NR
JPUS

Newfound Research’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Newfound Research’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
2020
Q3 		– Sell
-84
Closed -$6K – 124
2020
Q2 		$6K Buy
84
+14
+20% +$932 0.01% 43
2020
Q1 		$4K Sell
70
-84
-55% -$6.16K ﹤0.01% 26
2019
Q4 		$12K Sell
154
-32
-17% -$2.47K 0.01% 43
2019
Q3 		$14K Hold
186
– – 0.01% 53
2019
Q2 		$14K Buy
186
+33
+22% +$2.44K 0.01% 53
2019
Q1 		$11K Buy
153
+43
+39% +$3.04K 0.01% 47
2018
Q4 		$7K Sell
110
-77
-41% -$5.37K ﹤0.01% 30
2018
Q3 		$14K Buy
187
+1
+0.5% +$74 0.01% 54
2018
Q2 		$13K Buy
186
+133
+251% +$9.39K 0.01% 40
2018
Q1 		$4K Hold
53
– – ﹤0.01% 63
2017
Q4 		$4K Buy
53
+4
+8% +$278 ﹤0.01% 75
2017
Q3 		$3K Buy
+49
New +$3.23K ﹤0.01% 78

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newfound Research's JPUS Position: Q3 2020 in Review

Newfound Research sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2020, closing a stake of 84 shares — an estimated $6K sold.

Newfound Research first reported a position in JPUS in Q3 2017 and held it in 12 quarters. The position peaked at $14K in Q3 2019. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

  • Newfound Research reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Newfound Research sold 84 JPMorgan Diversified Return US Equity ETF shares in Q3 2020, an estimated $6K.
  • Newfound Research first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 12 quarters.
  • Newfound Research's JPMorgan Diversified Return US Equity ETF position peaked at $14K in Q3 2019.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on Newfound Research's 13F filing for Q3 2020, filed 20 Oct 2020.