Albion Financial Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Albion Financial Group’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 Q2	$449K	Hold	3,200	–	–	0.03%	135
2026 Q1	$417K	Hold	3,200	–	–	0.03%	133
2025 Q4	$397K	Hold	3,200	–	–	0.02%	136
2025 Q3	$397K	Hold	3,200	–	–	0.02%	139
2025 Q2	$378K	Hold	3,200	–	–	0.02%	136
2025 Q1	$369K	Hold	3,200	–	–	0.03%	148
2024 Q4	$365K	Hold	3,200	–	–	0.03%	149
2024 Q3	$383K	Hold	3,200	–	–	0.03%	145
2024 Q2	$349K	Buy	+3,200	New	+$349K	0.03%	153

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DJSG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Albion Financial Group's JPUS Position: Q2 2026 in Review

Albion Financial Group held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 3,200 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #135.

Albion Financial Group first reported a position in JPUS in Q2 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Albion Financial Group held 3,200 shares of JPMorgan Diversified Return US Equity ETF worth $449K as of Q2 2026.
Albion Financial Group left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.03% of Albion Financial Group's portfolio in Q2 2026, its #135 holding.
Albion Financial Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2024 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.