IA
JPUS

Integrity Advisory’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Integrity Advisory’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
Q4 		$2.24M Buy
23,648
+9,455
+67% +$888K 2.05% 11
2022
Q3 		$1.21M Sell
14,193
-1,458
-9% -$138K 1.13% 18
2022
Q2 		$1.43M Buy
15,651
+2,804
+22% +$277K 1.4% 13
2022
Q1 		$1.34M Buy
+12,847
New +$1.31M 1.32% 18

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Integrity Advisory's JPUS Position: Q4 2022 in Review

Integrity Advisory increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 67% in Q4 2022, buying an estimated $888K and bringing the position to 23,648 shares worth $2.24M. The position accounts for 2.05% of the portfolio, ranked #11.

Integrity Advisory first reported a position in JPUS in Q1 2022 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

  • Integrity Advisory held 23,648 shares of JPMorgan Diversified Return US Equity ETF worth $2.24M as of Q4 2022.
  • Integrity Advisory bought 9,455 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $888K.
  • JPMorgan Diversified Return US Equity ETF made up 2.05% of Integrity Advisory's portfolio in Q4 2022, its #11 holding.
  • Integrity Advisory first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2022 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.