AG
JPUS

Advisor Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Advisor Group’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
2019
Q4 		$1.32M Sell
16,557
-26,586
-62% -$2.05M 0.01% 1034
2019
Q3 		$3.28M Sell
43,143
-11,862
-22% -$891K 0.02% 569
2019
Q2 		$4.12M Buy
55,005
+1,720
+3% +$127K 0.03% 465
2019
Q1 		$3.9M Buy
53,285
+991
+2% +$70.1K 0.03% 452
2018
Q4 		$3.39M Buy
52,294
+3,531
+7% +$246K 0.03% 428
2018
Q3 		$3.63M Buy
48,763
+15,948
+49% +$1.18M 0.04% 430
2018
Q2 		$2.33M Sell
32,815
-110
-0.3% -$7.77K 0.03% 497
2018
Q1 		$2.29M Buy
32,925
+1,769
+6% +$126K 0.03% 505
2017
Q4 		$2.2M Buy
31,156
+29,732
+2,088% +$2.06M 0.03% 527
2017
Q3 		$96K Buy
1,424
+250
+21% +$16.5K ﹤0.01% 2444
2017
Q2 		$77K Buy
1,174
+54
+5% +$3.47K ﹤0.01% 2517
2017
Q1 		$71K Buy
+1,120
New +$69.2K ﹤0.01% 2425

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's JPUS Position: Q4 2019 in Review

Advisor Group reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 62% in Q4 2019, selling an estimated $2.05M and leaving 16,557 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1034.

Advisor Group first reported a position in JPUS in Q1 2017 and has held it in 12 quarters since. The position peaked at $4.12M in Q2 2019. 98 funds tracked by Wall St. Rank hold JPUS as of Q4 2019.

  • Advisor Group held 16,557 shares of JPMorgan Diversified Return US Equity ETF worth $1.32M as of Q4 2019.
  • Advisor Group sold 26,586 JPMorgan Diversified Return US Equity ETF shares in Q4 2019, an estimated $2.05M.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1034 holding.
  • Advisor Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and has held it in 12 quarters since.
  • Advisor Group's JPMorgan Diversified Return US Equity ETF position peaked at $4.12M in Q2 2019.
  • 98 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.