Flow Traders U.S.’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Flow Traders U.S.’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
2024 Q1	–	Sell	-4,412	Closed	-$453K	–	962
2023 Q4	$453K	Buy	+4,412	New	+$425K	0.01%	519
2022 Q2	–	Sell	-13,300	Closed	-$1.39M	–	945
2022 Q1	$1.39M	Buy	13,300 +8,766	+193%	+$895K	0.05%	309
2021 Q4	$481K	Buy	+4,534	New	+$463K	0.03%	482
2021 Q3	–	Sell	-5,751	Closed	-$556K	–	1095
2021 Q2	$556K	Buy	5,751 +767	+15%	+$73.5K	0.03%	564
2021 Q1	$455K	Buy	+4,984	New	+$436K	0.02%	523
2020 Q4	–	Sell	-7,990	Closed	-$591K	–	704
2020 Q3	$591K	Buy	+7,990	New	+$588K	0.04%	313

Other funds holding JPUS

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Flow Traders U.S.'s JPUS Position: Q1 2024 in Review

Flow Traders U.S. sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2024, closing a stake of 4,412 shares — an estimated $453K sold.

Flow Traders U.S. first reported a position in JPUS in Q3 2020 and held it in 6 quarters. The position peaked at $1.39M in Q1 2022. 79 funds tracked by Wall St. Rank hold JPUS as of Q1 2024.

Flow Traders U.S. reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2024 after selling out during the quarter.
Flow Traders U.S. sold 4,412 JPMorgan Diversified Return US Equity ETF shares in Q1 2024, an estimated $453K.
Flow Traders U.S. first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2020 and held it in 6 quarters.
Flow Traders U.S.'s JPMorgan Diversified Return US Equity ETF position peaked at $1.39M in Q1 2022.
79 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2024.

Based on Flow Traders U.S.'s 13F filing for Q1 2024, filed 15 May 2024.