KSA
JPUS

Ken Stern & Associates’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Ken Stern & Associates’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
2018
Q3 		$342K Hold
4,586
– – 0.15% 89
2018
Q2 		$326K Hold
4,586
– – 0.15% 90
2018
Q1 		$320K Sell
4,586
-71
-2% -$5.06K 0.14% 83
2017
Q4 		$328K Buy
+4,657
New +$323K 0.14% 85

Other funds holding JPUS

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Ken Stern & Associates's JPUS Position: Q3 2018 in Review

Ken Stern & Associates held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q3 2018 at 4,586 shares worth $342K. The position accounts for 0.15% of the portfolio, ranked #89.

Ken Stern & Associates first reported a position in JPUS in Q4 2017 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold JPUS as of Q3 2018.

  • Ken Stern & Associates held 4,586 shares of JPMorgan Diversified Return US Equity ETF worth $342K as of Q3 2018.
  • Ken Stern & Associates left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q3 2018.
  • JPMorgan Diversified Return US Equity ETF made up 0.15% of Ken Stern & Associates's portfolio in Q3 2018, its #89 holding.
  • Ken Stern & Associates first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.