Founders Financial Alliance’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Founders Financial Alliance’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
2022 Q4	–	Sell	-36	Closed	-$3K	–	485
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	454
2022 Q2	$3K	Buy	+36	New	+$3.56K	﹤0.01%	476
2020 Q4	–	Sell	-81	Closed	-$6K	–	859
2020 Q3	$6K	Buy	+81	New	+$5.97K	﹤0.01%	919

Other funds holding JPUS

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

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

Founders Financial Alliance's JPUS Position: Q4 2022 in Review

Founders Financial Alliance sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 36 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in JPUS in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

Founders Financial Alliance reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
Founders Financial Alliance sold 36 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $3K.
Founders Financial Alliance first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2020 and held it in 3 quarters.
Founders Financial Alliance's JPMorgan Diversified Return US Equity ETF position peaked at $6K in Q3 2020.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Founders Financial Alliance's 13F filing for Q4 2022, filed 15 Feb 2023.