SFI
JPUS

SPC Financial Inc’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

SPC Financial Inc’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
2022
Q1 		– Sell
-52,554
Closed -$5.57M – 199
2021
Q4 		$5.57M Buy
52,554
+2,316
+5% +$236K 0.62% 31
2021
Q3 		$4.83M Buy
50,238
+602
+1% +$59.3K 0.6% 31
2021
Q2 		$4.8M Sell
49,636
-4,859
-9% -$465K 0.58% 33
2021
Q1 		$4.98M Buy
54,495
+4,208
+8% +$368K 0.66% 30
2020
Q4 		$4.21M Buy
50,287
+3,356
+7% +$268K 0.59% 31
2020
Q3 		$3.47M Sell
46,931
-2,130
-4% -$157K 0.6% 30
2020
Q2 		$3.4M Buy
49,061
+5,959
+14% +$397K 0.71% 28
2020
Q1 		$2.53M Buy
43,102
+11,812
+38% +$866K 0.64% 36
2019
Q4 		$2.49M Buy
31,290
+4,139
+15% +$320K 0.46% 40
2019
Q3 		$2.06M Buy
27,151
+6,333
+30% +$476K 0.44% 40
2019
Q2 		$1.56M Buy
20,818
+3,774
+22% +$279K 0.31% 51
2019
Q1 		$1.25M Buy
17,044
+2,053
+14% +$145K 0.27% 55
2018
Q4 		$972K Sell
14,991
-1,012
-6% -$70.6K 0.27% 57
2018
Q3 		$1.19M Buy
16,003
+3,245
+25% +$239K 0.24% 57
2018
Q2 		$906K Buy
12,758
+3,199
+33% +$226K 0.2% 66
2018
Q1 		$666K Buy
+9,559
New +$681K 0.15% 71

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
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

SPC Financial Inc's JPUS Position: Q1 2022 in Review

SPC Financial Inc sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2022, closing a stake of 52,554 shares — an estimated $5.57M sold.

SPC Financial Inc first reported a position in JPUS in Q1 2018 and held it in 16 quarters. The position peaked at $5.57M in Q4 2021. 77 funds tracked by Wall St. Rank hold JPUS as of Q1 2022.

  • SPC Financial Inc reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • SPC Financial Inc sold 52,554 JPMorgan Diversified Return US Equity ETF shares in Q1 2022, an estimated $5.57M.
  • SPC Financial Inc first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and held it in 16 quarters.
  • SPC Financial Inc's JPMorgan Diversified Return US Equity ETF position peaked at $5.57M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2022.

Based on SPC Financial Inc's 13F filing for Q1 2022, filed 2 May 2022.