Laurel Wealth Advisors (California)’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Laurel Wealth Advisors (California)’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 Q1	–	Sell	-5,452	Closed	-$384K	–	372
2017 Q4	$384K	Hold	5,452	–	–	0.11%	211
2017 Q3	$366K	Hold	5,452	–	–	0.12%	190
2017 Q2	$356K	Hold	5,452	–	–	0.13%	188
2017 Q1	$344K	Buy	+5,452	New	+$337K	0.13%	179

Other funds holding JPUS

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Laurel Wealth Advisors (California)'s JPUS Position: Q1 2018 in Review

Laurel Wealth Advisors (California) sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2018, closing a stake of 5,452 shares — an estimated $384K sold.

Laurel Wealth Advisors (California) first reported a position in JPUS in Q1 2017 and held it in 4 quarters. The position peaked at $384K in Q4 2017. 59 funds tracked by Wall St. Rank hold JPUS as of Q1 2018.

Laurel Wealth Advisors (California) reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2018 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,452 JPMorgan Diversified Return US Equity ETF shares in Q1 2018, an estimated $384K.
Laurel Wealth Advisors (California) first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s JPMorgan Diversified Return US Equity ETF position peaked at $384K in Q4 2017.
59 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2018.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2018, filed 16 May 2018.