Wolverine Trading
JPUS

Wolverine Trading’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Wolverine Trading’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
2024
Q2 		– Sell
-3,748
Closed -$420K – 4860
2024
Q1 		$420K Buy
3,748
+768
+26% +$81K ﹤0.01% 3019
2023
Q4 		$306K Buy
+2,980
New +$287K ﹤0.01% 3443

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wolverine Trading's JPUS Position: Q2 2024 in Review

Wolverine Trading sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2024, closing a stake of 3,748 shares — an estimated $420K sold.

Wolverine Trading first reported a position in JPUS in Q4 2023 and held it in 2 quarters. The position peaked at $420K in Q1 2024. 76 funds tracked by Wall St. Rank hold JPUS as of Q2 2024.

  • Wolverine Trading reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Wolverine Trading sold 3,748 JPMorgan Diversified Return US Equity ETF shares in Q2 2024, an estimated $420K.
  • Wolverine Trading first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2023 and held it in 2 quarters.
  • Wolverine Trading's JPMorgan Diversified Return US Equity ETF position peaked at $420K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2024.

Based on Wolverine Trading's 13F filing for Q2 2024, filed 14 Aug 2024.