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	–	1682
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

DJSG

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

Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

RJFSA

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

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Sowell Financial Services's JPUS Position: Q2 2023 in Review

Sowell Financial Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2023, closing a stake of 4,471 shares — an estimated $427K sold.

Sowell Financial Services first reported a position in JPUS in Q4 2018 and held it in 10 quarters. The position peaked at $877K in Q4 2019. 74 funds tracked by Wall St. Rank hold JPUS as of Q2 2023.

Sowell Financial Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 4,471 JPMorgan Diversified Return US Equity ETF shares in Q2 2023, an estimated $427K.
Sowell Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 10 quarters.
Sowell Financial Services's JPMorgan Diversified Return US Equity ETF position peaked at $877K in Q4 2019.
74 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.