Avior Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-1	Closed	-$200	–	1579
2024 Q4	$200	Buy	+1	New	+$119	﹤0.01%	2365
2020 Q3	–	Sell	-314	Closed	-$21K	–	977
2020 Q2	$21K	Buy	314 +2	+0.6%	+$133	﹤0.01%	566
2020 Q1	$18K	Buy	312 +2	+0.6%	+$147	﹤0.01%	521
2019 Q4	$24K	Buy	310 +2	+0.6%	+$154	﹤0.01%	515
2019 Q3	$23K	Buy	308 +3	+1%	+$225	﹤0.01%	511
2019 Q2	$23K	Hold	305	–	–	﹤0.01%	508
2019 Q1	$22K	Buy	305 +1	+0.3%	+$71	﹤0.01%	480
2018 Q4	$19K	Buy	+304	New	+$21.2K	﹤0.01%	527

Other funds holding JPUS

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

MWM

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Avior Wealth Management's JPUS Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2025, closing a stake of 1 share — an estimated $200 sold.

Avior Wealth Management first reported a position in JPUS in Q4 2018 and held it in 8 quarters. The position peaked at $24K in Q4 2019. 84 funds tracked by Wall St. Rank hold JPUS as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1 JPMorgan Diversified Return US Equity ETF share in Q1 2025, an estimated $200.
Avior Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 8 quarters.
Avior Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $24K in Q4 2019.
84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.