AUB
JPUS

Atlantic Union Bankshares’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Atlantic Union Bankshares’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
Q2 		– Sell
-6,866
Closed -$502K – 265
2019
Q1 		$502K Buy
+6,866
New +$485K 0.14% 94

Other funds holding JPUS

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Atlantic Union Bankshares's JPUS Position: Q2 2019 in Review

Atlantic Union Bankshares sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 6,866 shares — an estimated $502K sold.

Atlantic Union Bankshares first reported a position in JPUS in Q1 2019 and held it in 1 quarter. The position peaked at $502K in Q1 2019. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

  • Atlantic Union Bankshares reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Atlantic Union Bankshares sold 6,866 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $502K.
  • Atlantic Union Bankshares first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and held it in 1 quarter.
  • Atlantic Union Bankshares's JPMorgan Diversified Return US Equity ETF position peaked at $502K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on Atlantic Union Bankshares's 13F filing for Q2 2019, filed 23 Jul 2019.