CIA
JPUS

Concurrent Investment Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-21,953
Closed -$2.51M – 1292
2024
Q4 		$2.51M Buy
+21,953
New +$2.62M 0.07% 275

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Concurrent Investment Advisors's JPUS Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2025, closing a stake of 21,953 shares — an estimated $2.51M sold.

Concurrent Investment Advisors first reported a position in JPUS in Q4 2024 and held it in 1 quarter. The position peaked at $2.51M in Q4 2024. 84 funds tracked by Wall St. Rank hold JPUS as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,953 JPMorgan Diversified Return US Equity ETF shares in Q1 2025, an estimated $2.51M.
  • Concurrent Investment Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.51M in Q4 2024.
  • 84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.