Gradient Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Gradient Investments’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
2019 Q1	–	Sell	-9	Closed	-$1K	–	931
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	874
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	916
2018 Q2	$1K	Buy	+9	New	+$636	﹤0.01%	905

Other funds holding JPUS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

Gradient Investments's JPUS Position: Q1 2019 in Review

Gradient Investments sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

Gradient Investments first reported a position in JPUS in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 78 funds tracked by Wall St. Rank hold JPUS as of Q1 2019.

Gradient Investments reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2019 after selling out during the quarter.
Gradient Investments sold 9 JPMorgan Diversified Return US Equity ETF shares in Q1 2019, an estimated $1K.
Gradient Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 3 quarters.
Gradient Investments's JPMorgan Diversified Return US Equity ETF position peaked at $1K in Q4 2018.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2019.

Based on Gradient Investments's 13F filing for Q1 2019, filed 11 Apr 2019.