Herold Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Herold Advisors’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	–	Sell	-400	Closed	-$41.8K	–	434
2022 Q1	$41.8K	Buy	+400	New	+$40.8K	0.01%	402
2021 Q4	–	Sell	-400	Closed	-$38K	–	423
2021 Q3	$38K	Buy	+400	New	+$39.4K	0.01%	419

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

Herold Advisors's JPUS Position: Q2 2022 in Review

Herold Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2022, closing a stake of 400 shares — an estimated $41.8K sold.

Herold Advisors first reported a position in JPUS in Q3 2021 and held it in 2 quarters. The position peaked at $41.8K in Q1 2022. 72 funds tracked by Wall St. Rank hold JPUS as of Q2 2022.

Herold Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 400 JPMorgan Diversified Return US Equity ETF shares in Q2 2022, an estimated $41.8K.
Herold Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $41.8K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.