Capital Analysts LLC’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Capital Analysts LLC’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 Q2	–	Sell	-2,415	Closed	-$220K	–	1021
2021 Q1	$220K	Buy	2,415 +285	+13%	+$24.9K	0.02%	325
2020 Q4	$178K	Hold	2,130	–	–	0.02%	253
2020 Q3	$158K	Sell	2,130 -74	-3%	-$5.45K	0.02%	265
2020 Q2	$153K	Buy	2,204 +82	+4%	+$5.46K	0.02%	240
2020 Q1	$124K	Buy	2,122 +120	+6%	+$8.8K	0.02%	237
2019 Q4	$159K	Hold	2,002	–	–	0.02%	251
2019 Q3	$151K	Sell	2,002 -1,314	-40%	-$98.7K	0.02%	239
2019 Q2	$248K	Buy	3,316 +1,769	+114%	+$131K	0.03%	208
2019 Q1	$113K	Buy	1,547 +101	+7%	+$7.14K	0.01%	255
2018 Q4	$94K	Hold	1,446	–	–	0.01%	245
2018 Q3	$108K	Buy	1,446 +129	+10%	+$9.52K	0.01%	241
2018 Q2	$94K	Buy	1,317 +950	+259%	+$67.1K	0.01%	256
2018 Q1	$26K	Buy	+367	New	+$26.2K	﹤0.01%	367

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Capital Analysts LLC's JPUS Position: Q2 2021 in Review

Capital Analysts LLC sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2021, closing a stake of 2,415 shares — an estimated $220K sold.

Capital Analysts LLC first reported a position in JPUS in Q1 2018 and held it in 13 quarters. The position peaked at $248K in Q2 2019. 75 funds tracked by Wall St. Rank hold JPUS as of Q2 2021.

Capital Analysts LLC reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2021 after selling out during the quarter.
Capital Analysts LLC sold 2,415 JPMorgan Diversified Return US Equity ETF shares in Q2 2021, an estimated $220K.
Capital Analysts LLC first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and held it in 13 quarters.
Capital Analysts LLC's JPMorgan Diversified Return US Equity ETF position peaked at $248K in Q2 2019.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.