Integrated Wealth Concepts’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Integrated Wealth Concepts’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
2024 Q4	–	Sell	-2,093	Closed	-$250K	–	1755
2024 Q3	$250K	Buy	+2,093	New	+$239K	﹤0.01%	1452
2020 Q4	–	Sell	-157,537	Closed	-$11.7M	–	639
2020 Q3	$11.7M	Buy	157,537 +12,953	+9%	+$954K	0.72%	37
2020 Q2	$10M	Buy	144,584 +38,728	+37%	+$2.58M	0.72%	37
2020 Q1	$6.21M	Buy	105,856 +13,766	+15%	+$1.01M	0.57%	47
2019 Q4	$7.34M	Buy	92,090 +12,731	+16%	+$983K	0.62%	44
2019 Q3	$6.03M	Buy	79,359 +15,657	+25%	+$1.18M	0.68%	41
2019 Q2	$4.66M	Buy	63,702 +11,475	+22%	+$847K	0.61%	46
2019 Q1	$3.82M	Buy	+52,227	New	+$3.69M	0.65%	40

Other funds holding JPUS

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's JPUS Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2024, closing a stake of 2,093 shares — an estimated $250K sold.

Integrated Wealth Concepts first reported a position in JPUS in Q1 2019 and held it in 8 quarters. The position peaked at $11.7M in Q3 2020. 85 funds tracked by Wall St. Rank hold JPUS as of Q4 2024.

Integrated Wealth Concepts reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 2,093 JPMorgan Diversified Return US Equity ETF shares in Q4 2024, an estimated $250K.
Integrated Wealth Concepts first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and held it in 8 quarters.
Integrated Wealth Concepts's JPMorgan Diversified Return US Equity ETF position peaked at $11.7M in Q3 2020.
85 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.