Mariner Independent Advisor Network’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Mariner Independent Advisor Network’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	-124,247	Closed	-$6.94M	–	349
2020 Q1	$6.94M	Sell	124,247 -26,879	-18%	-$1.97M	0.63%	39
2019 Q4	$12M	Buy	151,126 +7,673	+5%	+$593K	0.87%	21
2019 Q3	$10.8M	Buy	143,453 +3,555	+3%	+$267K	0.82%	23
2019 Q2	$10.5M	Buy	139,898 +5,288	+4%	+$390K	0.79%	25
2019 Q1	$9.92M	Sell	134,610 -58,030	-30%	-$4.1M	0.84%	22
2018 Q4	$13M	Buy	192,640 +58,225	+43%	+$4.06M	1.16%	17
2018 Q3	$10M	Buy	+134,415	New	+$9.92M	1.25%	17
2018 Q2	–	Sell	-108,524	Closed	-$7.56M	–	244
2018 Q1	$7.56M	Buy	108,524 +18,354	+20%	+$1.31M	0.47%	49
2017 Q4	$6.47M	Buy	+90,170	New	+$6.26M	0.68%	33

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

Mariner Independent Advisor Network's JPUS Position: Q2 2020 in Review

Mariner Independent Advisor Network sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 124,247 shares — an estimated $6.94M sold.

Mariner Independent Advisor Network first reported a position in JPUS in Q4 2017 and held it in 9 quarters. The position peaked at $13M in Q4 2018. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

Mariner Independent Advisor Network reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 124,247 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $6.94M.
Mariner Independent Advisor Network first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 9 quarters.
Mariner Independent Advisor Network's JPMorgan Diversified Return US Equity ETF position peaked at $13M in Q4 2018.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2020, filed 3 Aug 2020.