SHIM
JPUS

Stone House Investment Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Stone House Investment Management’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
2019
Q2 		– Sell
-147
Closed -$11K – 127
2019
Q1 		$11K Buy
+147
New +$10.4K 0.01% 150

Other funds holding JPUS

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Stone House Investment Management's JPUS Position: Q2 2019 in Review

Stone House Investment Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 147 shares — an estimated $11K sold.

Stone House Investment Management first reported a position in JPUS in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

  • Stone House Investment Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 147 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $11K.
  • Stone House Investment Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's JPMorgan Diversified Return US Equity ETF position peaked at $11K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.