Wealthspire Advisors (New York)’s JPMorgan U.S. Dividend ETF JDIV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio JDIV Stock Details JDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-39,000	Closed	-$1.23M	–	548
2022 Q2	$1.23M	Buy	+39,000	New	+$1.32M	0.03%	191
2021 Q4	–	Sell	-39,000	Closed	-$1.24M	–	643
2021 Q3	$1.24M	Buy	+39,000	New	+$1.27M	0.03%	221

Wealthspire Advisors (New York)'s JDIV Position: Q3 2022 in Review

Wealthspire Advisors (New York) sold out of JPMorgan U.S. Dividend ETF (JDIV) in Q3 2022, closing a stake of 39,000 shares — an estimated $1.23M sold.

Wealthspire Advisors (New York) first reported a position in JDIV in Q3 2021 and held it in 2 quarters. The position peaked at $1.24M in Q3 2021. 0 funds tracked by Wall St. Rank hold JDIV as of Q3 2022.

Wealthspire Advisors (New York) reported no remaining JPMorgan U.S. Dividend ETF position as of Q3 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 39,000 JPMorgan U.S. Dividend ETF shares in Q3 2022, an estimated $1.23M.
Wealthspire Advisors (New York) first reported a position in JPMorgan U.S. Dividend ETF in Q3 2021 and held it in 2 quarters.
Wealthspire Advisors (New York)'s JPMorgan U.S. Dividend ETF position peaked at $1.24M in Q3 2021.
0 funds tracked by Wall St. Rank held JPMorgan U.S. Dividend ETF as of Q3 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2022, filed 14 Nov 2022.