NPC
JPUS

National Planning Corporation’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-6,192
Closed -$417K – 351
2017
Q3 		$417K Buy
6,192
+1,105
+22% +$72.8K 0.03% 412
2017
Q2 		$332K Buy
5,087
+215
+4% +$13.8K 0.03% 521
2017
Q1 		$306K Buy
+4,872
New +$301K 0.02% 511

Other funds holding JPUS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

National Planning Corporation's JPUS Position: Q4 2017 in Review

National Planning Corporation sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2017, closing a stake of 6,192 shares — an estimated $417K sold.

National Planning Corporation first reported a position in JPUS in Q1 2017 and held it in 3 quarters. The position peaked at $417K in Q3 2017. 58 funds tracked by Wall St. Rank hold JPUS as of Q4 2017.

  • National Planning Corporation reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 6,192 JPMorgan Diversified Return US Equity ETF shares in Q4 2017, an estimated $417K.
  • National Planning Corporation first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and held it in 3 quarters.
  • National Planning Corporation's JPMorgan Diversified Return US Equity ETF position peaked at $417K in Q3 2017.
  • 58 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.