Beacon Investment Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $546K | Hold |
3,897
| – | – | 0.02% | 179 |
|
|
2026
Q1 | $507K | Sell |
3,897
-180
| -4% | -$23.6K | 0.02% | 180 |
|
|
2025
Q4 | $505K | Hold |
4,077
| – | – | 0.02% | 176 |
|
|
2025
Q3 | $505K | Hold |
4,077
| – | – | 0.02% | 174 |
|
|
2025
Q2 | $482K | Hold |
4,077
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $470K | Hold |
4,077
| – | – | 0.02% | 170 |
|
|
2024
Q4 | $465K | Hold |
4,077
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $488K | Hold |
4,077
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $445K | Hold |
4,077
| – | – | 0.02% | 178 |
|
|
2024
Q1 | $457K | Sell |
4,077
-775
| -16% | -$81.8K | 0.02% | 182 |
|
|
2023
Q4 | $498K | Hold |
4,852
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $456K | Hold |
4,852
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $474K | Hold |
4,852
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $464K | Sell |
4,852
-1,355
| -22% | -$131K | 0.02% | 198 |
|
|
2022
Q4 | $588K | Sell |
6,207
-1,850
| -23% | -$174K | 0.03% | 174 |
|
|
2022
Q3 | $689K | Hold |
8,057
| – | – | 0.04% | 169 |
|
|
2022
Q2 | $737K | Sell |
8,057
-343
| -4% | -$33.9K | 0.04% | 168 |
|
|
2022
Q1 | $878K | Sell |
8,400
-290
| -3% | -$29.6K | 0.04% | 169 |
|
|
2021
Q4 | $921K | Hold |
8,690
| – | – | 0.04% | 172 |
|
|
2021
Q3 | $836K | Sell |
8,690
-506
| -6% | -$49.9K | 0.03% | 177 |
|
|
2021
Q2 | $890K | Hold |
9,196
| – | – | 0.04% | 174 |
|
|
2021
Q1 | $840K | Sell |
9,196
-210
| -2% | -$18.4K | 0.04% | 169 |
|
|
2020
Q4 | $787K | Sell |
9,406
-55
| -0.6% | -$4.38K | 0.04% | 158 |
|
|
2020
Q3 | $700K | Sell |
9,461
-200
| -2% | -$14.7K | 0.04% | 157 |
|
|
2020
Q2 | $670K | Sell |
9,661
-7,372
| -43% | -$491K | 0.04% | 155 |
|
|
2020
Q1 | $999K | Sell |
17,033
-4,014
| -19% | -$294K | 0.07% | 131 |
|
|
2019
Q4 | $1.68M | Sell |
21,047
-19,602
| -48% | -$1.51M | 0.09% | 126 |
|
|
2019
Q3 | $3.09M | Sell |
40,649
-114,136
| -74% | -$8.58M | 0.31% | 77 |
|
|
2019
Q2 | $11.6M | Sell |
154,785
-9,142
| -6% | -$675K | 1.23% | 21 |
|
|
2019
Q1 | $12M | Buy |
163,927
+11,055
| +7% | +$782K | 1.27% | 20 |
|
|
2018
Q4 | $9.92M | Sell |
152,872
-9,253
| -6% | -$646K | 1.1% | 28 |
|
|
2018
Q3 | $12.1M | Sell |
162,125
-10,194
| -6% | -$752K | 1.17% | 21 |
|
|
2018
Q2 | $12.2M | Sell |
172,319
-4,909
| -3% | -$347K | 1.24% | 21 |
|
|
2018
Q1 | $12.4M | Sell |
177,228
-2,066
| -1% | -$147K | 1.27% | 17 |
|
|
2017
Q4 | $12.6M | Sell |
179,294
-7,737
| -4% | -$537K | 1.34% | 18 |
|
|
2017
Q3 | $12.6M | Buy |
187,031
+183,769
| +5,634% | +$12.1M | 1.08% | 16 |
|
|
2017
Q2 | $213K | Sell |
3,262
-807
| -20% | -$51.9K | 0.04% | 104 |
|
|
2017
Q1 | $257K | Buy |
+4,069
| New | +$251K | 0.05% | 76 |
|
Other funds holding JPUS
HWA
LA
WETS
KFG
TFS
RA
FFN
AC
CL
Beacon Investment Advisory Services's JPUS Position: Q2 2026 in Review
Beacon Investment Advisory Services held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 3,897 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #179.
Beacon Investment Advisory Services first reported a position in JPUS in Q1 2017 and has held it in 38 quarters since. The position peaked at $12.6M in Q4 2017. 12 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.
- Beacon Investment Advisory Services held 3,897 shares of JPMorgan Diversified Return US Equity ETF worth $546K as of Q2 2026.
- Beacon Investment Advisory Services left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
- JPMorgan Diversified Return US Equity ETF made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #179 holding.
- Beacon Investment Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and has held it in 38 quarters since.
- Beacon Investment Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $12.6M in Q4 2017.
- 12 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.