SWP
JPUS

Stratos Wealth Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-284
Closed -$21K – 1691
2018
Q3 		$21K Buy
+284
New +$21K ﹤0.01% 1852
2018
Q2 		– Sell
-381
Closed -$27K – 1815
2018
Q1 		$27K Buy
+381
New +$27.2K ﹤0.01% 1888

Other funds holding JPUS

TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Stratos Wealth Partners's JPUS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2018, closing a stake of 284 shares — an estimated $21K sold.

Stratos Wealth Partners first reported a position in JPUS in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 284 JPMorgan Diversified Return US Equity ETF shares in Q4 2018, an estimated $21K.
  • Stratos Wealth Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's JPMorgan Diversified Return US Equity ETF position peaked at $27K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.