SNS Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

SNS Financial Group’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
2020 Q1	–	Sell	-7,457	Closed	-$594K	–	213
2019 Q4	$594K	Sell	7,457 -519	-7%	-$40.1K	0.1%	116
2019 Q3	$606K	Sell	7,976 -1,451	-15%	-$109K	0.12%	103
2019 Q2	$706K	Sell	9,427 -1,188	-11%	-$87.7K	0.13%	94
2019 Q1	$776K	Sell	10,615 -2,061	-16%	-$146K	0.17%	86
2018 Q4	$822K	Sell	12,676 -912	-7%	-$63.6K	0.2%	85
2018 Q3	$1.01M	Sell	13,588 -490	-3%	-$36.2K	0.24%	72
2018 Q2	$1M	Sell	14,078 -703	-5%	-$49.7K	0.26%	62
2018 Q1	$1.03M	Sell	14,781 -1,837	-11%	-$131K	0.28%	64
2017 Q4	$1.17M	Sell	16,618 -656	-4%	-$45.6K	0.28%	64
2017 Q3	$1.16M	Sell	17,274 -1,354	-7%	-$89.3K	0.3%	65
2017 Q2	$1.22M	Sell	18,628 -1,428	-7%	-$91.8K	0.32%	67
2017 Q1	$1.27M	Sell	20,056 -3,232	-14%	-$200K	0.33%	70
2016 Q4	$1.38M	Buy	23,288 +1,537	+7%	+$89.7K	0.4%	58
2016 Q3	$1.27M	Buy	21,751 +2,622	+14%	+$154K	0.37%	53
2016 Q2	$1.1M	Buy	+19,129	New	+$1.07M	0.28%	59

Other funds holding JPUS

MWM

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

DJSG

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SNS Financial Group's JPUS Position: Q1 2020 in Review

SNS Financial Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2020, closing a stake of 7,457 shares — an estimated $594K sold.

SNS Financial Group first reported a position in JPUS in Q2 2016 and held it in 15 quarters. The position peaked at $1.38M in Q4 2016. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2020.

SNS Financial Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2020 after selling out during the quarter.
SNS Financial Group sold 7,457 JPMorgan Diversified Return US Equity ETF shares in Q1 2020, an estimated $594K.
SNS Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2016 and held it in 15 quarters.
SNS Financial Group's JPMorgan Diversified Return US Equity ETF position peaked at $1.38M in Q4 2016.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.