SAM
JPUS

SignalPoint Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

SignalPoint Asset 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 		$729K Sell
6,390
-90
-1% -$10.7K 0.18% 103
2024
Q3 		$774K Hold
6,480
– – 0.18% 108
2024
Q2 		$708K Sell
6,480
-175
-3% -$19.1K 0.19% 112
2024
Q1 		$745K Sell
6,655
-50
-0.7% -$5.28K 0.2% 101
2023
Q4 		$688K Sell
6,705
-220
-3% -$21.2K 0.2% 103
2023
Q3 		$650K Hold
6,925
– – 0.21% 99
2023
Q2 		$677K Sell
6,925
-10
-0.1% -$951 0.21% 98
2023
Q1 		$663K Hold
6,935
– – 0.21% 95
2022
Q4 		$657K Buy
6,935
+20
+0.3% +$1.88K 0.23% 96
2022
Q3 		$591K Hold
6,915
– – 0.23% 92
2022
Q2 		$632K Hold
6,915
– – 0.23% 94
2022
Q1 		$722K Hold
6,915
– – 0.23% 96
2021
Q4 		$733K Sell
6,915
-150
-2% -$15.3K 0.22% 99
2021
Q3 		$679K Sell
7,065
-30
-0.4% -$2.96K 0.22% 103
2021
Q2 		$686K Hold
7,095
– – 0.22% 101
2021
Q1 		$648K Sell
7,095
-40
-0.6% -$3.5K 0.23% 100
2020
Q4 		$597K Sell
7,135
-1,500
-17% -$120K 0.23% 100
2020
Q3 		$639K Sell
8,635
-1,000
-10% -$73.7K 0.27% 87
2020
Q2 		$669K Hold
9,635
– – 0.3% 70
2020
Q1 		$565K Buy
9,635
+650
+7% +$47.7K 0.3% 72
2019
Q4 		$716K Buy
8,985
+1,700
+23% +$131K 0.3% 80
2019
Q3 		$553K Hold
7,285
– – 0.25% 94
2019
Q2 		$545K Buy
7,285
+535
+8% +$39.5K 0.26% 101
2019
Q1 		$494K Buy
6,750
+1,100
+19% +$77.8K 0.22% 122
2018
Q4 		$367K Buy
5,650
+100
+2% +$6.98K 0.18% 140
2018
Q3 		$414K Hold
5,550
– – 0.19% 139
2018
Q2 		$394K Hold
5,550
– – 0.19% 135
2018
Q1 		$387K Sell
5,550
-50
-0.9% -$3.56K 0.19% 136
2017
Q4 		$395K Hold
5,600
– – 0.19% 137
2017
Q3 		$376K Buy
+5,600
New +$369K 0.19% 138

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 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 $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $786B AUM 40.34% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SignalPoint Asset Management's JPUS Position: Q4 2024 in Review

SignalPoint Asset Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.4% in Q4 2024, selling an estimated $10.7K and leaving 6,390 shares worth $729K. The position accounts for 0.18% of the portfolio, ranked #103.

SignalPoint Asset Management first reported a position in JPUS in Q3 2017 and has held it in 30 quarters since. The position peaked at $774K in Q3 2024. 85 funds tracked by Wall St. Rank hold JPUS as of Q4 2024.

  • SignalPoint Asset Management held 6,390 shares of JPMorgan Diversified Return US Equity ETF worth $729K as of Q4 2024.
  • SignalPoint Asset Management sold 90 JPMorgan Diversified Return US Equity ETF shares in Q4 2024, an estimated $10.7K.
  • JPMorgan Diversified Return US Equity ETF made up 0.18% of SignalPoint Asset Management's portfolio in Q4 2024, its #103 holding.
  • SignalPoint Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and has held it in 30 quarters since.
  • SignalPoint Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $774K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.