Citadel Advisors
JPUS

Citadel Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Citadel Advisors’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
-22,713
Closed -$2.62M – 13839
2025
Q1 		$2.62M Buy
+22,713
New +$2.64M ﹤0.01% 5016
2024
Q3 		– Sell
-6,443
Closed -$703K – 14769
2024
Q2 		$703K Buy
6,443
+4,384
+213% +$479K ﹤0.01% 7353
2024
Q1 		$231K Sell
2,059
-1,869
-48% -$197K ﹤0.01% 10030
2023
Q4 		$403K Sell
3,928
-11,311
-74% -$1.09M ﹤0.01% 8548
2023
Q3 		$1.43M Buy
+15,239
New +$1.49M ﹤0.01% 5864
2022
Q4 		– Sell
-77,567
Closed -$6.63M – 15183
2022
Q3 		$6.63M Buy
+77,567
New +$7.36M ﹤0.01% 3409
2022
Q2 		– Sell
-21,714
Closed -$2.27M – 13508
2022
Q1 		$2.27M Sell
21,714
-728
-3% -$74.3K ﹤0.01% 5808
2021
Q4 		$2.38M Buy
+22,442
New +$2.29M ﹤0.01% 5840
2021
Q3 		– Sell
-11,929
Closed -$1.15M – 14246
2021
Q2 		$1.15M Sell
11,929
-48,337
-80% -$4.63M ﹤0.01% 7981
2021
Q1 		$5.5M Sell
60,266
-21,407
-26% -$1.87M ﹤0.01% 4047
2020
Q4 		$6.83M Buy
81,673
+77,540
+1,876% +$6.18M ﹤0.01% 3158
2020
Q3 		$306K Sell
4,133
-31,273
-88% -$2.3M ﹤0.01% 8102
2020
Q2 		$2.46M Sell
35,406
-77,732
-69% -$5.17M ﹤0.01% 4198
2020
Q1 		$6.63M Buy
113,138
+89,972
+388% +$6.6M ﹤0.01% 2353
2019
Q4 		$1.84M Sell
23,166
-31,282
-57% -$2.42M ﹤0.01% 4536
2019
Q3 		$4.13M Buy
54,448
+7,742
+17% +$582K ﹤0.01% 3371
2019
Q2 		$3.5M Buy
46,706
+37,811
+425% +$2.79M ﹤0.01% 3614
2019
Q1 		$651K Sell
8,895
-44,927
-83% -$3.18M ﹤0.01% 6345
2018
Q4 		$3.49M Buy
53,822
+14,437
+37% +$1.01M ﹤0.01% 3313
2018
Q3 		$2.94M Buy
+39,385
New +$2.91M ﹤0.01% 3767

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $57.3B AUM 18.32% 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 $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Citadel Advisors's JPUS Position: Q2 2025 in Review

Citadel Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 22,713 shares — an estimated $2.62M sold.

Citadel Advisors first reported a position in JPUS in Q3 2018 and held it in 20 quarters. The position peaked at $6.83M in Q4 2020. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

  • Citadel Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 22,713 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $2.62M.
  • Citadel Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2018 and held it in 20 quarters.
  • Citadel Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $6.83M in Q4 2020.
  • 83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.