BOC
JPUS

Blue Oak Capital’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Blue Oak Capital’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
2025
Q2 		– Sell
-2,596
Closed -$299K – 75
2025
Q1 		$299K Sell
2,596
-278
-10% -$32.3K 0.17% 55
2024
Q4 		$328K Buy
+2,874
New +$343K 0.2% 56

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $786B AUM 40.34% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blue Oak Capital's JPUS Position: Q2 2025 in Review

Blue Oak Capital sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 2,596 shares — an estimated $299K sold.

Blue Oak Capital first reported a position in JPUS in Q4 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

  • Blue Oak Capital reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Oak Capital sold 2,596 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $299K.
  • Blue Oak Capital first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and held it in 2 quarters.
  • Blue Oak Capital's JPMorgan Diversified Return US Equity ETF position peaked at $328K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.