MA
JPUS

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

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return