Bellevue Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Bellevue Asset Management’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	$592K	Buy	4,224 +5	+0.1%	+$683	0.27%	49
2026 Q1	$549K	Buy	4,219 +4	+0.1%	+$525	0.27%	45
2025 Q4	$523K	Sell	4,215 -306	-7%	-$37.8K	0.17%	47
2025 Q3	$560K	Sell	4,521 -19	-0.4%	-$2.3K	0.26%	43
2025 Q2	$537K	Sell	4,540 -101	-2%	-$11.5K	0.26%	41
2025 Q1	$535K	Sell	4,641 -799	-15%	-$92.9K	0.29%	40
2024 Q4	$621K	Sell	5,440 -160	-3%	-$19.1K	0.32%	36
2024 Q3	$670K	Buy	5,600 +84	+2%	+$9.6K	0.34%	32
2024 Q2	$602K	Buy	5,516 +32	+0.6%	+$3.49K	0.33%	34
2024 Q1	$614K	Sell	5,484 -3,828	-41%	-$404K	0.35%	33
2023 Q4	$957K	Sell	9,312 -44,969	-83%	-$4.33M	0.85%	25
2023 Q3	$5.1M	Sell	54,281 -1,359	-2%	-$133K	3.43%	6
2023 Q2	$5.44M	Buy	55,640 +628	+1%	+$59.7K	3.41%	6
2023 Q1	$5.26M	Buy	55,012 +329	+0.6%	+$31.7K	3.57%	6
2022 Q4	$5.15K	Sell	54,683 -432	-0.8%	-$40.6K	﹤0.01%	308
2022 Q3	$4.82M	Sell	55,115 -73	-0.1%	-$6.93K	3.75%	5
2022 Q2	$5.09M	Buy	55,188 +1,006	+2%	+$99.5K	3.68%	5
2022 Q1	$5.71M	Buy	54,182 +2,428	+5%	+$248K	3.5%	5
2021 Q4	$5.49M	Buy	51,754 +877	+2%	+$89.5K	3.23%	7
2021 Q3	$4.94M	Buy	50,877 +699	+1%	+$68.9K	3.02%	6
2021 Q2	$4.85M	Buy	50,178 +1,799	+4%	+$172K	2.96%	6
2021 Q1	$4.42M	Buy	48,379 +1,086	+2%	+$95K	2.74%	6
2020 Q4	$4.07M	Buy	47,293 +7,934	+20%	+$632K	2.49%	6
2020 Q3	$2.91M	Buy	39,359 +7,649	+24%	+$563K	2.04%	8
2020 Q2	$2.2M	Buy	31,710 +1,296	+4%	+$86.3K	2.26%	11
2020 Q1	$1.99M	Buy	30,414 +682	+2%	+$50K	2.07%	11
2019 Q4	$2.37M	Buy	+29,732	New	+$2.3M	1.83%	8

Other funds holding JPUS

MWM

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

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

DJSG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

SCM

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bellevue Asset Management's JPUS Position: Q2 2026 in Review

Bellevue Asset Management increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.12% in Q2 2026, buying an estimated $683 and bringing the position to 4,224 shares worth $592K. The position accounts for 0.27% of the portfolio, ranked #49.

Bellevue Asset Management first reported a position in JPUS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.71M in Q1 2022. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Bellevue Asset Management held 4,224 shares of JPMorgan Diversified Return US Equity ETF worth $592K as of Q2 2026.
Bellevue Asset Management bought 5 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $683.
JPMorgan Diversified Return US Equity ETF made up 0.27% of Bellevue Asset Management's portfolio in Q2 2026, its #49 holding.
Bellevue Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $5.71M in Q1 2022.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.