Centaurus Financial’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Centaurus Financial’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 Q3	–	Sell	-66,455	Closed	-$4.97M	–	521
2019 Q2	$4.97M	Buy	66,455 +1,483	+2%	+$109K	0.78%	26
2019 Q1	$4.75M	Buy	64,972 +3,972	+7%	+$281K	0.81%	25
2018 Q4	$3.97M	Buy	61,000 +1,000	+2%	+$69.8K	0.88%	26
2018 Q3	$4.44M	Buy	60,000 +3,984	+7%	+$294K	0.8%	27
2018 Q2	$3.98M	Buy	+56,016	New	+$3.96M	0.55%	42

Other funds holding JPUS

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Centaurus Financial's JPUS Position: Q3 2019 in Review

Centaurus Financial sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2019, closing a stake of 66,455 shares — an estimated $4.97M sold.

Centaurus Financial first reported a position in JPUS in Q2 2018 and held it in 5 quarters. The position peaked at $4.97M in Q2 2019. 83 funds tracked by Wall St. Rank hold JPUS as of Q3 2019.

Centaurus Financial reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2019 after selling out during the quarter.
Centaurus Financial sold 66,455 JPMorgan Diversified Return US Equity ETF shares in Q3 2019, an estimated $4.97M.
Centaurus Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 5 quarters.
Centaurus Financial's JPMorgan Diversified Return US Equity ETF position peaked at $4.97M in Q2 2019.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2019.

Based on Centaurus Financial's 13F filing for Q3 2019, filed 12 Nov 2019.