WCM
JPUS

WealthBridge Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-505
Closed -$37K – 505
2019
Q1 		$37K Buy
505
+2
+0.4% +$141 0.02% 335
2018
Q4 		$33K Buy
+503
New +$35.1K 0.03% 319

Other funds holding JPUS

SWM
SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

WealthBridge Capital Management's JPUS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2019, closing a stake of 505 shares — an estimated $37K sold.

WealthBridge Capital Management first reported a position in JPUS in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 82 funds tracked by Wall St. Rank hold JPUS as of Q2 2019.

  • WealthBridge Capital Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 505 JPMorgan Diversified Return US Equity ETF shares in Q2 2019, an estimated $37K.
  • WealthBridge Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $37K in Q1 2019.
  • 82 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.