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 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

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

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

Bank of America

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

CAPTRUST Financial Advisors

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

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

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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