5L
JPUS

55I LLC’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

55I LLC’s Portfolio JPUS Stock Details JPUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.28M Buy
26,657
+5,581
+26% +$530K 0.06% 173
2022
Q2 		$1.93M Buy
21,076
+1,016
+5% +$101K 0.05% 179
2022
Q1 		$2.1M Buy
20,060
+17,196
+600% +$1.75M 0.05% 181
2021
Q4 		$304K Buy
+2,864
New +$292K 0.01% 416

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

55I LLC's JPUS Position: Q3 2022 in Review

55I LLC increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 26% in Q3 2022, buying an estimated $530K and bringing the position to 26,657 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #173.

55I LLC first reported a position in JPUS in Q4 2021 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

  • 55I LLC held 26,657 shares of JPMorgan Diversified Return US Equity ETF worth $2.28M as of Q3 2022.
  • 55I LLC bought 5,581 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $530K.
  • JPMorgan Diversified Return US Equity ETF made up 0.06% of 55I LLC's portfolio in Q3 2022, its #173 holding.
  • 55I LLC first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.