Whitegate Investment Counselors’s JPMorgan International Growth ETF JIG Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-8,158	Closed	-$620K	–	134
2021 Q3	$620K	Buy	8,158 +311	+4%	+$24.6K	0.09%	144
2021 Q2	$613K	Buy	7,847 +25	+0.3%	+$1.9K	0.09%	148
2021 Q1	$568K	Buy	7,822 +67	+0.9%	+$5.07K	0.09%	144
2020 Q4	$564K	Buy	7,755 +3,255	+72%	+$221K	0.09%	141
2020 Q3	$289K	Buy	+4,500	New	+$280K	0.05%	170

Other funds holding JIG

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Whitegate Investment Counselors's JIG Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of JPMorgan International Growth ETF (JIG) in Q4 2021, closing a stake of 8,158 shares — an estimated $620K sold.

Whitegate Investment Counselors first reported a position in JIG in Q3 2020 and held it in 5 quarters. The position peaked at $620K in Q3 2021. 32 funds tracked by Wall St. Rank hold JIG as of Q4 2021.

Whitegate Investment Counselors reported no remaining JPMorgan International Growth ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 8,158 JPMorgan International Growth ETF shares in Q4 2021, an estimated $620K.
Whitegate Investment Counselors first reported a position in JPMorgan International Growth ETF in Q3 2020 and held it in 5 quarters.
Whitegate Investment Counselors's JPMorgan International Growth ETF position peaked at $620K in Q3 2021.
32 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.