Next Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Next Financial Group’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 Q2	–	Sell	-89	Closed	-$5K	–	1268
2020 Q1	$5K	Hold	89	–	–	﹤0.01%	1710
2019 Q4	$7K	Sell	89 -2	-2%	-$154	﹤0.01%	1879
2019 Q3	$7K	Sell	91 -2	-2%	-$150	﹤0.01%	1818
2019 Q2	$7K	Buy	+93	New	+$6.86K	﹤0.01%	1790
2019 Q1	–	Sell	-101	Closed	-$7K	–	1889
2018 Q4	$7K	Buy	+101	New	+$7.05K	﹤0.01%	1446

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Next Financial Group's JPUS Position: Q2 2020 in Review

Next Financial Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2020, closing a stake of 89 shares — an estimated $5K sold.

Next Financial Group first reported a position in JPUS in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 78 funds tracked by Wall St. Rank hold JPUS as of Q2 2020.

Next Financial Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 89 JPMorgan Diversified Return US Equity ETF shares in Q2 2020, an estimated $5K.
Next Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 5 quarters.
Next Financial Group's JPMorgan Diversified Return US Equity ETF position peaked at $7K in Q4 2019.
78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.