WAS
JPHF

Wealth Advisory Solutions’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

Wealth Advisory Solutions’s Portfolio JPHF Stock Details JPHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,396
Closed -$235K – 194
2020
Q1 		$235K Sell
12,396
-2,068
-14% -$45.9K 0.08% 140
2019
Q4 		$341K Buy
+14,464
New +$358K 0.09% 138

Wealth Advisory Solutions's JPHF Position: Q2 2020 in Review

Wealth Advisory Solutions sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q2 2020, closing a stake of 12,396 shares — an estimated $235K sold.

Wealth Advisory Solutions first reported a position in JPHF in Q4 2019 and held it in 2 quarters. The position peaked at $341K in Q4 2019. 0 funds tracked by Wall St. Rank hold JPHF as of Q2 2020.

  • Wealth Advisory Solutions reported no remaining JPMorgan Diversified Alternatives ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 12,396 JPMorgan Diversified Alternatives ETF shares in Q2 2020, an estimated $235K.
  • Wealth Advisory Solutions first reported a position in JPMorgan Diversified Alternatives ETF in Q4 2019 and held it in 2 quarters.
  • Wealth Advisory Solutions's JPMorgan Diversified Alternatives ETF position peaked at $341K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q2 2020.

Based on Wealth Advisory Solutions's 13F filing for Q2 2020, filed 23 Dec 2020.