Lincoln National Corp’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Lincoln National Corp’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 Q4	–	Sell	-4,591	Closed	-$340K	–	765
2020 Q3	$340K	Sell	4,591 -4,997	-52%	-$368K	0.01%	477
2020 Q2	$665K	Sell	9,588 -10,857	-53%	-$723K	0.02%	323
2020 Q1	$1.2M	Sell	20,445 -22,119	-52%	-$1.62M	0.05%	183
2019 Q4	$3.39M	Sell	42,564 -64,623	-60%	-$4.99M	0.11%	98
2019 Q3	$8.14M	Buy	107,187 +13,001	+14%	+$977K	0.3%	46
2019 Q2	$7.05M	Buy	94,186 +7,841	+9%	+$579K	0.27%	49
2019 Q1	$6.32M	Buy	86,345 +22,712	+36%	+$1.61M	0.26%	46
2018 Q4	$4.13M	Buy	63,633 +1,683	+3%	+$117K	0.19%	58
2018 Q3	$4.62M	Sell	61,950 -4,215	-6%	-$311K	0.16%	59
2018 Q2	$4.7M	Buy	66,165 +5,396	+9%	+$381K	0.17%	48
2018 Q1	$4.24M	Sell	60,769 -43,715	-42%	-$3.12M	0.16%	57
2017 Q4	$7.37M	Buy	104,484 +69,164	+196%	+$4.8M	0.22%	54
2017 Q3	$2.38M	Buy	+35,320	New	+$2.33M	0.1%	75

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

Lincoln National Corp's JPUS Position: Q4 2020 in Review

Lincoln National Corp sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2020, closing a stake of 4,591 shares — an estimated $340K sold.

Lincoln National Corp first reported a position in JPUS in Q3 2017 and held it in 13 quarters. The position peaked at $8.14M in Q3 2019. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2020.

Lincoln National Corp reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2020 after selling out during the quarter.
Lincoln National Corp sold 4,591 JPMorgan Diversified Return US Equity ETF shares in Q4 2020, an estimated $340K.
Lincoln National Corp first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 13 quarters.
Lincoln National Corp's JPMorgan Diversified Return US Equity ETF position peaked at $8.14M in Q3 2019.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2020.

Based on Lincoln National Corp's 13F filing for Q4 2020, filed 5 Feb 2021.