EH
JPUS

Equitable Holdings’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Equitable Holdings’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
2024
Q1 		– Sell
-3,335
Closed -$343K – 1184
2023
Q4 		$343K Buy
3,335
+23
+0.7% +$2.21K ﹤0.01% 896
2023
Q3 		$311K Buy
3,312
+617
+23% +$60.5K ﹤0.01% 859
2023
Q2 		$263K Buy
+2,695
New +$256K ﹤0.01% 898

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Holdings's JPUS Position: Q1 2024 in Review

Equitable Holdings sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2024, closing a stake of 3,335 shares — an estimated $343K sold.

Equitable Holdings first reported a position in JPUS in Q2 2023 and held it in 3 quarters. The position peaked at $343K in Q4 2023. 79 funds tracked by Wall St. Rank hold JPUS as of Q1 2024.

  • Equitable Holdings reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 3,335 JPMorgan Diversified Return US Equity ETF shares in Q1 2024, an estimated $343K.
  • Equitable Holdings first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2023 and held it in 3 quarters.
  • Equitable Holdings's JPMorgan Diversified Return US Equity ETF position peaked at $343K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.