Faithward Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Faithward Advisors’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
2022 Q3	–	Sell	-503	Closed	-$46K	–	261
2022 Q2	$46K	Buy	503 +3	+0.6%	+$297	0.01%	186
2022 Q1	$52K	Buy	+500	New	+$51K	0.01%	196
2020 Q2	–	Sell	-481	Closed	-$28K	–	232
2020 Q1	$28K	Buy	481 +2	+0.4%	+$147	0.01%	193
2019 Q4	$38K	Buy	+479	New	+$37K	0.01%	190

Other funds holding JPUS

DJSG

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Faithward Advisors's JPUS Position: Q3 2022 in Review

Faithward Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 503 shares — an estimated $46K sold.

Faithward Advisors first reported a position in JPUS in Q4 2019 and held it in 4 quarters. The position peaked at $52K in Q1 2022. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

Faithward Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
Faithward Advisors sold 503 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $46K.
Faithward Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 4 quarters.
Faithward Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $52K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on Faithward Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.