CGFA
JPUS

Colton Groome Financial Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Colton Groome Financial 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
-5,972
Closed -$350K – 58
2020
Q1 		$350K Buy
+5,972
New +$438K 0.29% 44

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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Morgan Stanley
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

Colton Groome Financial Advisors's JPUS Position: Q2 2020 in Review

Colton Groome Financial Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 5,972 shares — an estimated $350K sold.

Colton Groome Financial Advisors first reported a position in JPUS in Q1 2020 and held it in 1 quarter. The position peaked at $350K in Q1 2020. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

  • Colton Groome Financial Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 5,972 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $350K.
  • Colton Groome Financial Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2020 and held it in 1 quarter.
  • Colton Groome Financial Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $350K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.