CF
JPUS

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
+61,702
+1,298% +$4.55M 0.78% 26
2019
Q1 		$65K Buy
4,753
+783
+20% +$55.4K 0.38% 57
2018
Q4 		$61 Buy
3,970
+3,910
+6,517% +$273K 0.44% 55
2018
Q3 		$4.44K Sell
60
-55,956
-100% -$4.13M 0.8% 27
2018
Q2 		$3.98M Buy
+56,016
New +$3.96M 0.55% 42

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.