ICOA
JPUS

Investment Centers of America’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-5,575
Closed -$375K – 263
2017
Q3 		$375K Buy
5,575
+750
+16% +$49.4K 0.03% 392
2017
Q2 		$315K Buy
4,825
+100
+2% +$6.43K 0.02% 432
2017
Q1 		$298K Buy
4,725
+1,300
+38% +$80.3K 0.02% 471
2016
Q4 		$202K Buy
+3,425
New +$200K 0.02% 553

Other funds holding JPUS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Investment Centers of America's JPUS Position: Q4 2017 in Review

Investment Centers of America sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2017, closing a stake of 5,575 shares — an estimated $375K sold.

Investment Centers of America first reported a position in JPUS in Q4 2016 and held it in 4 quarters. The position peaked at $375K in Q3 2017. 58 funds tracked by Wall St. Rank hold JPUS as of Q4 2017.

  • Investment Centers of America reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 5,575 JPMorgan Diversified Return US Equity ETF shares in Q4 2017, an estimated $375K.
  • Investment Centers of America first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2016 and held it in 4 quarters.
  • Investment Centers of America's JPMorgan Diversified Return US Equity ETF position peaked at $375K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.