John W. Brooker & Co’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

John W. Brooker & Co’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	–	Sell	-150	Closed	-$13K	–	122
2022 Q3	$13K	Hold	150	–	–	0.01%	137
2022 Q2	$14K	Hold	150	–	–	0.01%	134
2022 Q1	$16K	Hold	150	–	–	0.01%	134
2021 Q4	$16K	Hold	150	–	–	0.01%	134
2021 Q3	$14K	Hold	150	–	–	0.01%	133
2021 Q2	$15K	Hold	150	–	–	0.01%	126
2021 Q1	$14K	Hold	150	–	–	0.01%	115
2020 Q4	$13K	Hold	150	–	–	0.01%	113
2020 Q3	$11K	Hold	150	–	–	0.01%	112
2020 Q2	$10K	Hold	150	–	–	0.01%	117
2020 Q1	$9K	Hold	150	–	–	0.01%	123
2019 Q4	$12K	Buy	+150	New	+$11.6K	0.01%	122

Other funds holding JPUS

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

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

John W. Brooker & Co's JPUS Position: Q4 2022 in Review

John W. Brooker & Co sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 150 shares — an estimated $13K sold.

John W. Brooker & Co first reported a position in JPUS in Q4 2019 and held it in 12 quarters. The position peaked at $16K in Q1 2022. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

John W. Brooker & Co reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 150 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $13K.
John W. Brooker & Co first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's JPMorgan Diversified Return US Equity ETF position peaked at $16K in Q1 2022.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.