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	$3.64M	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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.