AP
JPUS

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

Appleton 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
2018
Q1 		– Sell
-4,790
Closed -$338K – 262
2017
Q4 		$338K Buy
4,790
+115
+2% +$7.99K 0.05% 207
2017
Q3 		$315K Buy
4,675
+585
+14% +$38.6K 0.05% 193
2017
Q2 		$267K Buy
4,090
+180
+5% +$11.6K 0.04% 210
2017
Q1 		$247K Buy
+3,910
New +$241K 0.05% 206

Other funds holding JPUS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Appleton Partners's JPUS Position: Q1 2018 in Review

Appleton Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2018, closing a stake of 4,790 shares — an estimated $338K sold.

Appleton Partners first reported a position in JPUS in Q1 2017 and held it in 4 quarters. The position peaked at $338K in Q4 2017. 59 funds tracked by Wall St. Rank hold JPUS as of Q1 2018.

  • Appleton Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Appleton Partners sold 4,790 JPMorgan Diversified Return US Equity ETF shares in Q1 2018, an estimated $338K.
  • Appleton Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and held it in 4 quarters.
  • Appleton Partners's JPMorgan Diversified Return US Equity ETF position peaked at $338K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2018.

Based on Appleton Partners's 13F filing for Q1 2018, filed 11 Apr 2018.