Bank of Montreal
JPUS

Bank of Montreal’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-562
Closed -$55K – 3884
2021
Q2 		$55K Buy
+562
New +$53.8K ﹤0.01% 3412

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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Bank of Montreal's JPUS Position: Q3 2021 in Review

Bank of Montreal sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2021, closing a stake of 562 shares — an estimated $55K sold.

Bank of Montreal first reported a position in JPUS in Q2 2021 and held it in 1 quarter. The position peaked at $55K in Q2 2021. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2021.

  • Bank of Montreal reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Bank of Montreal sold 562 JPMorgan Diversified Return US Equity ETF shares in Q3 2021, an estimated $55K.
  • Bank of Montreal first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Bank of Montreal's JPMorgan Diversified Return US Equity ETF position peaked at $55K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2021.

Based on Bank of Montreal's 13F filing for Q3 2021, filed 12 Nov 2021.