SkyView Investment Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

SkyView Investment 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
2023 Q3	–	Sell	-47,388	Closed	-$4.63M	–	684
2023 Q2	$4.63M	Sell	47,388 -443	-0.9%	-$42.1K	1.16%	10
2023 Q1	$4.57M	Buy	47,831 +453	+1%	+$43.7K	1.07%	10
2022 Q4	$4.49M	Buy	47,378 +113	+0.2%	+$10.6K	1.36%	4
2022 Q3	$4.04M	Buy	47,265 +359	+0.8%	+$34.1K	1.18%	7
2022 Q2	$4.29M	Sell	46,906 -4,773	-9%	-$472K	1.13%	5
2022 Q1	$5.15M	Sell	51,679 -29,544	-36%	-$3.02M	1.22%	8
2021 Q4	$8.61M	Sell	81,223 -611	-0.7%	-$62.3K	1.94%	4
2021 Q3	$7.87M	Buy	81,834 +1,228	+2%	+$121K	2.21%	4
2021 Q2	$7.36M	Hold	80,606	–	–	3.43%	3
2021 Q1	$7.36M	Buy	80,606 +1,088	+1%	+$95.2K	3.26%	3
2020 Q4	$6.65M	Buy	+79,518	New	+$6.34M	3.14%	3

Other funds holding JPUS

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

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

MWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SkyView Investment Advisors's JPUS Position: Q3 2023 in Review

SkyView Investment Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2023, closing a stake of 47,388 shares — an estimated $4.63M sold.

SkyView Investment Advisors first reported a position in JPUS in Q4 2020 and held it in 11 quarters. The position peaked at $8.61M in Q4 2021. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2023.

SkyView Investment Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 47,388 JPMorgan Diversified Return US Equity ETF shares in Q3 2023, an estimated $4.63M.
SkyView Investment Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $8.61M in Q4 2021.
70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.