Perigon Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Perigon Wealth Management’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
2018 Q2	–	Sell	-47	Closed	-$3K	–	441
2018 Q1	$3K	Hold	47	–	–	﹤0.01%	581
2017 Q4	$3K	Sell	47 -303	-87%	-$21K	﹤0.01%	559
2017 Q3	$24K	Buy	350 +327	+1,422%	+$21.6K	0.01%	430
2017 Q2	$2K	Buy	+23	New	+$1.48K	﹤0.01%	563

Other funds holding JPUS

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

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Perigon Wealth Management's JPUS Position: Q2 2018 in Review

Perigon Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2018, closing a stake of 47 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in JPUS in Q2 2017 and held it in 4 quarters. The position peaked at $24K in Q3 2017. 63 funds tracked by Wall St. Rank hold JPUS as of Q2 2018.

Perigon Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2018 after selling out during the quarter.
Perigon Wealth Management sold 47 JPMorgan Diversified Return US Equity ETF shares in Q2 2018, an estimated $3K.
Perigon Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2017 and held it in 4 quarters.
Perigon Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $24K in Q3 2017.
63 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.