Capital Asset Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-61
Closed -$5K 449
2022
Q3
$5K Hold
61
﹤0.01% 409
2022
Q2
$6K Buy
+61
New +$6.04K ﹤0.01% 496
2021
Q1
Sell
-207
Closed -$17K 1088
2020
Q4
$17K Buy
+207
New +$16.5K ﹤0.01% 919

Other funds holding JPUS

Capital Asset Advisory Services's JPUS Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 61 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in JPUS in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q4 2020. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

  • Capital Asset Advisory Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 61 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2020 and held it in 3 quarters.
  • Capital Asset Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $17K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.