EW
JPUS

Evoke Wealth’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-40
Closed -$3.04K – 1359
2019
Q3 		$3.04K Buy
+40
New +$3.01K ﹤0.01% 1124

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's JPUS Position: Q4 2019 in Review

Evoke Wealth sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2019, closing a stake of 40 shares — an estimated $3.04K sold.

Evoke Wealth first reported a position in JPUS in Q3 2019 and held it in 1 quarter. The position peaked at $3.04K in Q3 2019. 98 funds tracked by Wall St. Rank hold JPUS as of Q4 2019.

  • Evoke Wealth reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 40 JPMorgan Diversified Return US Equity ETF shares in Q4 2019, an estimated $3.04K.
  • Evoke Wealth first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's JPMorgan Diversified Return US Equity ETF position peaked at $3.04K in Q3 2019.
  • 98 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.