Commonwealth Equity Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Commonwealth Equity Services’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	$3.3M	Buy	23,557 +283	+1%	+$38.7K	﹤0.01%	1706
2026 Q1	$3.03M	Buy	23,274 +689	+3%	+$90.4K	﹤0.01%	1689
2025 Q4	$2.8M	Buy	22,585 +3,564	+19%	+$440K	﹤0.01%	1733
2025 Q3	$2.36M	Sell	19,021 -879	-4%	-$107K	﹤0.01%	1873
2025 Q2	$2.35M	Buy	19,900 +932	+5%	+$106K	﹤0.01%	1864
2025 Q1	$2.19M	Buy	18,968 +1,943	+11%	+$226K	﹤0.01%	1852
2024 Q4	$1.94M	Sell	17,025 -176	-1%	-$21K	﹤0.01%	1895
2024 Q3	$2.06M	Sell	17,201 -1,917	-10%	-$219K	﹤0.01%	1794
2024 Q2	$2.09M	Buy	19,118 +375	+2%	+$40.9K	﹤0.01%	1758
2024 Q1	$2.1M	Buy	18,743 +246	+1%	+$26K	﹤0.01%	1753
2023 Q4	$1.9M	Sell	18,497 -77	-0.4%	-$7.42K	﹤0.01%	1738
2023 Q3	$1.75M	Buy	18,574 +62	+0.3%	+$6.08K	﹤0.01%	1703
2023 Q2	$1.81M	Sell	18,512 -7,888	-30%	-$750K	﹤0.01%	1691
2023 Q1	$2.52M	Sell	26,400 -964	-4%	-$93K	0.01%	1415
2022 Q4	$2.59M	Buy	27,364 +2,162	+9%	+$203K	0.01%	1325
2022 Q3	$2.15M	Sell	25,202 -4,189	-14%	-$398K	0.01%	1369
2022 Q2	$2.69M	Buy	29,391 +3,973	+16%	+$393K	0.01%	1240
2022 Q1	$2.65M	Buy	25,418 +1,253	+5%	+$128K	0.01%	1316
2021 Q4	$2.56M	Sell	24,165 -449	-2%	-$45.8K	0.01%	1332
2021 Q3	$2.37M	Buy	24,614 +582	+2%	+$57.4K	0.01%	1328
2021 Q2	$2.32M	Buy	24,032 +4,417	+23%	+$423K	0.01%	1329
2021 Q1	$1.79M	Buy	19,615 +614	+3%	+$53.7K	0.01%	1405
2020 Q4	$1.59M	Sell	19,001 -363	-2%	-$28.9K	﹤0.01%	1355
2020 Q3	$1.43M	Buy	19,364 +931	+5%	+$68.6K	﹤0.01%	1283
2020 Q2	$1.28M	Buy	18,433 +1,515	+9%	+$101K	﹤0.01%	1273
2020 Q1	$992K	Sell	16,918 -23,565	-58%	-$1.73M	﹤0.01%	1274
2019 Q4	$3.22M	Buy	40,483 +650	+2%	+$50.2K	0.01%	785
2019 Q3	$3.02M	Buy	39,833 +1,114	+3%	+$83.7K	0.01%	764
2019 Q2	$2.9M	Sell	38,719 -1,520	-4%	-$112K	0.01%	781
2019 Q1	$2.94M	Buy	40,239 +9,392	+30%	+$664K	0.01%	752
2018 Q4	$2M	Buy	30,847 +6,970	+29%	+$486K	0.01%	855
2018 Q3	$1.78M	Buy	23,877 +1,519	+7%	+$112K	0.01%	987
2018 Q2	$1.59M	Buy	22,358 +3,707	+20%	+$262K	0.01%	1027
2018 Q1	$1.3M	Buy	18,651 +9,415	+102%	+$671K	0.01%	1102
2017 Q4	$651K	Buy	9,236 +1,116	+14%	+$77.5K	﹤0.01%	1501
2017 Q3	$546K	Buy	8,120 +436	+6%	+$28.7K	﹤0.01%	1550
2017 Q2	$502K	Buy	7,684 +249	+3%	+$16K	﹤0.01%	1569
2017 Q1	$470K	Buy	7,435 +75	+1%	+$4.63K	﹤0.01%	1545
2016 Q4	$436K	Buy	7,360 +3,430	+87%	+$200K	﹤0.01%	1482
2016 Q3	$230K	Buy	+3,930	New	+$230K	﹤0.01%	1905

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

Commonwealth Equity Services's JPUS Position: Q2 2026 in Review

Commonwealth Equity Services increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.2% in Q2 2026, buying an estimated $38.7K and bringing the position to 23,557 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Commonwealth Equity Services first reported a position in JPUS in Q3 2016 and has held it in 40 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Commonwealth Equity Services held 23,557 shares of JPMorgan Diversified Return US Equity ETF worth $3.3M as of Q2 2026.
Commonwealth Equity Services bought 283 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $38.7K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1706 holding.
Commonwealth Equity Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2016 and has held it in 40 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.