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

Clear Point 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
2026 Q2	$632K	Buy	+4,507	New	+$616K	0.56%	50
2026 Q1	–	Sell	-4,044	Closed	-$501K	–	111
2025 Q4	$501K	Sell	4,044 -4,090	-50%	-$505K	0.39%	77
2025 Q3	$1.01M	Sell	8,134 -320	-4%	-$38.8K	0.78%	33
2025 Q2	$999K	Sell	8,454 -159	-2%	-$18.1K	0.84%	33
2025 Q1	$986K	Sell	8,613 -517	-6%	-$60.1K	0.89%	34
2024 Q4	$1.04M	Sell	9,130 -326	-3%	-$38.9K	0.89%	30
2024 Q3	$1.13M	Sell	9,456 -104	-1%	-$11.9K	0.87%	27
2024 Q2	$1.04M	Sell	9,560 -457	-5%	-$49.9K	0.86%	29
2024 Q1	$1.12M	Sell	10,017 -1,184	-11%	-$125K	0.92%	27
2023 Q4	$1.15M	Buy	+11,201	New	+$1.08M	1.02%	23

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clear Point Advisors's JPUS Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 4,507 shares worth $632K. The stake represents 0.56% of the portfolio and ranks #50 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JPUS as recently as Q4 2025.

Clear Point Advisors first reported a position in JPUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2023. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Clear Point Advisors held 4,507 shares of JPMorgan Diversified Return US Equity ETF worth $632K as of Q2 2026.
JPMorgan Diversified Return US Equity ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.56% of Clear Point Advisors's portfolio in Q2 2026, its #50 holding.
Clear Point Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $1.15M in Q4 2023.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.