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

Prestige Wealth Management 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
2023 Q2	–	Sell	-108	Closed	-$10.3K	–	1076
2023 Q1	$10.3K	Hold	108	–	–	﹤0.01%	433
2022 Q4	$10.2K	Hold	108	–	–	﹤0.01%	463
2022 Q3	$9K	Hold	108	–	–	﹤0.01%	437
2022 Q2	$10K	Buy	+108	New	+$10.7K	﹤0.01%	438

Other funds holding JPUS

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

Prestige Wealth Management Group's JPUS Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2023, closing a stake of 108 shares — an estimated $10.3K sold.

Prestige Wealth Management Group first reported a position in JPUS in Q2 2022 and held it in 4 quarters. The position peaked at $10.3K in Q1 2023. 74 funds tracked by Wall St. Rank hold JPUS as of Q2 2023.

Prestige Wealth Management Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 108 JPMorgan Diversified Return US Equity ETF shares in Q2 2023, an estimated $10.3K.
Prestige Wealth Management Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2022 and held it in 4 quarters.
Prestige Wealth Management Group's JPMorgan Diversified Return US Equity ETF position peaked at $10.3K in Q1 2023.
74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.