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

Cooper Financial Group’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 Q3	–	Sell	-2,321	Closed	-$212K	–	271
2022 Q2	$212K	Sell	2,321 -503	-18%	-$49.8K	0.08%	236
2022 Q1	$295K	Buy	2,824 +9	+0.3%	+$919	0.11%	175
2021 Q4	$299K	Buy	2,815 +68	+2%	+$6.94K	0.11%	174
2021 Q3	$264K	Buy	2,747 +261	+10%	+$25.7K	0.05%	203
2021 Q2	$241K	Sell	2,486 -208	-8%	-$19.9K	0.05%	216
2021 Q1	$246K	Buy	2,694 +8	+0.3%	+$700	0.06%	205
2020 Q4	$225K	Buy	+2,686	New	+$214K	0.05%	262

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Cooper Financial Group's JPUS Position: Q3 2022 in Review

Cooper Financial Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 2,321 shares — an estimated $212K sold.

Cooper Financial Group first reported a position in JPUS in Q4 2020 and held it in 7 quarters. The position peaked at $299K in Q4 2021. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

Cooper Financial Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
Cooper Financial Group sold 2,321 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $212K.
Cooper Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2020 and held it in 7 quarters.
Cooper Financial Group's JPMorgan Diversified Return US Equity ETF position peaked at $299K in Q4 2021.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on Cooper Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.