T
JPUS

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

TCWP’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
2022
Q2 		– Sell
-159
Closed -$16K – 1033
2022
Q1 		$16K Buy
+159
New +$16.2K ﹤0.01% 751

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

TCWP's JPUS Position: Q2 2022 in Review

TCWP sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2022, closing a stake of 159 shares — an estimated $16K sold.

TCWP first reported a position in JPUS in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 72 funds tracked by Wall St. Rank hold JPUS as of Q2 2022.

  • TCWP reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 159 JPMorgan Diversified Return US Equity ETF shares in Q2 2022, an estimated $16K.
  • TCWP first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's JPMorgan Diversified Return US Equity ETF position peaked at $16K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.