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

Nikulski Financial’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 Q1	–	Sell	-3,245	Closed	-$259K	–	104
2019 Q4	$259K	Sell	3,245 -315	-9%	-$24.3K	0.19%	80
2019 Q3	$268K	Sell	3,560 -70	-2%	-$5.26K	0.22%	73
2019 Q2	$275K	Hold	3,630	–	–	0.23%	66
2019 Q1	$266K	Hold	3,630	–	–	0.26%	62
2018 Q4	$235K	Sell	3,630 -35	-1%	-$2.44K	0.25%	59
2018 Q3	$256K	Buy	+3,665	New	+$270K	0.24%	62

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

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

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Nikulski Financial's JPUS Position: Q1 2020 in Review

Nikulski Financial sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 3,245 shares — an estimated $259K sold.

Nikulski Financial first reported a position in JPUS in Q3 2018 and held it in 6 quarters. The position peaked at $275K in Q2 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

Nikulski Financial reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
Nikulski Financial sold 3,245 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $259K.
Nikulski Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2018 and held it in 6 quarters.
Nikulski Financial's JPMorgan Diversified Return US Equity ETF position peaked at $275K in Q2 2019.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on Nikulski Financial's 13F filing for Q1 2020, filed 29 Apr 2020.