BOK Financial’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

BOK Financial’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
2018 Q4	–	Sell	-3,010	Closed	-$225K	–	915
2018 Q3	$225K	Hold	3,010	–	–	0.01%	854
2018 Q2	$214K	Buy	+3,010	New	+$213K	0.01%	858

Other funds holding JPUS

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

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

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

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

BOK Financial's JPUS Position: Q4 2018 in Review

BOK Financial sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2018, closing a stake of 3,010 shares — an estimated $225K sold.

BOK Financial first reported a position in JPUS in Q2 2018 and held it in 2 quarters. The position peaked at $225K in Q3 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q4 2018.

BOK Financial reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2018 after selling out during the quarter.
BOK Financial sold 3,010 JPMorgan Diversified Return US Equity ETF shares in Q4 2018, an estimated $225K.
BOK Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 2 quarters.
BOK Financial's JPMorgan Diversified Return US Equity ETF position peaked at $225K in Q3 2018.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2018.

Based on BOK Financial's 13F filing for Q4 2018, filed 13 Feb 2019.