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CLG LLC’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

CLG LLC’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
Q3 		$205K Buy
1,511
+8
+0.5% +$1.14K 0.04% 144
2026
Q2 		$211K Buy
+1,503
New +$205K 0.05% 149

Other funds holding JPUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CLG LLC's JPUS Position: Q3 2026 in Review

CLG LLC increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.53% in Q3 2026, buying an estimated $1.14K and bringing the position to 1,511 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #144.

CLG LLC first reported a position in JPUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $211K in Q2 2026. 14 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

  • CLG LLC held 1,511 shares of JPMorgan Diversified Return US Equity ETF worth $205K as of Q3 2026.
  • CLG LLC bought 8 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $1.14K.
  • JPMorgan Diversified Return US Equity ETF made up 0.04% of CLG LLC's portfolio in Q3 2026, its #144 holding.
  • CLG LLC first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • CLG LLC's JPMorgan Diversified Return US Equity ETF position peaked at $211K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.