FANJ
JPUS

Financial Architects (New Jersey)’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-1,340
Closed -$100K – 1418
2018
Q3 		$100K Sell
1,340
-510
-28% -$37.6K 0.02% 469
2018
Q2 		$131K Sell
1,850
-3,520
-66% -$249K 0.02% 355
2018
Q1 		$374K Buy
5,370
+600
+13% +$42.8K 0.07% 196
2017
Q4 		$336K Buy
4,770
+2,120
+80% +$147K 0.06% 226
2017
Q3 		$178K Buy
2,650
+255
+11% +$16.8K 0.03% 350
2017
Q2 		$156K Hold
2,395
– – 0.03% 371
2017
Q1 		$151K Buy
+2,395
New +$148K 0.03% 353

Other funds holding JPUS

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Financial Architects (New Jersey)'s JPUS Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2018, closing a stake of 1,340 shares — an estimated $100K sold.

Financial Architects (New Jersey) first reported a position in JPUS in Q1 2017 and held it in 7 quarters. The position peaked at $374K in Q1 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q4 2018.

  • Financial Architects (New Jersey) reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,340 JPMorgan Diversified Return US Equity ETF shares in Q4 2018, an estimated $100K.
  • Financial Architects (New Jersey) first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s JPMorgan Diversified Return US Equity ETF position peaked at $374K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.