Essex Savings Bank’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-643	Closed	-$48K	–	415
2019 Q2	$48K	Hold	643	–	–	0.02%	444
2019 Q1	$47K	Hold	643	–	–	0.03%	302
2018 Q4	$42K	Buy	+643	New	+$44.9K	0.03%	307

Other funds holding JPUS

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Essex Savings Bank's JPUS Position: Q3 2019 in Review

Essex Savings Bank sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2019, closing a stake of 643 shares — an estimated $48K sold.

Essex Savings Bank first reported a position in JPUS in Q4 2018 and held it in 3 quarters. The position peaked at $48K in Q2 2019. 83 funds tracked by Wall St. Rank hold JPUS as of Q3 2019.

Essex Savings Bank reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 643 JPMorgan Diversified Return US Equity ETF shares in Q3 2019, an estimated $48K.
Essex Savings Bank first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's JPMorgan Diversified Return US Equity ETF position peaked at $48K in Q2 2019.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.