BCI
JPUS

Brinker Capital Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Brinker Capital Investments’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
Q3 		– Sell
-19
Closed -$1K – 669
2018
Q2 		$1K Buy
+19
New +$1.34K ﹤0.01% 589
2018
Q1 		– Sell
-7
Closed – – 563
2017
Q4 		$0 Buy
+7
New +$486 ﹤0.01% 559

Other funds holding JPUS

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Brinker Capital Investments's JPUS Position: Q3 2018 in Review

Brinker Capital Investments sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2018, closing a stake of 19 shares — an estimated $1K sold.

Brinker Capital Investments first reported a position in JPUS in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 73 funds tracked by Wall St. Rank hold JPUS as of Q3 2018.

  • Brinker Capital Investments reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Brinker Capital Investments sold 19 JPMorgan Diversified Return US Equity ETF shares in Q3 2018, an estimated $1K.
  • Brinker Capital Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 2 quarters.
  • Brinker Capital Investments's JPMorgan Diversified Return US Equity ETF position peaked at $1K in Q2 2018.
  • 73 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2018.

Based on Brinker Capital Investments's 13F filing for Q3 2018, filed 13 Nov 2018.