BT
JPUS

Beacon Trust’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Beacon Trust’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
2017
Q1 		$11.9M Buy
189,658
+144,932
+324% +$8.95M 1.88% 9
2016
Q4 		$2.65M Buy
+44,726
New +$2.61M 0.44% 79

Other funds holding JPUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Trust's JPUS Position: Q1 2017 in Review

Beacon Trust increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 324% in Q1 2017, buying an estimated $8.95M and bringing the position to 189,658 shares worth $11.9M. The position accounts for 1.88% of the portfolio, ranked #9.

Beacon Trust first reported a position in JPUS in Q4 2016 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold JPUS as of Q1 2017.

  • Beacon Trust held 189,658 shares of JPMorgan Diversified Return US Equity ETF worth $11.9M as of Q1 2017.
  • Beacon Trust bought 144,932 JPMorgan Diversified Return US Equity ETF shares in Q1 2017, an estimated $8.95M.
  • JPMorgan Diversified Return US Equity ETF made up 1.88% of Beacon Trust's portfolio in Q1 2017, its #9 holding.
  • Beacon Trust first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2016 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.