Foster Victor Wealth Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Foster Victor Wealth 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
2020 Q3	–	Sell	-6,815	Closed	-$473K	–	145
2020 Q2	$473K	Sell	6,815 -237,344	-97%	-$15.8M	0.16%	75
2020 Q1	$15.1M	Buy	244,159 +5,695	+2%	+$418K	6.64%	2
2019 Q4	$18.9M	Sell	238,464 -5,753	-2%	-$444K	8.2%	3
2019 Q3	$18.2M	Buy	244,217 +6,579	+3%	+$494K	10.15%	2
2019 Q2	$18M	Sell	237,638 -7,560	-3%	-$558K	13.19%	2
2019 Q1	$17.9M	Sell	245,198 -15,284	-6%	-$1.08M	13.97%	2
2018 Q4	$16.9M	Buy	+260,482	New	+$18.2M	15.92%	2

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Foster Victor Wealth Advisors's JPUS Position: Q3 2020 in Review

Foster Victor Wealth Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2020, closing a stake of 6,815 shares — an estimated $473K sold.

Foster Victor Wealth Advisors first reported a position in JPUS in Q4 2018 and held it in 7 quarters. The position peaked at $18.9M in Q4 2019. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

Foster Victor Wealth Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2020 after selling out during the quarter.
Foster Victor Wealth Advisors sold 6,815 JPMorgan Diversified Return US Equity ETF shares in Q3 2020, an estimated $473K.
Foster Victor Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 7 quarters.
Foster Victor Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $18.9M in Q4 2019.
77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.