BIAS
JPUS

Beacon Investment Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Beacon Investment Advisory Services’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 		$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

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