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

KCM Investment 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
2019 Q1	–	Sell	-18,741	Closed	-$1.22M	–	342
2018 Q4	$1.22M	Sell	18,741 -2,635	-12%	-$184K	0.08%	207
2018 Q3	$1.59M	Buy	21,376 +385	+2%	+$28.4K	0.09%	182
2018 Q2	$1.49M	Hold	20,991	–	–	0.09%	188
2018 Q1	$1.46M	Hold	20,991	–	–	0.09%	204
2017 Q4	$1.48M	Buy	+20,991	New	+$1.46M	0.09%	214

Other funds holding JPUS

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KCM Investment Advisors's JPUS Position: Q1 2019 in Review

KCM Investment Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2019, closing a stake of 18,741 shares — an estimated $1.22M sold.

KCM Investment Advisors first reported a position in JPUS in Q4 2017 and held it in 5 quarters. The position peaked at $1.59M in Q3 2018. 78 funds tracked by Wall St. Rank hold JPUS as of Q1 2019.

KCM Investment Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 18,741 JPMorgan Diversified Return US Equity ETF shares in Q1 2019, an estimated $1.22M.
KCM Investment Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 5 quarters.
KCM Investment Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $1.59M in Q3 2018.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.