Strategic Capital Advisers’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Strategic Capital Advisers’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	-50,198	Closed	-$3.67M	–	56
2019 Q1	$3.67M	Sell	50,198 -3,697	-7%	-$261K	3.97%	3
2018 Q4	$3.5M	Sell	53,895 -4,215	-7%	-$294K	3.75%	5
2018 Q3	$4.33M	Sell	58,110 -6,189	-10%	-$457K	3.08%	6
2018 Q2	$4.74M	Buy	64,299 +14,904	+30%	+$1.05M	3.47%	5
2018 Q1	$3.48M	Hold	49,395	–	–	3.44%	5
2017 Q4	$3.48M	Buy	+49,395	New	+$3.43M	3.43%	5

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

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

DJSG

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 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

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

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.75B AUM 18.02% 1-Year Est. Return

Strategic Capital Advisers's JPUS Position: Q2 2019 in Review

Strategic Capital Advisers sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 50,198 shares — an estimated $3.67M sold.

Strategic Capital Advisers first reported a position in JPUS in Q4 2017 and held it in 6 quarters. The position peaked at $4.74M in Q2 2018. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

Strategic Capital Advisers reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
Strategic Capital Advisers sold 50,198 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $3.67M.
Strategic Capital Advisers first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 6 quarters.
Strategic Capital Advisers's JPMorgan Diversified Return US Equity ETF position peaked at $4.74M in Q2 2018.
82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on Strategic Capital Advisers's 13F filing for Q2 2019, filed 30 Jul 2019.