MWM
JPUS

Meridian Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Meridian Wealth Management’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
Q3 		– Sell
-332
Closed -$249 – 352
2019
Q2 		$249 Buy
+332
New +$24.5K 0.01% 502

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meridian Wealth Management's JPUS Position: Q3 2019 in Review

Meridian Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2019, closing a stake of 332 shares — an estimated $249 sold.

Meridian Wealth Management first reported a position in JPUS in Q2 2019 and held it in 1 quarter. The position peaked at $249 in Q2 2019. 83 funds tracked by Wall St. Rank hold JPUS as of Q3 2019.

  • Meridian Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 332 JPMorgan Diversified Return US Equity ETF shares in Q3 2019, an estimated $249.
  • Meridian Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $249 in Q2 2019.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.