Andrew C. Karlinski’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Andrew C. Karlinski’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 Q4	–	Sell	-848	Closed	-$73K	–	134
2022 Q3	$73K	Hold	848	–	–	0.11%	73
2022 Q2	$78K	Hold	848	–	–	0.11%	70
2022 Q1	$89K	Sell	848 -1,358	-62%	-$139K	0.16%	63
2021 Q4	$234K	Buy	+2,206	New	+$225K	0.43%	43

Other funds holding JPUS

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Andrew C. Karlinski's JPUS Position: Q4 2022 in Review

Andrew C. Karlinski sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 848 shares — an estimated $73K sold.

Andrew C. Karlinski first reported a position in JPUS in Q4 2021 and held it in 4 quarters. The position peaked at $234K in Q4 2021. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

Andrew C. Karlinski reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
Andrew C. Karlinski sold 848 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $73K.
Andrew C. Karlinski first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and held it in 4 quarters.
Andrew C. Karlinski's JPMorgan Diversified Return US Equity ETF position peaked at $234K in Q4 2021.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.