Tyler-Stone Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-355	Closed	-$38.8K	–	643
2024 Q2	$38.8K	Hold	355	–	–	0.02%	412
2024 Q1	$39.8K	Hold	355	–	–	0.02%	402
2023 Q4	$36.5K	Hold	355	–	–	0.02%	411
2023 Q3	$33K	Hold	355	–	–	0.02%	401
2023 Q2	$35K	Buy	+355	New	+$33.8K	0.02%	390
2022 Q4	$34K	Hold	355	–	–	0.02%	369
2022 Q3	$30K	Hold	355	–	–	0.02%	370
2022 Q2	$32K	Hold	355	–	–	0.02%	379
2022 Q1	$37K	Hold	355	–	–	0.02%	383
2021 Q4	$38K	Buy	+355	New	+$36.2K	0.02%	400

Other funds holding JPUS

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

DJSG

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

MWM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tyler-Stone Wealth Management's JPUS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2024, closing a stake of 355 shares — an estimated $38.8K sold.

Tyler-Stone Wealth Management first reported a position in JPUS in Q4 2021 and held it in 10 quarters. The position peaked at $39.8K in Q1 2024. 77 funds tracked by Wall St. Rank hold JPUS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 355 JPMorgan Diversified Return US Equity ETF shares in Q3 2024, an estimated $38.8K.
Tyler-Stone Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $39.8K in Q1 2024.
77 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.