Cetera Investment Advisers’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Cetera Investment Advisers’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 Q1	$462K	Buy	3,552 +143	+4%	+$18.8K	﹤0.01%	3581
2025 Q4	$422K	Buy	3,409 +126	+4%	+$15.6K	﹤0.01%	3585
2025 Q3	$407K	Buy	3,283 +390	+13%	+$47.3K	﹤0.01%	3542
2025 Q2	$342K	Sell	2,893 -75	-3%	-$8.54K	﹤0.01%	3285
2025 Q1	$342K	Buy	2,968 +67	+2%	+$7.79K	﹤0.01%	3154
2024 Q4	$331K	Sell	2,901 -121	-4%	-$14.4K	﹤0.01%	3029
2024 Q3	$362K	Sell	3,022 -182	-6%	-$20.8K	﹤0.01%	2916
2024 Q2	$350K	Sell	3,204 -46	-1%	-$5.02K	﹤0.01%	2900
2024 Q1	$364K	Buy	+3,250	New	+$343K	﹤0.01%	2866
2023 Q4	–	Sell	-5,324	Closed	-$500K	–	2294
2023 Q3	$500K	Sell	5,324 -3,551	-40%	-$348K	﹤0.01%	1418
2023 Q2	$868K	Sell	8,875 -54	-0.6%	-$5.13K	0.01%	1123
2023 Q1	$854K	Buy	8,929 +1,704	+24%	+$164K	0.01%	1112
2022 Q4	$685K	Buy	7,225 +1,587	+28%	+$149K	0.01%	1194
2022 Q3	$482K	Buy	+5,638	New	+$535K	0.01%	1001

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's JPUS Position: Q1 2026 in Review

Cetera Investment Advisers increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 4.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 3,552 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

Cetera Investment Advisers first reported a position in JPUS in Q3 2022 and has held it in 14 quarters since. The position peaked at $868K in Q2 2023. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Cetera Investment Advisers held 3,552 shares of JPMorgan Diversified Return US Equity ETF worth $462K as of Q1 2026.
Cetera Investment Advisers bought 143 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $18.8K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3581 holding.
Cetera Investment Advisers first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and has held it in 14 quarters since.
Cetera Investment Advisers's JPMorgan Diversified Return US Equity ETF position peaked at $868K in Q2 2023.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.