Fairview Capital Investment Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Fairview Capital Investment 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 Q2	–	Sell	-46,210	Closed	-$2.71M	–	131
2020 Q1	$2.71M	Sell	46,210 -14,575	-24%	-$1.07M	0.16%	64
2019 Q4	$4.84M	Buy	60,785 +26,760	+79%	+$2.07M	0.24%	50
2019 Q3	$2.58M	Buy	34,025 +8,725	+34%	+$656K	0.13%	69
2019 Q2	$1.89M	Sell	25,300 -9,690	-28%	-$715K	0.1%	76
2019 Q1	$2.56M	Buy	34,990 +23,475	+204%	+$1.66M	0.14%	69
2018 Q4	$746K	Sell	11,515 -11,865	-51%	-$828K	0.04%	91
2018 Q3	$1.74M	Buy	23,380 +8,130	+53%	+$600K	0.1%	71
2018 Q2	$1.08M	Buy	+15,250	New	+$1.08M	0.06%	71

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Fairview Capital Investment Management's JPUS Position: Q2 2020 in Review

Fairview Capital Investment Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 46,210 shares — an estimated $2.71M sold.

Fairview Capital Investment Management first reported a position in JPUS in Q2 2018 and held it in 8 quarters. The position peaked at $4.84M in Q4 2019. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

Fairview Capital Investment Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
Fairview Capital Investment Management sold 46,210 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $2.71M.
Fairview Capital Investment Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 8 quarters.
Fairview Capital Investment Management's JPMorgan Diversified Return US Equity ETF position peaked at $4.84M in Q4 2019.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Fairview Capital Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.