Advisory Services Network’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Advisory Services Network’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
2026 Q1	$113K	Buy	+868	New	+$114K	﹤0.01%	2130
2025 Q4	–	Sell	-928	Closed	-$115K	–	3127
2025 Q3	$115K	Buy	+928	New	+$113K	﹤0.01%	1994
2024 Q4	–	Sell	-2,028	Closed	-$221K	–	1659
2024 Q3	$221K	Hold	2,028	–	–	﹤0.01%	1338
2024 Q2	$221K	Buy	2,028 +220	+12%	+$24K	﹤0.01%	1338
2024 Q1	$203K	Hold	1,808	–	–	﹤0.01%	1339
2023 Q4	$186K	Buy	+1,808	New	+$174K	﹤0.01%	1323
2023 Q2	–	Sell	-1,808	Closed	-$173K	–	2590
2023 Q1	$173K	Sell	1,808 -577	-24%	-$55.7K	﹤0.01%	1362
2022 Q4	$226K	Hold	2,385	–	–	0.01%	1215
2022 Q3	$204K	Buy	+2,385	New	+$226K	0.01%	1198
2021 Q3	–	Sell	-1,000	Closed	-$97K	–	2373
2021 Q2	$97K	Buy	+1,000	New	+$95.8K	﹤0.01%	1633
2021 Q1	–	Sell	-500	Closed	-$42K	–	2186
2020 Q4	$42K	Hold	500	–	–	﹤0.01%	1766
2020 Q3	$37K	Buy	+500	New	+$36.8K	﹤0.01%	1740
2020 Q2	–	Sell	-500	Closed	-$29K	–	1942
2020 Q1	$29K	Hold	500	–	–	﹤0.01%	1651
2019 Q4	$40K	Buy	+500	New	+$38.6K	﹤0.01%	1616

Other funds holding JPUS

MWM

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

DJSG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Advisory Services Network's JPUS Position: Q1 2026 in Review

Advisory Services Network opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026: 868 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #2130 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in JPUS as recently as Q3 2025.

Advisory Services Network first reported a position in JPUS in Q4 2019 and has held it in 14 quarters since. The position peaked at $226K in Q4 2022. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Advisory Services Network held 868 shares of JPMorgan Diversified Return US Equity ETF worth $113K as of Q1 2026.
JPMorgan Diversified Return US Equity ETF was a new Advisory Services Network position in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2130 holding.
Advisory Services Network first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and has held it in 14 quarters since.
Advisory Services Network's JPMorgan Diversified Return US Equity ETF position peaked at $226K in Q4 2022.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.