Frontier Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Frontier Wealth Management’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 Q2	$1.29M	Sell	14,086 -26	-0.2%	-$2.57K	0.09%	158
2022 Q1	$1.47M	Sell	14,112 -464	-3%	-$47.4K	0.02%	148
2021 Q4	$1.55M	Sell	14,576 -1,629	-10%	-$166K	0.1%	141
2021 Q3	$1.56M	Sell	16,205 -260	-2%	-$25.6K	0.11%	138
2021 Q2	$1.59M	Sell	16,465 -3,563	-18%	-$341K	0.11%	137
2021 Q1	$1.83M	Sell	20,028 -35	-0.2%	-$3.06K	0.14%	116
2020 Q4	$1.68M	Sell	20,063 -36	-0.2%	-$2.87K	0.14%	120
2020 Q3	$1.49M	Sell	20,099 -1,695	-8%	-$125K	0.14%	114
2020 Q2	$1.51M	Sell	21,794 -87,833	-80%	-$5.85M	0.14%	110
2020 Q1	$6.43M	Sell	109,627 -63,297	-37%	-$4.64M	1.05%	21
2019 Q4	$13.8M	Sell	172,924 -72,069	-29%	-$5.57M	2.21%	5
2019 Q3	$18.6M	Sell	244,993 -33,907	-12%	-$2.55M	2.75%	4
2019 Q2	$20.9M	Sell	278,900 -28,153	-9%	-$2.08M	3.08%	4
2019 Q1	$22.5M	Buy	307,053 +101	+0%	+$7.14K	3.04%	5
2018 Q4	$19.9M	Sell	306,952 -19,977	-6%	-$1.39M	3.02%	4
2018 Q3	$24.4M	Buy	326,929 +33,869	+12%	+$2.5M	2.33%	3
2018 Q2	$20.8M	Buy	293,060 +49,205	+20%	+$3.48M	2.98%	3
2018 Q1	$17M	Buy	243,855 +53,756	+28%	+$3.83M	2.38%	6
2017 Q4	$13.4M	Buy	190,099 +56,777	+43%	+$3.94M	2.15%	8
2017 Q3	$8.97M	Buy	133,322 +29,520	+28%	+$1.95M	1.29%	15
2017 Q2	$6.78M	Buy	103,802 +35,245	+51%	+$2.27M	1.04%	20
2017 Q1	$4.33M	Buy	68,557 +5,179	+8%	+$320K	0.66%	39
2016 Q4	$3.75M	Buy	63,378 +13,122	+26%	+$766K	0.61%	44
2016 Q3	$2.94M	Buy	+50,256	New	+$2.94M	0.45%	56

Other funds holding JPUS

DJSG

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

MWM

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Frontier Wealth Management's JPUS Position: Q2 2022 in Review

Frontier Wealth Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.18% in Q2 2022, selling an estimated $2.57K and leaving 14,086 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #158.

Frontier Wealth Management first reported a position in JPUS in Q3 2016 and has held it in 24 quarters since. The position peaked at $24.4M in Q3 2018. 72 funds tracked by Wall St. Rank hold JPUS as of Q2 2022.

Frontier Wealth Management held 14,086 shares of JPMorgan Diversified Return US Equity ETF worth $1.29M as of Q2 2022.
Frontier Wealth Management sold 26 JPMorgan Diversified Return US Equity ETF shares in Q2 2022, an estimated $2.57K.
JPMorgan Diversified Return US Equity ETF made up 0.09% of Frontier Wealth Management's portfolio in Q2 2022, its #158 holding.
Frontier Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2016 and has held it in 24 quarters since.
Frontier Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $24.4M in Q3 2018.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.