AP
JPUS icon

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

Advisor Partners’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
2020
Q1 		– Sell
-3,364
Closed -$271K – 665
2019
Q4 		$271K Buy
+3,364
New +$260K 0.03% 518

Other funds holding JPUS

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Advisor Partners's JPUS Position: Q1 2020 in Review

Advisor Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 3,364 shares — an estimated $271K sold.

Advisor Partners first reported a position in JPUS in Q4 2019 and held it in 1 quarter. The position peaked at $271K in Q4 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

  • Advisor Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Advisor Partners sold 3,364 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $271K.
  • Advisor Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 1 quarter.
  • Advisor Partners's JPMorgan Diversified Return US Equity ETF position peaked at $271K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on Advisor Partners's 13F filing for Q1 2020, filed 15 May 2020.