Ameritas Investment Company’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Ameritas Investment Company’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
2021 Q3	$215K	Buy	2,239 +214	+11%	+$21.1K	0.01%	657
2021 Q2	$213K	Buy	+2,025	New	+$194K	0.01%	688
2020 Q2	–	Sell	-1,923	Closed	-$113K	–	1008
2020 Q1	$113K	Buy	+1,923	New	+$141K	0.02%	470
2019 Q4	–	Sell	-1,806	Closed	-$137K	–	1189
2019 Q3	$137K	Buy	+1,806	New	+$136K	0.03%	403
2019 Q1	–	Sell	-11	Closed	-$1K	–	1427
2018 Q4	$1K	Buy	+11	New	+$768	﹤0.01%	1437

Other funds holding JPUS

MWM

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

LexAurum Advisors Overland Park, Kansas $866M AUM

Ameritas Investment Company's JPUS Position: Q3 2021 in Review

Ameritas Investment Company increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 11% in Q3 2021, buying an estimated $21.1K and bringing the position to 2,239 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #657.

Ameritas Investment Company first reported a position in JPUS in Q4 2018 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2021.

Ameritas Investment Company held 2,239 shares of JPMorgan Diversified Return US Equity ETF worth $215K as of Q3 2021.
Ameritas Investment Company bought 214 JPMorgan Diversified Return US Equity ETF shares in Q3 2021, an estimated $21.1K.
JPMorgan Diversified Return US Equity ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #657 holding.
Ameritas Investment Company first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.