Global Trust Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Global Trust Asset 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
2020 Q2	–	Sell	-7,920	Closed	-$473K	–	378
2020 Q1	$473K	Sell	7,920 -6,940	-47%	-$509K	0.37%	78
2019 Q4	$1.18M	Sell	14,860 -247	-2%	-$19.1K	0.71%	34
2019 Q3	$1.15M	Buy	15,107 +50	+0.3%	+$3.76K	0.76%	39
2019 Q2	$1.13M	Sell	15,057 -460	-3%	-$34K	0.76%	35
2019 Q1	$1.14M	Sell	15,517 -70	-0.4%	-$4.95K	0.84%	30
2018 Q4	$1.01M	Sell	15,587 -1,345	-8%	-$93.9K	0.9%	29
2018 Q3	$1.26M	Sell	16,932 -3,965	-19%	-$293K	0.87%	28
2018 Q2	$1.49M	Sell	20,897 -160	-0.8%	-$11.3K	1.12%	23
2018 Q1	$1.47M	Sell	21,057 -25	-0.1%	-$1.78K	1.16%	23
2017 Q4	$1.49M	Buy	+21,082	New	+$1.46M	1.06%	24

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 $666B AUM 30.12% 1-Year Est. Return

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

Bank of America

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 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