OPS
JPUS

Orion Portfolio Solutions’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Orion Portfolio Solutions’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
-425
Closed -$29K – 1283
2020
Q2 		$29K Buy
425
+68
+19% +$4.53K ﹤0.01% 845
2020
Q1 		$21K Sell
357
-2,612
-88% -$192K ﹤0.01% 817
2019
Q4 		$237K Buy
+2,969
New +$229K 0.02% 292

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

Orion Portfolio Solutions's JPUS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2020, closing a stake of 425 shares — an estimated $29K sold.

Orion Portfolio Solutions first reported a position in JPUS in Q4 2019 and held it in 3 quarters. The position peaked at $237K in Q4 2019. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 425 JPMorgan Diversified Return US Equity ETF shares in Q3 2020, an estimated $29K.
  • Orion Portfolio Solutions first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's JPMorgan Diversified Return US Equity ETF position peaked at $237K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.