Cetera Advisor Networks’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-2,242	Closed	-$219K	–	2761
2023 Q2	$219K	Hold	2,242	–	–	﹤0.01%	2289
2023 Q1	$214K	Sell	2,242 -70	-3%	-$6.75K	﹤0.01%	2280
2022 Q4	$219K	Buy	+2,312	New	+$217K	﹤0.01%	2204
2020 Q3	–	Sell	-1,214	Closed	-$84K	–	2159
2020 Q2	$84K	Buy	+1,214	New	+$80.8K	﹤0.01%	1614

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 $8.34B AUM 19.68% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

RJFSA

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

Cetera Advisor Networks's JPUS Position: Q3 2023 in Review

Cetera Advisor Networks sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2023, closing a stake of 2,242 shares — an estimated $219K sold.

Cetera Advisor Networks first reported a position in JPUS in Q2 2020 and held it in 4 quarters. The position peaked at $219K in Q2 2023. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2023.

Cetera Advisor Networks reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisor Networks sold 2,242 JPMorgan Diversified Return US Equity ETF shares in Q3 2023, an estimated $219K.
Cetera Advisor Networks first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2020 and held it in 4 quarters.
Cetera Advisor Networks's JPMorgan Diversified Return US Equity ETF position peaked at $219K in Q2 2023.
70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2023.

Based on Cetera Advisor Networks's 13F filing for Q3 2023, filed 14 Nov 2023.