GSWM
JPUS

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

Golden State 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
2020
Q1 		– Sell
-676,474
Closed -$53.9M – 993
2019
Q4 		$53.9M Buy
+676,474
New +$52.2M 10.3% 5

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Golden State Wealth Management's JPUS Position: Q1 2020 in Review

Golden State Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 676,474 shares — an estimated $53.9M sold.

Golden State Wealth Management first reported a position in JPUS in Q4 2019 and held it in 1 quarter. The position peaked at $53.9M in Q4 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

  • Golden State Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 676,474 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $53.9M.
  • Golden State Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 1 quarter.
  • Golden State Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $53.9M in Q4 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on Golden State Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.