SWM
JPUS

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

SeaCrest 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
2019
Q2 		– Sell
-102
Closed -$7K – 1211
2019
Q1 		$7K Hold
102
– – ﹤0.01% 1628
2018
Q4 		$7K Buy
+102
New +$7.12K ﹤0.01% 1594

Other funds holding JPUS

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

SeaCrest Wealth Management's JPUS Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 102 shares — an estimated $7K sold.

SeaCrest Wealth Management first reported a position in JPUS in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 102 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $7K.
  • SeaCrest Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $7K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.