ACM
JPUS

Avalon Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Avalon Capital Management’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
2020
Q1 		– Sell
-63,915
Closed -$5.09M – 29
2019
Q4 		$5.09M Buy
+63,915
New +$4.94M 6.19% 6

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Avalon Capital Management's JPUS Position: Q1 2020 in Review

Avalon Capital Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 63,915 shares — an estimated $5.09M sold.

Avalon Capital Management first reported a position in JPUS in Q4 2019 and held it in 1 quarter. The position peaked at $5.09M in Q4 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

  • Avalon Capital Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Avalon Capital Management sold 63,915 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $5.09M.
  • Avalon Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 1 quarter.
  • Avalon Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $5.09M in Q4 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on Avalon Capital Management's 13F filing for Q1 2020, filed 20 Apr 2020.