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Western Wealth Management’s JPMorgan International Growth ETF JIG Stock Holding History

Western Wealth Management’s Portfolio JIG Stock Details JIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,442
Closed -$255K – 705
2022
Q3 		$255K Buy
5,442
+428
+9% +$22.5K 0.01% 674
2022
Q2 		$256K Buy
+5,014
New +$277K 0.01% 660

Other funds holding JIG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SI
Saxon Interests Houston, Texas $290M AUM 19.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Wealth Management's JIG Position: Q4 2022 in Review

Western Wealth Management sold out of JPMorgan International Growth ETF (JIG) in Q4 2022, closing a stake of 5,442 shares — an estimated $255K sold.

Western Wealth Management first reported a position in JIG in Q2 2022 and held it in 2 quarters. The position peaked at $256K in Q2 2022. 26 funds tracked by Wall St. Rank hold JIG as of Q4 2022.

  • Western Wealth Management reported no remaining JPMorgan International Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 5,442 JPMorgan International Growth ETF shares in Q4 2022, an estimated $255K.
  • Western Wealth Management first reported a position in JPMorgan International Growth ETF in Q2 2022 and held it in 2 quarters.
  • Western Wealth Management's JPMorgan International Growth ETF position peaked at $256K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.