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

SWS 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
2021 Q1	–	Sell	-5,934	Closed	-$496K	–	96
2020 Q4	$496K	Sell	5,934 -457	-7%	-$36.4K	0.22%	101
2020 Q3	$473K	Buy	+6,391	New	+$471K	0.24%	95
2020 Q2	–	Sell	-7,269	Closed	-$426K	–	92
2020 Q1	$426K	Buy	+7,269	New	+$533K	0.3%	86
2019 Q3	$783K	Sell	10,059 -971	-9%	-$73K	0.46%	61
2019 Q2	$838K	Buy	+11,030	New	+$814K	0.53%	56
2018 Q4	$866K	Buy	13,347 +44	+0.3%	+$3.07K	0.66%	55
2018 Q3	$992K	Sell	13,303 -489	-4%	-$36.1K	0.63%	51
2018 Q2	$980K	Sell	13,792 -1,704	-11%	-$120K	0.69%	50
2018 Q1	$1.06M	Sell	15,496 -1,165	-7%	-$83K	0.78%	49
2017 Q4	$1.18M	Buy	+16,661	New	+$1.16M	0.88%	42

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

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

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

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

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

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

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

SWS Partners's JPUS Position: Q1 2021 in Review

SWS Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2021, closing a stake of 5,934 shares — an estimated $496K sold.

SWS Partners first reported a position in JPUS in Q4 2017 and held it in 10 quarters. The position peaked at $1.18M in Q4 2017. 69 funds tracked by Wall St. Rank hold JPUS as of Q1 2021.

SWS Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2021 after selling out during the quarter.
SWS Partners sold 5,934 JPMorgan Diversified Return US Equity ETF shares in Q1 2021, an estimated $496K.
SWS Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 10 quarters.
SWS Partners's JPMorgan Diversified Return US Equity ETF position peaked at $1.18M in Q4 2017.
69 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2021.

Based on SWS Partners's 13F filing for Q1 2021, filed 17 May 2021.