Whitney & Co’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-120	Closed	-$9K	–	281
2018 Q3	$9K	Hold	120	–	–	﹤0.01%	330
2018 Q2	$9K	Buy	+120	New	+$8.48K	﹤0.01%	249

Other funds holding JPUS

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

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

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

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

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

Whitney & Co's JPUS Position: Q4 2018 in Review

Whitney & Co sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2018, closing a stake of 120 shares — an estimated $9K sold.

Whitney & Co first reported a position in JPUS in Q2 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q4 2018.

Whitney & Co reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 120 JPMorgan Diversified Return US Equity ETF shares in Q4 2018, an estimated $9K.
Whitney & Co first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and held it in 2 quarters.
Whitney & Co's JPMorgan Diversified Return US Equity ETF position peaked at $9K in Q3 2018.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.