BWM
JPUS

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

Birchcreek 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
2021
Q1 		– Sell
-700
Closed -$58K – 200
2020
Q4 		$58K Buy
+700
New +$55.8K 0.06% 201

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Birchcreek Wealth Management's JPUS Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2021, closing a stake of 700 shares — an estimated $58K sold.

Birchcreek Wealth Management first reported a position in JPUS in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 69 funds tracked by Wall St. Rank hold JPUS as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 700 JPMorgan Diversified Return US Equity ETF shares in Q1 2021, an estimated $58K.
  • Birchcreek Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $58K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.