GT
JPUS

Greenleaf Trust’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Greenleaf Trust’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
Q3 		– Sell
-5,725
Closed -$397K – 577
2020
Q2 		$397K Buy
+5,725
New +$381K 0.01% 337

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 $2.78B AUM 23.87% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Greenleaf Trust's JPUS Position: Q3 2020 in Review

Greenleaf Trust sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2020, closing a stake of 5,725 shares — an estimated $397K sold.

Greenleaf Trust first reported a position in JPUS in Q2 2020 and held it in 1 quarter. The position peaked at $397K in Q2 2020. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

  • Greenleaf Trust reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Greenleaf Trust sold 5,725 JPMorgan Diversified Return US Equity ETF shares in Q3 2020, an estimated $397K.
  • Greenleaf Trust first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2020 and held it in 1 quarter.
  • Greenleaf Trust's JPMorgan Diversified Return US Equity ETF position peaked at $397K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on Greenleaf Trust's 13F filing for Q3 2020, filed 30 Oct 2020.