WP
JPHF

WealthPLAN Partners’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

WealthPLAN Partners’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
2018
Q1 		– Sell
-38,957
Closed -$1.02M – 289
2017
Q4 		$1.02M Buy
+38,957
New +$1.02M 0.27% 91

Other funds holding JPHF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return

WealthPLAN Partners's JPHF Position: Q1 2018 in Review

WealthPLAN Partners sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q1 2018, closing a stake of 38,957 shares — an estimated $1.02M sold.

WealthPLAN Partners first reported a position in JPHF in Q4 2017 and held it in 1 quarter. The position peaked at $1.02M in Q4 2017. 19 funds tracked by Wall St. Rank hold JPHF as of Q1 2018.

  • WealthPLAN Partners reported no remaining JPMorgan Diversified Alternatives ETF position as of Q1 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 38,957 JPMorgan Diversified Alternatives ETF shares in Q1 2018, an estimated $1.02M.
  • WealthPLAN Partners first reported a position in JPMorgan Diversified Alternatives ETF in Q4 2017 and held it in 1 quarter.
  • WealthPLAN Partners's JPMorgan Diversified Alternatives ETF position peaked at $1.02M in Q4 2017.
  • 19 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.