TrustCore Financial Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

TrustCore Financial Services’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
2020 Q4	–	Sell	-87	Closed	-$6K	–	926
2020 Q3	$6K	Hold	87	–	–	﹤0.01%	667
2020 Q2	$6K	Hold	87	–	–	﹤0.01%	688
2020 Q1	$5K	Hold	87	–	–	﹤0.01%	685
2019 Q4	$7K	Hold	87	–	–	﹤0.01%	690
2019 Q3	$7K	Hold	87	–	–	﹤0.01%	699
2019 Q2	$7K	Hold	87	–	–	﹤0.01%	679
2019 Q1	$6K	Hold	87	–	–	﹤0.01%	639
2018 Q4	$6K	Hold	87	–	–	﹤0.01%	324
2018 Q3	$6K	Hold	87	–	–	﹤0.01%	642
2018 Q2	$6K	Hold	87	–	–	﹤0.01%	646
2018 Q1	$6K	Hold	87	–	–	﹤0.01%	569
2017 Q4	$6K	Buy	+87	New	+$6.04K	﹤0.01%	550

Other funds holding JPUS

MWM

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SWM

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

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

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

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

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

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

TrustCore Financial Services's JPUS Position: Q4 2020 in Review

TrustCore Financial Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2020, closing a stake of 87 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in JPUS in Q4 2017 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 71 funds tracked by Wall St. Rank hold JPUS as of Q4 2020.

TrustCore Financial Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2020 after selling out during the quarter.
TrustCore Financial Services sold 87 JPMorgan Diversified Return US Equity ETF shares in Q4 2020, an estimated $6K.
TrustCore Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and held it in 12 quarters.
TrustCore Financial Services's JPMorgan Diversified Return US Equity ETF position peaked at $7K in Q4 2019.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2020.

Based on TrustCore Financial Services's 13F filing for Q4 2020, filed 4 Feb 2021.