Wealthcare Advisory Partners’s JPMorgan Diversified Return Global Equity ETF JPGE Stock Holding History

Wealthcare Advisory Partners’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
2019 Q1	–	Sell	-474	Closed	-$26K	–	1304
2018 Q4	$26K	Hold	474	–	–	0.01%	580
2018 Q3	$29K	Hold	474	–	–	0.01%	586
2018 Q2	$29K	Hold	474	–	–	0.01%	582
2018 Q1	$29K	Hold	474	–	–	0.01%	520
2017 Q4	$30K	Hold	474	–	–	0.01%	458
2017 Q3	$28K	Buy	+474	New	+$27.8K	0.01%	383

Other funds holding JPGE

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Wealthcare Advisory Partners's JPGE Position: Q1 2019 in Review

Wealthcare Advisory Partners sold out of JPMorgan Diversified Return Global Equity ETF (JPGE) in Q1 2019, closing a stake of 474 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in JPGE in Q3 2017 and held it in 6 quarters. The position peaked at $30K in Q4 2017. 37 funds tracked by Wall St. Rank hold JPGE as of Q1 2019.

Wealthcare Advisory Partners reported no remaining JPMorgan Diversified Return Global Equity ETF position as of Q1 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 474 JPMorgan Diversified Return Global Equity ETF shares in Q1 2019, an estimated $26K.
Wealthcare Advisory Partners first reported a position in JPMorgan Diversified Return Global Equity ETF in Q3 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's JPMorgan Diversified Return Global Equity ETF position peaked at $30K in Q4 2017.
37 funds tracked by Wall St. Rank held JPMorgan Diversified Return Global Equity ETF as of Q1 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2019, filed 13 May 2019.