Creative Planning
JPUS

Creative Planning’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Creative Planning’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
-5,565
Closed -$326K – 2077
2020
Q1 		$326K Buy
+5,565
New +$408K ﹤0.01% 1145

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

Creative Planning's JPUS Position: Q2 2020 in Review

Creative Planning sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 5,565 shares — an estimated $326K sold.

Creative Planning first reported a position in JPUS in Q1 2020 and held it in 1 quarter. The position peaked at $326K in Q1 2020. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

  • Creative Planning reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 5,565 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $326K.
  • Creative Planning first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2020 and held it in 1 quarter.
  • Creative Planning's JPMorgan Diversified Return US Equity ETF position peaked at $326K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.