CWP
JPUS

Concord Wealth Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Concord Wealth Partners’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
2022
Q1 		– Sell
-66
Closed -$7K – 1337
2021
Q4 		$7K Buy
+66
New +$6.74K ﹤0.01% 874

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Concord Wealth Partners's JPUS Position: Q1 2022 in Review

Concord Wealth Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2022, closing a stake of 66 shares — an estimated $7K sold.

Concord Wealth Partners first reported a position in JPUS in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 77 funds tracked by Wall St. Rank hold JPUS as of Q1 2022.

  • Concord Wealth Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 66 JPMorgan Diversified Return US Equity ETF shares in Q1 2022, an estimated $7K.
  • Concord Wealth Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and held it in 1 quarter.
  • Concord Wealth Partners's JPMorgan Diversified Return US Equity ETF position peaked at $7K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.