MML Investors Services
JPUS

MML Investors Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

MML Investors Services’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
2018
Q4 		– Sell
-4,609
Closed -$344K – 1557
2018
Q3 		$344K Buy
4,609
+1,670
+57% +$123K 0.01% 1206
2018
Q2 		$209K Buy
+2,939
New +$208K ﹤0.01% 1255

Other funds holding JPUS

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
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

MML Investors Services's JPUS Position: Q4 2018 in Review

MML Investors Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2018, closing a stake of 4,609 shares — an estimated $344K sold.

MML Investors Services first reported a position in JPUS in Q2 2018 and held it in 2 quarters. The position peaked at $344K in Q3 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q4 2018.

  • MML Investors Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • MML Investors Services sold 4,609 JPMorgan Diversified Return US Equity ETF shares in Q4 2018, an estimated $344K.
  • MML Investors Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 2 quarters.
  • MML Investors Services's JPMorgan Diversified Return US Equity ETF position peaked at $344K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2018.

Based on MML Investors Services's 13F filing for Q4 2018, filed 14 Feb 2019.