Atria Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Atria Investments’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 Q1	–	Sell	-31,520	Closed	-$2.64M	–	733
2020 Q4	$2.64M	Sell	31,520 -7,561	-19%	-$603K	0.06%	337
2020 Q3	$2.89M	Buy	39,081 +6,125	+19%	+$451K	0.09%	251
2020 Q2	$2.29M	Buy	32,956 +9,887	+43%	+$658K	0.08%	277
2020 Q1	$1.35M	Sell	23,069 -1,043	-4%	-$76.5K	0.1%	183
2019 Q4	$1.92M	Buy	24,112 +12,058	+100%	+$931K	0.05%	324
2019 Q3	$915K	Buy	12,054 +3,321	+38%	+$250K	0.03%	441
2019 Q2	$639K	Buy	+8,733	New	+$645K	0.02%	512

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

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

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

Atria Investments's JPUS Position: Q1 2021 in Review

Atria Investments sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2021, closing a stake of 31,520 shares — an estimated $2.64M sold.

Atria Investments first reported a position in JPUS in Q2 2019 and held it in 7 quarters. The position peaked at $2.89M in Q3 2020. 69 funds tracked by Wall St. Rank hold JPUS as of Q1 2021.

Atria Investments reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2021 after selling out during the quarter.
Atria Investments sold 31,520 JPMorgan Diversified Return US Equity ETF shares in Q1 2021, an estimated $2.64M.
Atria Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and held it in 7 quarters.
Atria Investments's JPMorgan Diversified Return US Equity ETF position peaked at $2.89M in Q3 2020.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2021.

Based on Atria Investments's 13F filing for Q1 2021, filed 11 May 2021.