BAMG
JPUS

Brand Asset Management Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Brand Asset Management Group’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
2019
Q1 		– Sell
-80
Closed -$5K – 313
2018
Q4 		$5K Buy
+80
New +$5.58K ﹤0.01% 196

Other funds holding JPUS

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Brand Asset Management Group's JPUS Position: Q1 2019 in Review

Brand Asset Management Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2019, closing a stake of 80 shares — an estimated $5K sold.

Brand Asset Management Group first reported a position in JPUS in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 78 funds tracked by Wall St. Rank hold JPUS as of Q1 2019.

  • Brand Asset Management Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2019 after selling out during the quarter.
  • Brand Asset Management Group sold 80 JPMorgan Diversified Return US Equity ETF shares in Q1 2019, an estimated $5K.
  • Brand Asset Management Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 1 quarter.
  • Brand Asset Management Group's JPMorgan Diversified Return US Equity ETF position peaked at $5K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2019.

Based on Brand Asset Management Group's 13F filing for Q1 2019, filed 25 Apr 2019.