Cary Street Partners Investment Advisory’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q2	–	Sell	-500	Closed	-$47.8K	–	1770
2023 Q1	$47.8K	Hold	500	–	–	﹤0.01%	753
2022 Q4	$47.4K	Buy	+500	New	+$47K	﹤0.01%	762

Other funds holding JPUS

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

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's JPUS Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2023, closing a stake of 500 shares — an estimated $47.8K sold.

Cary Street Partners Investment Advisory first reported a position in JPUS in Q4 2022 and held it in 2 quarters. The position peaked at $47.8K in Q1 2023. 74 funds tracked by Wall St. Rank hold JPUS as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 500 JPMorgan Diversified Return US Equity ETF shares in Q2 2023, an estimated $47.8K.
Cary Street Partners Investment Advisory first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's JPMorgan Diversified Return US Equity ETF position peaked at $47.8K in Q1 2023.
74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.