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

TrueWealth 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
2022 Q3	–	Sell	-2,279	Closed	-$209K	–	171
2022 Q2	$209K	Sell	2,279 -700	-23%	-$69.3K	0.1%	159
2022 Q1	$316K	Hold	2,979	–	–	0.14%	129
2021 Q4	$316K	Buy	2,979 +34	+1%	+$3.47K	0.14%	129
2021 Q3	$283K	Hold	2,945	–	–	0.16%	109
2021 Q2	$285K	Sell	2,945 -69	-2%	-$6.61K	0.17%	105
2021 Q1	$284K	Hold	3,014	–	–	0.18%	97
2020 Q4	$260K	Buy	+3,014	New	+$240K	0.22%	72

Other funds holding JPUS

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

MWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

TrueWealth Advisors's JPUS Position: Q3 2022 in Review

TrueWealth Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 2,279 shares — an estimated $209K sold.

TrueWealth Advisors first reported a position in JPUS in Q4 2020 and held it in 7 quarters. The position peaked at $316K in Q1 2022. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

TrueWealth Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
TrueWealth Advisors sold 2,279 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $209K.
TrueWealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2020 and held it in 7 quarters.
TrueWealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $316K in Q1 2022.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on TrueWealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.