LTI
JPUS

Laffer Tengler Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Laffer Tengler Investments’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
-20
Closed -$1.71K – 446
2022
Q3 		$1.71K Buy
+20
New +$1.9K ﹤0.01% 372

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
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

Laffer Tengler Investments's JPUS Position: Q4 2022 in Review

Laffer Tengler Investments sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 20 shares — an estimated $1.71K sold.

Laffer Tengler Investments first reported a position in JPUS in Q3 2022 and held it in 1 quarter. The position peaked at $1.71K in Q3 2022. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

  • Laffer Tengler Investments reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 20 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $1.71K.
  • Laffer Tengler Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and held it in 1 quarter.
  • Laffer Tengler Investments's JPMorgan Diversified Return US Equity ETF position peaked at $1.71K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Laffer Tengler Investments's 13F filing for Q4 2022, filed 10 Feb 2023.