MSA
JPUS

Marino Stram & Associates’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-125
Closed -$9K – 340
2019
Q1 		$9K Hold
125
– – 0.01% 314
2018
Q4 		$8K Hold
125
– – 0.01% 301
2018
Q3 		$9K Buy
+125
New +$9.22K 0.01% 312

Other funds holding JPUS

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Marino Stram & Associates's JPUS Position: Q2 2019 in Review

Marino Stram & Associates sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 125 shares — an estimated $9K sold.

Marino Stram & Associates first reported a position in JPUS in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

  • Marino Stram & Associates reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 125 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $9K.
  • Marino Stram & Associates first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2018 and held it in 3 quarters.
  • Marino Stram & Associates's JPMorgan Diversified Return US Equity ETF position peaked at $9K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.