SVA Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

SVA Wealth 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
2020 Q4	$62.6M	Buy	747,959 +26,128	+4%	+$2.08M	5.45%	4
2020 Q3	$53.4M	Buy	721,831 +3,418	+0.5%	+$252K	5.29%	4
2020 Q2	$49.9M	Buy	718,413 +21,049	+3%	+$1.4M	5.32%	5
2020 Q1	$40.9M	Buy	697,364 +22,562	+3%	+$1.65M	4.69%	6
2019 Q4	$53.8M	Buy	674,802 +2,926	+0.4%	+$226K	4.93%	5
2019 Q3	$51M	Buy	671,876 +2,447	+0.4%	+$184K	5%	5
2019 Q2	$50.1M	Buy	669,429 +11,259	+2%	+$831K	4.93%	5
2019 Q1	$48.1M	Buy	658,170 +25,086	+4%	+$1.77M	4.65%	5
2018 Q4	$41.1M	Buy	633,084 +12,907	+2%	+$901K	4.62%	4
2018 Q3	$46.2M	Buy	620,177 +16,004	+3%	+$1.18M	4.7%	4
2018 Q2	$42.9M	Buy	604,173 +38,303	+7%	+$2.71M	4.64%	4
2018 Q1	$38.1M	Sell	565,870 -16,953	-3%	-$1.21M	4.71%	3
2017 Q4	$41.1M	Buy	582,823 +16,953	+3%	+$1.18M	4.82%	3
2017 Q3	$38.1M	Buy	565,870 +22,056	+4%	+$1.45M	4.71%	3
2017 Q2	$35.5M	Buy	543,814 +24,624	+5%	+$1.58M	4.6%	3
2017 Q1	$32.8M	Buy	519,190 +478,084	+1,163%	+$29.5M	4.45%	3
2016 Q4	$2.43M	Buy	+41,106	New	+$2.4M	0.36%	76

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

SVA Wealth Management's JPUS Position: Q4 2020 in Review

SVA Wealth Management increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.6% in Q4 2020, buying an estimated $2.08M and bringing the position to 747,959 shares worth $62.6M. The position accounts for 5.45% of the portfolio, ranked #4.

SVA Wealth Management first reported a position in JPUS in Q4 2016 and has held it in 17 quarters since. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2020.

SVA Wealth Management held 747,959 shares of JPMorgan Diversified Return US Equity ETF worth $62.6M as of Q4 2020.
SVA Wealth Management bought 26,128 JPMorgan Diversified Return US Equity ETF shares in Q4 2020, an estimated $2.08M.
JPMorgan Diversified Return US Equity ETF made up 5.45% of SVA Wealth Management's portfolio in Q4 2020, its #4 holding.
SVA Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2016 and has held it in 17 quarters since.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.