KFC
JPUS

Klingenstein Fields & Co’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Klingenstein Fields & 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
2021
Q3 		– Sell
-5,410
Closed -$523K – 206
2021
Q2 		$523K Buy
+5,410
New +$518K 0.02% 134

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Klingenstein Fields & Co's JPUS Position: Q3 2021 in Review

Klingenstein Fields & Co sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2021, closing a stake of 5,410 shares — an estimated $523K sold.

Klingenstein Fields & Co first reported a position in JPUS in Q2 2021 and held it in 1 quarter. The position peaked at $523K in Q2 2021. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2021.

  • Klingenstein Fields & Co reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Klingenstein Fields & Co sold 5,410 JPMorgan Diversified Return US Equity ETF shares in Q3 2021, an estimated $523K.
  • Klingenstein Fields & Co first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Klingenstein Fields & Co's JPMorgan Diversified Return US Equity ETF position peaked at $523K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2021.

Based on Klingenstein Fields & Co's 13F filing for Q3 2021, filed 26 Oct 2021.