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

Sanctuary 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
2024 Q4	$51.6K	Hold	452	–	–	0.03%	89
2024 Q3	$54.1K	Hold	452	–	–	0.04%	95
2024 Q2	$49.4K	Hold	452	–	–	0.04%	87
2024 Q1	$50.6K	Sell	452 -5	-1%	-$528	0.04%	89
2023 Q4	$46.9K	Sell	457 -609	-57%	-$58.6K	0.05%	88
2023 Q3	$100K	Hold	1,066	–	–	0.11%	52
2023 Q2	$104K	Buy	+1,066	New	+$101K	0.11%	52
2022 Q4	$101K	Buy	+1,066	New	+$100K	0.12%	45
2021 Q3	–	Sell	-2,069	Closed	-$200K	–	37
2021 Q2	$200K	Sell	2,069 -5,524	-73%	-$529K	0.24%	35
2021 Q1	$693K	Hold	7,593	–	–	0.89%	18
2020 Q4	$635K	Sell	7,593 -496	-6%	-$39.5K	0.77%	21
2020 Q3	$598K	Sell	8,089 -199	-2%	-$14.7K	0.58%	18
2020 Q2	$575K	Sell	8,288 -662	-7%	-$44.1K	0.6%	15
2020 Q1	$525K	Sell	8,950 -750	-8%	-$55K	0.7%	10
2019 Q4	$773K	Sell	9,700 -2,875	-23%	-$222K	0.86%	8
2019 Q3	$955K	Hold	12,575	–	–	0.97%	8
2019 Q2	$941K	Buy	12,575 +5,545	+79%	+$409K	0.87%	12
2019 Q1	$456K	Hold	7,030	–	–	0.47%	11
2018 Q4	$456K	Hold	7,030	–	–	0.47%	11
2018 Q3	$524K	Hold	7,030	–	–	0.45%	12
2018 Q2	$499K	Buy	+7,030	New	+$497K	0.43%	12

Other funds holding JPUS

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

MWM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanctuary Wealth Management's JPUS Position: Q4 2024 in Review

Sanctuary Wealth Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q4 2024 at 452 shares worth $51.6K. The position accounts for 0.03% of the portfolio, ranked #89.

Sanctuary Wealth Management first reported a position in JPUS in Q2 2018 and has held it in 21 quarters since. The position peaked at $955K in Q3 2019. 85 funds tracked by Wall St. Rank hold JPUS as of Q4 2024.

Sanctuary Wealth Management held 452 shares of JPMorgan Diversified Return US Equity ETF worth $51.6K as of Q4 2024.
Sanctuary Wealth Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q4 2024.
JPMorgan Diversified Return US Equity ETF made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #89 holding.
Sanctuary Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and has held it in 21 quarters since.
Sanctuary Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $955K in Q3 2019.
85 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.