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

LifePlan 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
2020 Q3	$91K	Hold	1,226	–	–	0.04%	192
2020 Q2	$85K	Hold	1,226	–	–	0.04%	197
2020 Q1	$72K	Sell	1,226 -767	-38%	-$56.3K	0.04%	195
2019 Q4	$159K	Hold	1,993	–	–	0.07%	148
2019 Q3	$151K	Sell	1,993 -45	-2%	-$3.38K	0.07%	149
2019 Q2	$153K	Sell	2,038 -352	-15%	-$26K	0.07%	141
2019 Q1	$175K	Sell	2,390 -24	-1%	-$1.7K	0.09%	137
2018 Q4	$157K	Hold	2,414	–	–	0.1%	139
2018 Q3	$180K	Hold	2,414	–	–	0.1%	132
2018 Q2	$172K	Hold	2,414	–	–	0.1%	133
2018 Q1	$168K	Buy	+2,414	New	+$172K	0.1%	125

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

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Financial Group's JPUS Position: Q3 2020 in Review

LifePlan Financial Group held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q3 2020 at 1,226 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #192.

LifePlan Financial Group first reported a position in JPUS in Q1 2018 and has held it in 11 quarters since. The position peaked at $180K in Q3 2018. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

LifePlan Financial Group held 1,226 shares of JPMorgan Diversified Return US Equity ETF worth $91K as of Q3 2020.
LifePlan Financial Group left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q3 2020.
JPMorgan Diversified Return US Equity ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #192 holding.
LifePlan Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's JPMorgan Diversified Return US Equity ETF position peaked at $180K in Q3 2018.
77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.