Centerpoint Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Centerpoint Advisors’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
2020 Q2	–	Sell	-215	Closed	-$13K	–	285
2020 Q1	$13K	Hold	215	–	–	0.01%	133
2019 Q4	$17K	Buy	+215	New	+$16.6K	0.01%	147

Other funds holding JPUS

MWM

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

DJSG

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 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

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Centerpoint Advisors's JPUS Position: Q2 2020 in Review

Centerpoint Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 215 shares — an estimated $13K sold.

Centerpoint Advisors first reported a position in JPUS in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

Centerpoint Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
Centerpoint Advisors sold 215 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $13K.
Centerpoint Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 2 quarters.
Centerpoint Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $17K in Q4 2019.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Centerpoint Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.