Ladenburg Thalmann Financial Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$795K	Sell	9,981 -319	-3%	-$24.6K	0.01%	1446
2019 Q3	$782K	Sell	10,300 -1,303	-11%	-$97.9K	0.01%	1415
2019 Q2	$869K	Buy	11,603 +1,054	+10%	+$77.8K	0.01%	1324
2019 Q1	$772K	Buy	10,549 +695	+7%	+$49.1K	0.01%	1362
2018 Q4	$639K	Buy	9,854 +855	+10%	+$59.7K	0.01%	1355
2018 Q3	$671K	Sell	8,999 -980	-10%	-$72.3K	0.01%	1394
2018 Q2	$695K	Hold	9,979	–	–	0.01%	1298
2018 Q1	$695K	Buy	9,979 +1,483	+17%	+$106K	0.01%	1298
2017 Q4	$599K	Sell	8,496 -5,398	-39%	-$375K	0.01%	1416
2017 Q3	$935K	Sell	13,894 -17,370	-56%	-$1.15M	0.01%	1036
2017 Q2	$2.04M	Buy	31,264 +30,104	+2,595%	+$1.94M	0.02%	586
2017 Q1	$74K	Buy	1,160 +200	+21%	+$12.4K	﹤0.01%	2612
2016 Q4	$57K	Sell	960 -1,225	-56%	-$71.5K	﹤0.01%	2748
2016 Q3	$128K	Buy	+2,185	New	+$128K	﹤0.01%	2070

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

DJSG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ladenburg Thalmann Financial Services's JPUS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.1% in Q4 2019, selling an estimated $24.6K and leaving 9,981 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #1446.

Ladenburg Thalmann Financial Services first reported a position in JPUS in Q3 2016 and has held it in 14 quarters since. The position peaked at $2.04M in Q2 2017. 98 funds tracked by Wall St. Rank hold JPUS as of Q4 2019.

Ladenburg Thalmann Financial Services held 9,981 shares of JPMorgan Diversified Return US Equity ETF worth $795K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 319 JPMorgan Diversified Return US Equity ETF shares in Q4 2019, an estimated $24.6K.
JPMorgan Diversified Return US Equity ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1446 holding.
Ladenburg Thalmann Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2016 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's JPMorgan Diversified Return US Equity ETF position peaked at $2.04M in Q2 2017.
98 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.