TRCT
JPUS

Tower Research Capital (TRC)’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Tower Research Capital (TRC)’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
Q4 		– Sell
-3,936
Closed -$337K – 6155
2022
Q3 		$337K Buy
3,936
+1,134
+40% +$108K 0.01% 1451
2022
Q2 		$256K Sell
2,802
-2,516
-47% -$249K 0.01% 1598
2022
Q1 		$556K Buy
5,318
+1,067
+25% +$109K 0.01% 1091
2021
Q4 		$451K Sell
4,251
-521
-11% -$53.2K 0.01% 1180
2021
Q3 		$459K Sell
4,772
-1,879
-28% -$185K 0.01% 1048
2021
Q2 		$643K Buy
6,651
+5,552
+505% +$532K 0.02% 974
2021
Q1 		$100K Sell
1,099
-3,690
-77% -$323K ﹤0.01% 2578
2020
Q4 		$401K Buy
4,789
+139
+3% +$11.1K 0.01% 1164
2020
Q3 		$344K Sell
4,650
-5,372
-54% -$396K ﹤0.01% 2063
2020
Q2 		$695K Sell
10,022
-2,554
-20% -$170K 0.03% 764
2020
Q1 		$737K Buy
12,576
+5,641
+81% +$414K 0.04% 304
2019
Q4 		$552K Buy
6,935
+4,920
+244% +$380K 0.05% 237
2019
Q3 		$153K Sell
2,015
-612
-23% -$46K 0.01% 1131
2019
Q2 		$197K Buy
+2,627
New +$194K 0.01% 861

Other funds holding JPUS

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Tower Research Capital (TRC)'s JPUS Position: Q4 2022 in Review

Tower Research Capital (TRC) sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2022, closing a stake of 3,936 shares — an estimated $337K sold.

Tower Research Capital (TRC) first reported a position in JPUS in Q2 2019 and held it in 14 quarters. The position peaked at $737K in Q1 2020. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2022.

  • Tower Research Capital (TRC) reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 3,936 JPMorgan Diversified Return US Equity ETF shares in Q4 2022, an estimated $337K.
  • Tower Research Capital (TRC) first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and held it in 14 quarters.
  • Tower Research Capital (TRC)'s JPMorgan Diversified Return US Equity ETF position peaked at $737K in Q1 2020.
  • 71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2022, filed 10 Feb 2023.