Continuum Advisory’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-1,571	Closed	-$181K	–	1039
2025 Q1	$181K	Hold	1,571	–	–	0.02%	411
2024 Q4	$179K	Sell	1,571 -300	-16%	-$35.8K	0.02%	406
2024 Q3	$225K	Hold	1,871	–	–	0.03%	376
2024 Q2	$204K	Hold	1,871	–	–	0.03%	370
2024 Q1	$207K	Buy	+1,871	New	+$197K	0.03%	369
2023 Q3	–	Sell	-2,081	Closed	-$203K	–	467
2023 Q2	$203K	Sell	2,081 -540	-21%	-$51.3K	0.03%	431
2023 Q1	$251K	Sell	2,621 -181	-6%	-$17.5K	0.04%	377
2022 Q4	$266K	Buy	2,802 +4	+0.1%	+$376	0.05%	361
2022 Q3	$239K	Buy	2,798 +14	+0.5%	+$1.33K	0.04%	354
2022 Q2	$255K	Buy	2,784 +2	+0.1%	+$198	0.05%	355
2022 Q1	$276K	Buy	2,782 +55	+2%	+$5.61K	0.05%	326
2021 Q4	$289K	Hold	2,727	–	–	0.07%	252
2021 Q3	$262K	Hold	2,727	–	–	0.07%	246
2021 Q2	$264K	Buy	2,727 +86	+3%	+$8.24K	0.08%	228
2021 Q1	$249K	Sell	2,641 -82	-3%	-$7.17K	0.1%	154
2020 Q4	$228K	Sell	2,723 -9,504	-78%	-$758K	0.1%	143
2020 Q3	$906K	Sell	12,227 -591	-5%	-$43.5K	0.5%	59
2020 Q2	$890K	Sell	12,818 -3,339	-21%	-$222K	0.56%	54
2020 Q1	$902K	Buy	16,157 +7,155	+79%	+$525K	0.61%	47
2019 Q4	$717K	Buy	9,002 +5,810	+182%	+$449K	0.42%	60
2019 Q3	$239K	Buy	3,192 +49	+2%	+$3.68K	0.16%	110
2019 Q2	$237K	Buy	+3,143	New	+$232K	0.16%	106
2018 Q3	–	Sell	-3,235	Closed	-$230K	–	161
2018 Q2	$230K	Buy	3,235 +108	+3%	+$7.63K	0.17%	124
2018 Q1	$218K	Buy	3,127 +51	+2%	+$3.63K	0.18%	126
2017 Q4	$217K	Hold	3,076	–	–	0.17%	156
2017 Q3	$207K	Buy	+3,076	New	+$203K	0.18%	143

Other funds holding JPUS

MWM

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

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Continuum Advisory's JPUS Position: Q2 2025 in Review

Continuum Advisory sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 1,571 shares — an estimated $181K sold.

Continuum Advisory first reported a position in JPUS in Q3 2017 and held it in 26 quarters. The position peaked at $906K in Q3 2020. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

Continuum Advisory reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,571 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $181K.
Continuum Advisory first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and held it in 26 quarters.
Continuum Advisory's JPMorgan Diversified Return US Equity ETF position peaked at $906K in Q3 2020.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.