Wolf Group Capital Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Wolf Group Capital 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
2019 Q3	–	Sell	-3,937	Closed	-$295K	–	81
2019 Q2	$295K	Sell	3,937 -998	-20%	-$73.7K	0.2%	67
2019 Q1	$361K	Hold	4,935	–	–	0.25%	66
2018 Q4	$320K	Hold	4,935	–	–	0.24%	73
2018 Q3	$368K	Hold	4,935	–	–	0.24%	77
2018 Q2	$351K	Hold	4,935	–	–	0.23%	81
2018 Q1	$344K	Buy	4,935 +89	+2%	+$6.34K	0.23%	90
2017 Q4	$342K	Buy	4,846 +309	+7%	+$21.5K	0.21%	93
2017 Q3	$309K	Buy	+4,537	New	+$299K	0.21%	88

Other funds holding JPUS

MWM

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

TIM

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

SWM

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

DJSG

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

PFG

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wolf Group Capital Advisors's JPUS Position: Q3 2019 in Review

Wolf Group Capital Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2019, closing a stake of 3,937 shares — an estimated $295K sold.

Wolf Group Capital Advisors first reported a position in JPUS in Q3 2017 and held it in 8 quarters. The position peaked at $368K in Q3 2018. 83 funds tracked by Wall St. Rank hold JPUS as of Q3 2019.

Wolf Group Capital Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2019 after selling out during the quarter.
Wolf Group Capital Advisors sold 3,937 JPMorgan Diversified Return US Equity ETF shares in Q3 2019, an estimated $295K.
Wolf Group Capital Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 8 quarters.
Wolf Group Capital Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $368K in Q3 2018.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2019.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.