MUFG Americas’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-871	Closed	-$74K	–	461
2022 Q3	$74K	Hold	871	–	–	﹤0.01%	458
2022 Q2	$80K	Sell	871 -360	-29%	-$35.6K	﹤0.01%	459
2022 Q1	$129K	Hold	1,231	–	–	﹤0.01%	428
2021 Q4	$131K	Hold	1,231	–	–	﹤0.01%	434
2021 Q3	$118K	Buy	1,231 +23	+2%	+$2.27K	﹤0.01%	431
2021 Q2	$117K	Sell	1,208 -124	-9%	-$11.9K	﹤0.01%	416
2021 Q1	$122K	Hold	1,332	–	–	﹤0.01%	432
2020 Q4	$111K	Hold	1,332	–	–	﹤0.01%	439
2020 Q3	$99K	Hold	1,332	–	–	﹤0.01%	433
2020 Q2	$92K	Hold	1,332	–	–	﹤0.01%	433
2020 Q1	$78K	Buy	1,332 +517	+63%	+$37.9K	﹤0.01%	446
2019 Q4	$65K	Hold	815	–	–	﹤0.01%	508
2019 Q3	$62K	Buy	+815	New	+$61.2K	﹤0.01%	512

Other funds holding JPUS

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

MUFG Americas's JPUS Position: Q4 2022 in Review

MUFG Americas sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 871 shares — an estimated $74K sold.

MUFG Americas first reported a position in JPUS in Q3 2019 and held it in 13 quarters. The position peaked at $131K in Q4 2021. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

MUFG Americas reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 871 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $74K.
MUFG Americas first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2019 and held it in 13 quarters.
MUFG Americas's JPMorgan Diversified Return US Equity ETF position peaked at $131K in Q4 2021.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.