LFG
JPUS

Larson Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-305
Closed -$29K – 1129
2021
Q3 		$29K Buy
+305
New +$30.1K 0.01% 393

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Larson Financial Group's JPUS Position: Q4 2021 in Review

Larson Financial Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2021, closing a stake of 305 shares — an estimated $29K sold.

Larson Financial Group first reported a position in JPUS in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 74 funds tracked by Wall St. Rank hold JPUS as of Q4 2021.

  • Larson Financial Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Larson Financial Group sold 305 JPMorgan Diversified Return US Equity ETF shares in Q4 2021, an estimated $29K.
  • Larson Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2021 and held it in 1 quarter.
  • Larson Financial Group's JPMorgan Diversified Return US Equity ETF position peaked at $29K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2021.

Based on Larson Financial Group's 13F filing for Q4 2021, filed 3 Feb 2022.