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	8.21%	3
2019 Q3	$18.2M	Buy	244,217 +6,579	+3%	+$494K	10.17%	2
2019 Q2	$18M	Sell	237,638 -7,560	-3%	-$558K	13.23%	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	15.95%	2

Other funds holding JPUS

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

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

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

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return