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

United Capital 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
2022 Q3	–	Sell	-6,084	Closed	-$557K	–	1119
2022 Q2	$557K	Buy	6,084 +2	+0%	+$198	﹤0.01%	770
2022 Q1	$635K	Sell	6,082 -564	-8%	-$57.6K	﹤0.01%	781
2021 Q4	$705K	Sell	6,646 -939	-12%	-$95.8K	﹤0.01%	773
2021 Q3	$729K	Sell	7,585 -1,046	-12%	-$103K	﹤0.01%	755
2021 Q2	$835K	Sell	8,631 -1,098	-11%	-$105K	﹤0.01%	740
2021 Q1	$888K	Sell	9,729 -8,884	-48%	-$777K	﹤0.01%	696
2020 Q4	$1.56M	Sell	18,613 -4,644	-20%	-$370K	0.01%	562
2020 Q3	$1.72M	Sell	23,257 -10,552	-31%	-$777K	0.01%	534
2020 Q2	$2.35M	Sell	33,809 -10,379	-23%	-$691K	0.02%	479
2020 Q1	$2.59M	Sell	44,188 -32,044	-42%	-$2.35M	0.02%	453
2019 Q4	$6.07M	Sell	76,232 -10,857	-12%	-$838K	0.04%	390
2019 Q3	$6.61M	Sell	87,089 -9,837	-10%	-$739K	0.05%	352
2019 Q2	$7.25M	Buy	+96,926	New	+$7.15M	0.05%	346

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

United Capital Financial Advisors's JPUS Position: Q3 2022 in Review

United Capital Financial Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 6,084 shares — an estimated $557K sold.

United Capital Financial Advisors first reported a position in JPUS in Q2 2019 and held it in 13 quarters. The position peaked at $7.25M in Q2 2019. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

United Capital Financial Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 6,084 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $557K.
United Capital Financial Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and held it in 13 quarters.
United Capital Financial Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $7.25M in Q2 2019.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.