AT
JPUS

Arlington Trust’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Arlington Trust’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
2025
Q4 		– Sell
-500
Closed -$62K – 540
2025
Q3 		$62K Hold
500
– – 0.01% 336
2025
Q2 		$59.1K Hold
500
– – 0.01% 335
2025
Q1 		$57.6K Buy
+500
New +$58.1K 0.01% 342

Other funds holding JPUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arlington Trust's JPUS Position: Q4 2025 in Review

Arlington Trust sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2025, closing a stake of 500 shares — an estimated $62K sold.

Arlington Trust first reported a position in JPUS in Q1 2025 and held it in 3 quarters. The position peaked at $62K in Q3 2025. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

  • Arlington Trust reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Trust sold 500 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $62K.
  • Arlington Trust first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2025 and held it in 3 quarters.
  • Arlington Trust's JPMorgan Diversified Return US Equity ETF position peaked at $62K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.