CCWM
JPUS

Cassaday & Co Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Cassaday & Co Wealth 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 		$89.3K Hold
637
– – ﹤0.01% 506
2026
Q1 		$82.9K Buy
+637
New +$83.6K ﹤0.01% 503

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

Cassaday & Co Wealth Management's JPUS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 637 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Cassaday & Co Wealth Management first reported a position in JPUS in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Cassaday & Co Wealth Management held 637 shares of JPMorgan Diversified Return US Equity ETF worth $89.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Cassaday & Co Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.