Sowell Financial Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-4,471	Closed	-$427K	–	698
2023 Q1	$427K	Buy	+4,471	New	+$431K	0.03%	474
2021 Q2	–	Sell	-776	Closed	-$75K	–	1683
2021 Q1	$75K	Sell	776 -779	-50%	-$68.2K	﹤0.01%	1498
2020 Q4	$130K	Sell	1,555 -1,229	-44%	-$98K	0.01%	1053
2020 Q3	$206K	Sell	2,784 -1,543	-36%	-$114K	0.01%	716
2020 Q2	$300K	Sell	4,327 -8,972	-67%	-$597K	0.02%	600
2020 Q1	$780K	Buy	13,299 +2,295	+21%	+$168K	0.06%	294
2019 Q4	$877K	Buy	11,004 +436	+4%	+$33.7K	0.07%	293
2019 Q3	$802K	Buy	+10,568	New	+$794K	0.07%	293
2019 Q1	$710K	Buy	9,705 +1,539	+19%	+$109K	0.08%	259
2018 Q4	$530K	Buy	+8,166	New	+$570K	0.08%	264

Other funds holding JPUS

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return