B. Riley Wealth Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

B. Riley Wealth Advisors’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 Q2	–	Sell	-2,035	Closed	-$234K	–	1231
2025 Q1	$234K	Sell	2,035 -40	-2%	-$4.65K	0.01%	1089
2024 Q4	$237K	Hold	2,075	–	–	0.01%	963
2024 Q3	$248K	Hold	2,075	–	–	0.01%	1045
2024 Q2	$227K	Buy	+2,075	New	+$227K	0.01%	1161

Other funds holding JPUS

MWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DJSG

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

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

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

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

SCM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

B. Riley Wealth Advisors's JPUS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 2,035 shares — an estimated $234K sold.

B. Riley Wealth Advisors first reported a position in JPUS in Q2 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2024. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

B. Riley Wealth Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,035 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $234K.
B. Riley Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2024 and held it in 4 quarters.
B. Riley Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $248K in Q3 2024.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.