Lido Advisors
JPUS

Lido Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Lido Advisors’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
-16,387
Closed -$1.57M – 1022
2021
Q3 		$1.57M Buy
16,387
+3,263
+25% +$322K 0.02% 305
2021
Q2 		$1.27M Buy
13,124
+3,007
+30% +$288K 0.02% 335
2021
Q1 		$924K Buy
10,117
+1,397
+16% +$122K 0.02% 357
2020
Q4 		$729K Sell
8,720
-677
-7% -$54K 0.02% 385
2020
Q3 		$695K Buy
9,397
+209
+2% +$15.4K 0.02% 324
2020
Q2 		$638K Sell
9,188
-3,459
-27% -$230K 0.02% 304
2020
Q1 		$742K Sell
12,647
-625
-5% -$45.8K 0.03% 268
2019
Q4 		$1.06M Buy
13,272
+29
+0.2% +$2.24K 0.04% 253
2019
Q3 		$1M Buy
13,243
+264
+2% +$19.8K 0.05% 214
2019
Q2 		$971K Buy
12,979
+80
+0.6% +$5.91K 0.06% 194
2019
Q1 		$943K Buy
12,899
+4,827
+60% +$341K 0.06% 189
2018
Q4 		$523K Buy
8,072
+1,317
+19% +$91.9K 0.05% 219
2018
Q3 		$503K Buy
6,755
+1,160
+21% +$85.6K 0.05% 241
2018
Q2 		$397K Buy
5,595
+1,098
+24% +$77.6K 0.05% 253
2018
Q1 		$313K Buy
4,497
+752
+20% +$53.6K 0.04% 277
2017
Q4 		$264K Buy
+3,745
New +$260K 0.04% 250

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

Lido Advisors's JPUS Position: Q4 2021 in Review

Lido Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2021, closing a stake of 16,387 shares — an estimated $1.57M sold.

Lido Advisors first reported a position in JPUS in Q4 2017 and held it in 16 quarters. The position peaked at $1.57M in Q3 2021. 74 funds tracked by Wall St. Rank hold JPUS as of Q4 2021.

  • Lido Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Lido Advisors sold 16,387 JPMorgan Diversified Return US Equity ETF shares in Q4 2021, an estimated $1.57M.
  • Lido Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 16 quarters.
  • Lido Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $1.57M in Q3 2021.
  • 74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.