PCA
JPUS

Providence Capital Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Providence Capital Advisors’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
-97
Closed -$8K – 277
2019
Q4 		$8K Hold
97
– – ﹤0.01% 189
2019
Q3 		$7K Buy
+97
New +$7.29K ﹤0.01% 183
2019
Q2 		– Hold
0
– – – 188
2019
Q1 		– Hold
0
– – – 120
2018
Q4 		– Hold
0
– – – 136
2018
Q3 		– Hold
0
– – – 137

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

Providence Capital Advisors's JPUS Position: Q1 2020 in Review

Providence Capital Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 97 shares — an estimated $8K sold.

Providence Capital Advisors first reported a position in JPUS in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

  • Providence Capital Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Providence Capital Advisors sold 97 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $8K.
  • Providence Capital Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2019 and held it in 2 quarters.
  • Providence Capital Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $8K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on Providence Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.