First Heartland Consultants’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-2,833	Closed	-$259K	–	417
2021 Q1	$259K	Buy	2,833 +9	+0.3%	+$787	0.04%	317
2020 Q4	$236K	Sell	2,824 -368	-12%	-$29.3K	0.04%	294
2020 Q3	$236K	Sell	3,192 -236	-7%	-$17.4K	0.04%	248
2020 Q2	$238K	Sell	3,428 -2,142	-38%	-$143K	0.05%	239
2020 Q1	$327K	Buy	5,570 +31	+0.6%	+$2.27K	0.08%	172
2019 Q4	$441K	Buy	5,539 +42	+0.8%	+$3.24K	0.09%	187
2019 Q3	$417K	Buy	5,497 +57	+1%	+$4.28K	0.09%	181
2019 Q2	$407K	Sell	5,440 -1,224	-18%	-$90.3K	0.1%	179
2019 Q1	$487K	Buy	6,664 +25	+0.4%	+$1.77K	0.14%	146
2018 Q4	$431K	Buy	6,639 +80	+1%	+$5.58K	0.16%	131
2018 Q3	$489K	Sell	6,559 -4,898	-43%	-$361K	0.15%	134
2018 Q2	$814K	Buy	11,457 +4	+0%	+$283	0.29%	88
2018 Q1	$798K	Buy	11,453 +5,618	+96%	+$400K	0.24%	105
2017 Q4	$411K	Sell	5,835 -4,195	-42%	-$291K	0.12%	182
2017 Q3	$675K	Buy	+10,030	New	+$661K	0.16%	172

Other funds holding JPUS

MWM

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

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

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

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

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

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

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

First Heartland Consultants's JPUS Position: Q2 2021 in Review

First Heartland Consultants sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2021, closing a stake of 2,833 shares — an estimated $259K sold.

First Heartland Consultants first reported a position in JPUS in Q3 2017 and held it in 15 quarters. The position peaked at $814K in Q2 2018. 75 funds tracked by Wall St. Rank hold JPUS as of Q2 2021.

First Heartland Consultants reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 2,833 JPMorgan Diversified Return US Equity ETF shares in Q2 2021, an estimated $259K.
First Heartland Consultants first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 15 quarters.
First Heartland Consultants's JPMorgan Diversified Return US Equity ETF position peaked at $814K in Q2 2018.
75 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.