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

Lion Street 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
2020 Q2	–	Sell	-70	Closed	-$4K	–	225
2020 Q1	$4K	Buy	+70	New	+$5.13K	0.02%	287

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

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 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

Lion Street Advisors's JPUS Position: Q2 2020 in Review

Lion Street Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 70 shares — an estimated $4K sold.

Lion Street Advisors first reported a position in JPUS in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

Lion Street Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 70 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $4K.
Lion Street Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $4K in Q1 2020.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.