CreativeOne Wealth, LLC

Position in JPUS — JPMorgan Diversified Return U.S. Equity ETF

CIK 1739728 OVERLAND PARK, KS

All Filings in JPUS

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 JPUS	$377,087	2,896	0.0%	Shares	Other	2026-05-15
2025-12-31 JPUS	$358,947	2,896	-1.7%	Shares	Other	2026-02-13
2025-09-30 JPUS	$364,914	2,945	-8.2%	Shares	Other	2025-11-13
2025-06-30 JPUS	$379,283	3,209	-11.7%	Shares	Other	2025-08-12
2025-03-31 JPUS	$418,636	3,634	+5.6%	Shares	Other	2025-05-14
2024-12-31 JPUS	$392,765	3,442	-24.7%	Shares	Other	2025-02-13
2024-09-30 JPUS	$547,278	4,573	+10.4%	Shares	Other	2024-11-13
2024-06-30 JPUS	$452,134	4,141	-13.4%	Shares	Sole	2024-08-14
2024-03-31 JPUS	$535,602	4,782	-22.6%	Shares	Other	2024-05-14
2023-12-31 JPUS	$634,827	6,180	-32.1%	Shares	Other	2024-02-09
2023-09-30 JPUS	$854,829	9,101	-92.5%	Shares	Other	2023-10-17
2023-06-30 JPUS	$11,813,008	120,822	-19.1%	Shares	Other	2023-08-14
2023-03-31 JPUS	$14,275,115	149,301	-1.2%	Shares	Sole	2023-05-15
2022-09-30 JPUS	$12,919,990	151,111	+2.1%	Shares	Other	2022-11-15
2022-06-30 JPUS	$13,537,439	147,934	-12.3%	Shares	Other	2022-08-12
2022-03-31 JPUS	$17,614,581	168,609	+4.1%	Shares	Other	2022-05-13
2021-12-31 JPUS	$17,178,903	162,004	+21.5%	Shares	Other	2022-02-15
2021-09-30 JPUS	$12,819,679	133,330	-12.5%	Shares	Other	2021-11-16
2021-06-30 JPUS	$14,747,598	152,441	-5.6%	Shares	Other	2021-08-13
2021-03-31 JPUS	—	161,417	-19.9%	Shares	Other	2021-05-17
2020-12-31 JPUS	—	201,403	-21.0%	Shares	Other	2021-02-12
2020-09-30 JPUS	—	254,949	-24.6%	Shares	Other	2020-11-13
2020-06-30 JPUS	—	338,033	-11.8%	Shares	Sole	2020-08-13
2020-03-31 JPUS	—	383,218	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.