CAM
JPUS

Cozad Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Cozad Asset 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
2020
Q4 		– Sell
-9,280
Closed -$686K – 336
2020
Q3 		$686K Hold
9,280
– – 0.13% 170
2020
Q2 		$644K Buy
+9,280
New +$618K 0.13% 170

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cozad Asset Management's JPUS Position: Q4 2020 in Review

Cozad Asset Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2020, closing a stake of 9,280 shares — an estimated $686K sold.

Cozad Asset Management first reported a position in JPUS in Q2 2020 and held it in 2 quarters. The position peaked at $686K in Q3 2020. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2020.

  • Cozad Asset Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Cozad Asset Management sold 9,280 JPMorgan Diversified Return US Equity ETF shares in Q4 2020, an estimated $686K.
  • Cozad Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2020 and held it in 2 quarters.
  • Cozad Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $686K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2020.

Based on Cozad Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.