BRWA
JPUS

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
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

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Advisors's JPUS Position: Q4 2024 in Review

B. Riley Wealth Advisors held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q4 2024 at 2,075 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #963.

B. Riley Wealth Advisors first reported a position in JPUS in Q2 2024 and has held it in 3 quarters since. The position peaked at $248K in Q3 2024. 85 funds tracked by Wall St. Rank hold JPUS as of Q4 2024.

  • B. Riley Wealth Advisors held 2,075 shares of JPMorgan Diversified Return US Equity ETF worth $237K as of Q4 2024.
  • B. Riley Wealth Advisors left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q4 2024.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #963 holding.
  • B. Riley Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2024 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $248K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.