First Allied Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

First Allied Advisory Services’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	-328	Closed	-$25K	–	1423
2019 Q3	$25K	Buy	+328	New	+$24.6K	﹤0.01%	1440
2018 Q1	–	Sell	-933	Closed	-$65K	–	1327
2017 Q4	$65K	Buy	+933	New	+$64.8K	﹤0.01%	1262

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 $915M AUM 19.16% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

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

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

First Allied Advisory Services's JPUS Position: Q4 2019 in Review

First Allied Advisory Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2019, closing a stake of 328 shares — an estimated $25K sold.

First Allied Advisory Services first reported a position in JPUS in Q4 2017 and held it in 2 quarters. The position peaked at $65K in Q4 2017. 98 funds tracked by Wall St. Rank hold JPUS as of Q4 2019.

First Allied Advisory Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 328 JPMorgan Diversified Return US Equity ETF shares in Q4 2019, an estimated $25K.
First Allied Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $65K in Q4 2017.
98 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.