME in Q4 2016 and held it in 11 quarters. The position peaked at $14K in Q4 2017. 31 funds tracked by Wall St. Rank hold JPME as of Q3 2019.

Valley National Advisers reported no remaining JPMorgan Diversified Return US Mid Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
Valley National Advisers sold 500 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q3 2019, an estimated $13K.
Valley National Advisers first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q4 2016 and held it in 11 quarters.
Valley National Advisers's JPMorgan Diversified Return US Mid Cap Equity ETF position peaked at $14K in Q4 2017.
31 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q3 2019.

Based on Valley National Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.