RJFSA
JPUS

Raymond James Financial Services Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$6.11M Sell
51,029
-5,034
-9% -$575K 0.01% 1124
2024
Q2 		$6.12M Sell
56,063
-7,342
-12% -$802K 0.01% 1060
2024
Q1 		$7.1M Buy
63,405
+700
+1% +$73.9K 0.01% 960
2023
Q4 		$6.44M Sell
62,705
-1,272
-2% -$122K 0.01% 950
2023
Q3 		$6.01M Sell
63,977
-4,132
-6% -$405K 0.01% 926
2023
Q2 		$6.66M Buy
68,109
+6,178
+10% +$587K 0.01% 882
2023
Q1 		$5.92M Buy
61,931
+11,375
+22% +$1.1M 0.01% 914
2022
Q4 		$4.79M Buy
50,556
+6,528
+15% +$613K 0.01% 976
2022
Q3 		$3.76M Buy
44,028
+24,776
+129% +$2.35M 0.01% 1070
2022
Q2 		$1.76M Buy
19,252
+144
+0.8% +$14.2K ﹤0.01% 1507
2022
Q1 		$2M Buy
19,108
+727
+4% +$74.2K ﹤0.01% 1488
2021
Q4 		$1.95M Sell
18,381
-32,704
-64% -$3.34M ﹤0.01% 1557
2021
Q3 		$4.91M Buy
51,085
+7,851
+18% +$774K 0.01% 985
2021
Q2 		$4.18M Buy
43,234
+1,491
+4% +$143K 0.01% 1060
2021
Q1 		$3.81M Buy
41,743
+4,746
+13% +$415K 0.01% 1033
2020
Q4 		$3.1M Buy
36,997
+26,171
+242% +$2.09M 0.01% 1057
2020
Q3 		$801K Sell
10,826
-703
-6% -$51.8K ﹤0.01% 1685
2020
Q2 		$800K Buy
+11,529
New +$767K ﹤0.01% 1617
2020
Q1 		– Sell
-15,511
Closed -$1.24M – 2654
2019
Q4 		$1.24M Sell
15,511
-553
-3% -$42.7K ﹤0.01% 1432
2019
Q3 		$1.22M Buy
16,064
+91
+0.6% +$6.84K ﹤0.01% 1356
2019
Q2 		$1.2M Sell
15,973
-5,173
-24% -$382K ﹤0.01% 1397
2019
Q1 		$1.55M Sell
21,146
-10,965
-34% -$775K 0.01% 1209
2018
Q4 		$2.08M Buy
32,111
+3,374
+12% +$235K 0.01% 881
2018
Q3 		$2.14M Sell
28,737
-3,160
-10% -$233K 0.01% 1032
2018
Q2 		$2.27M Buy
+31,897
New +$2.25M 0.01% 949
2018
Q1 		– Sell
-29,763
Closed -$2.1M – 2645
2017
Q4 		$2.1M Sell
29,763
-823
-3% -$57.2K 0.01% 902
2017
Q3 		$2.06M Sell
30,586
-2,897
-9% -$191K 0.01% 911
2017
Q2 		$2.19M Buy
+33,483
New +$2.15M 0.02% 845

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's JPUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 9% in Q3 2024, selling an estimated $575K and leaving 51,029 shares worth $6.11M. The position accounts for 0.01% of the portfolio, ranked #1124.

Raymond James Financial Services Advisors first reported a position in JPUS in Q2 2017 and has held it in 28 quarters since. The position peaked at $7.1M in Q1 2024. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2024.

  • Raymond James Financial Services Advisors held 51,029 shares of JPMorgan Diversified Return US Equity ETF worth $6.11M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,034 JPMorgan Diversified Return US Equity ETF shares in Q3 2024, an estimated $575K.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1124 holding.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $7.1M in Q1 2024.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.