Transamerica Financial Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Transamerica Financial Advisors’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 Q3	–	Sell	-60	Closed	-$5K	–	335
2019 Q2	$5K	Buy	+60	New	+$4.43K	﹤0.01%	342
2019 Q1	–	Sell	-60	Closed	-$4K	–	298
2018 Q4	$4K	Buy	+60	New	+$4.19K	﹤0.01%	328
2018 Q1	–	Sell	-24,182	Closed	-$1.71M	–	467
2017 Q4	$1.71M	Sell	24,182 -15,673	-39%	-$1.09M	0.23%	121
2017 Q3	$2.68M	Buy	+39,855	New	+$2.63M	0.33%	92

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

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

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transamerica Financial Advisors's JPUS Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2019, closing a stake of 60 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in JPUS in Q3 2017 and held it in 4 quarters. The position peaked at $2.68M in Q3 2017. 83 funds tracked by Wall St. Rank hold JPUS as of Q3 2019.

Transamerica Financial Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 60 JPMorgan Diversified Return US Equity ETF shares in Q3 2019, an estimated $5K.
Transamerica Financial Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 4 quarters.
Transamerica Financial Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.68M in Q3 2017.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.