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 Q2	$211K	Buy	+1,503	New	+$205K	0.05%	149

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

CLG LLC's JPUS Position: Q2 2026 in Review

CLG LLC opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 1,503 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

CLG LLC held 1,503 shares of JPMorgan Diversified Return US Equity ETF worth $211K as of Q2 2026.
JPMorgan Diversified Return US Equity ETF was a new CLG LLC position in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.05% of CLG LLC's portfolio in Q2 2026, its #149 holding.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.