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

Bison Wealth’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
2022 Q3	–	Sell	-381	Closed	-$35K	–	300
2022 Q2	$35K	Hold	381	–	–	0.02%	246
2022 Q1	$40K	Hold	381	–	–	0.02%	279
2021 Q4	$40K	Hold	381	–	–	0.02%	262
2021 Q3	$37K	Hold	381	–	–	0.02%	338
2021 Q2	$37K	Hold	381	–	–	0.02%	329
2021 Q1	$35K	Buy	+381	New	+$33.3K	0.02%	336

Other funds holding JPUS

DJSG

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bison Wealth's JPUS Position: Q3 2022 in Review

Bison Wealth sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 381 shares — an estimated $35K sold.

Bison Wealth first reported a position in JPUS in Q1 2021 and held it in 6 quarters. The position peaked at $40K in Q1 2022. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

Bison Wealth reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
Bison Wealth sold 381 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $35K.
Bison Wealth first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2021 and held it in 6 quarters.
Bison Wealth's JPMorgan Diversified Return US Equity ETF position peaked at $40K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.