MFS
JPUS

MSI Financial Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

MSI Financial 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
2016
Q4 		$3K Hold
46
– – ﹤0.01% 3354
2016
Q3 		$3K Buy
+46
New +$2.69K ﹤0.01% 3348

Other funds holding JPUS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

MSI Financial Services's JPUS Position: Q4 2016 in Review

MSI Financial Services held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q4 2016 at 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

MSI Financial Services first reported a position in JPUS in Q3 2016 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold JPUS as of Q4 2016.

  • MSI Financial Services held 46 shares of JPMorgan Diversified Return US Equity ETF worth $3K as of Q4 2016.
  • MSI Financial Services left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q4 2016.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3354 holding.
  • MSI Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2016 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.