CFGS
JPUS

Concourse Financial Group Securities’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Concourse Financial Group Securities’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
2021
Q4 		– Sell
-10
Closed -$1.02K – 2427
2021
Q3 		$1K Hold
10
– – ﹤0.01% 2325
2021
Q2 		$1K Hold
10
– – ﹤0.01% 2291
2021
Q1 		$1K Hold
10
– – ﹤0.01% 2251
2020
Q4 		$1K Hold
10
– – ﹤0.01% 2197
2020
Q3 		$1K Hold
10
– – ﹤0.01% 2089
2020
Q2 		$1K Sell
10
-743
-99% -$49.5K ﹤0.01% 2012
2020
Q1 		$44K Buy
753
+743
+7,430% +$54.5K ﹤0.01% 954
2019
Q4 		$1K Buy
+10
New +$772 ﹤0.01% 1986
2019
Q3 		– Sell
-10
Closed -$751 – 1962
2019
Q2 		$1K Hold
10
– – ﹤0.01% 2109
2019
Q1 		$0 Hold
10
– – ﹤0.01% 2332
2018
Q4 		$0 Buy
+10
New +$698 ﹤0.01% 2174

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Concourse Financial Group Securities's JPUS Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2021, closing a stake of 10 shares — an estimated $1.02K sold.

Concourse Financial Group Securities first reported a position in JPUS in Q4 2018 and held it in 11 quarters. The position peaked at $44K in Q1 2020. 74 funds tracked by Wall St. Rank hold JPUS as of Q4 2021.

  • Concourse Financial Group Securities reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10 JPMorgan Diversified Return US Equity ETF shares in Q4 2021, an estimated $1.02K.
  • Concourse Financial Group Securities first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 11 quarters.
  • Concourse Financial Group Securities's JPMorgan Diversified Return US Equity ETF position peaked at $44K in Q1 2020.
  • 74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.