BFP
JPUS

Birchwood Financial Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Birchwood Financial Partners’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 		$216K Buy
1,543
+7
+0.5% +$956 0.18% 84
2026
Q1 		$200K Buy
1,536
+7
+0.5% +$918 0.19% 80
2025
Q4 		$190K Buy
+1,529
New +$189K 0.19% 84

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Birchwood Financial Partners's JPUS Position: Q2 2026 in Review

Birchwood Financial Partners increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.46% in Q2 2026, buying an estimated $956 and bringing the position to 1,543 shares worth $216K. The position accounts for 0.18% of the portfolio, ranked #84.

Birchwood Financial Partners first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Birchwood Financial Partners held 1,543 shares of JPMorgan Diversified Return US Equity ETF worth $216K as of Q2 2026.
  • Birchwood Financial Partners bought 7 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $956.
  • JPMorgan Diversified Return US Equity ETF made up 0.18% of Birchwood Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Birchwood Financial Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.