TWM
JPUS

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

TLW 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
2019
Q1 		– Sell
-7,030
Closed -$456K – 31
2018
Q4 		$456K Buy
+7,030
New +$491K 0.47% 11

Other funds holding JPUS

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
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
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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

TLW Wealth Management's JPUS Position: Q1 2019 in Review

TLW Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2019, closing a stake of 7,030 shares — an estimated $456K sold.

TLW Wealth Management first reported a position in JPUS in Q4 2018 and held it in 1 quarter. The position peaked at $456K in Q4 2018. 78 funds tracked by Wall St. Rank hold JPUS as of Q1 2019.

  • TLW Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2019 after selling out during the quarter.
  • TLW Wealth Management sold 7,030 JPMorgan Diversified Return US Equity ETF shares in Q1 2019, an estimated $456K.
  • TLW Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 1 quarter.
  • TLW Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $456K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2019.

Based on TLW Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.