SSB
JPUS

Sandy Spring Bank’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Sandy Spring Bank’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
Q2 		– Sell
-250
Closed -$28K – 1303
2024
Q1 		$28K Buy
+250
New +$26.4K ﹤0.01% 691

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sandy Spring Bank's JPUS Position: Q2 2024 in Review

Sandy Spring Bank sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2024, closing a stake of 250 shares — an estimated $28K sold.

Sandy Spring Bank first reported a position in JPUS in Q1 2024 and held it in 1 quarter. The position peaked at $28K in Q1 2024. 76 funds tracked by Wall St. Rank hold JPUS as of Q2 2024.

  • Sandy Spring Bank reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 250 JPMorgan Diversified Return US Equity ETF shares in Q2 2024, an estimated $28K.
  • Sandy Spring Bank first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Sandy Spring Bank's JPMorgan Diversified Return US Equity ETF position peaked at $28K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.