VAG
JPUS

VisionPoint Advisory Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

VisionPoint Advisory Group’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
2023
Q3 		– Sell
-165
Closed -$16.1K – 762
2023
Q2 		$16.1K Buy
+165
New +$15.7K 0.01% 324

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VisionPoint Advisory Group's JPUS Position: Q3 2023 in Review

VisionPoint Advisory Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2023, closing a stake of 165 shares — an estimated $16.1K sold.

VisionPoint Advisory Group first reported a position in JPUS in Q2 2023 and held it in 1 quarter. The position peaked at $16.1K in Q2 2023. 70 funds tracked by Wall St. Rank hold JPUS as of Q3 2023.

  • VisionPoint Advisory Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 165 JPMorgan Diversified Return US Equity ETF shares in Q3 2023, an estimated $16.1K.
  • VisionPoint Advisory Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's JPMorgan Diversified Return US Equity ETF position peaked at $16.1K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2023.

Based on VisionPoint Advisory Group's 13F filing for Q3 2023, filed 6 Dec 2023.