Clear Creek Financial Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Clear Creek Financial Management’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 Q4	–	Sell	-4,286	Closed	-$403K	–	356
2023 Q3	$403K	Sell	4,286 -40	-0.9%	-$3.92K	0.07%	197
2023 Q2	$423K	Sell	4,326 -186	-4%	-$17.7K	0.07%	200
2023 Q1	$431K	Sell	4,512 -154	-3%	-$14.9K	0.08%	178
2022 Q4	$442K	Buy	+4,666	New	+$438K	0.1%	164

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

Clear Creek Financial Management's JPUS Position: Q4 2023 in Review

Clear Creek Financial Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2023, closing a stake of 4,286 shares — an estimated $403K sold.

Clear Creek Financial Management first reported a position in JPUS in Q4 2022 and held it in 4 quarters. The position peaked at $442K in Q4 2022. 75 funds tracked by Wall St. Rank hold JPUS as of Q4 2023.

Clear Creek Financial Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2023 after selling out during the quarter.
Clear Creek Financial Management sold 4,286 JPMorgan Diversified Return US Equity ETF shares in Q4 2023, an estimated $403K.
Clear Creek Financial Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and held it in 4 quarters.
Clear Creek Financial Management's JPMorgan Diversified Return US Equity ETF position peaked at $442K in Q4 2022.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2023.

Based on Clear Creek Financial Management's 13F filing for Q4 2023, filed 24 Jan 2024.