SS
JPUS

Sunbelt Securities’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-49
Closed -$4.79K – 1804
2023
Q2 		$4.79K Hold
49
– – ﹤0.01% 1330
2023
Q1 		$4.62K Buy
+49
New +$4.73K ﹤0.01% 1310

Other funds holding JPUS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sunbelt Securities's JPUS Position: Q3 2023 in Review

Sunbelt Securities sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2023, closing a stake of 49 shares — an estimated $4.79K sold.

Sunbelt Securities first reported a position in JPUS in Q1 2023 and held it in 2 quarters. The position peaked at $4.79K in Q2 2023. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2023.

  • Sunbelt Securities reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 49 JPMorgan Diversified Return US Equity ETF shares in Q3 2023, an estimated $4.79K.
  • Sunbelt Securities first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's JPMorgan Diversified Return US Equity ETF position peaked at $4.79K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.