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
2026 Q2	$193K	Buy	+1,373	New	+$188K	0.02%	477
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 $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

Continuum Advisory's JPUS Position: Q2 2026 in Review

Continuum Advisory opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 1,373 shares worth $193K. The stake represents 0.02% of the portfolio and ranks #477 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in JPUS as recently as Q1 2025.

Continuum Advisory first reported a position in JPUS in Q3 2017 and has held it in 27 quarters since. The position peaked at $906K in Q3 2020. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Continuum Advisory held 1,373 shares of JPMorgan Diversified Return US Equity ETF worth $193K as of Q2 2026.
JPMorgan Diversified Return US Equity ETF was a new Continuum Advisory position in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #477 holding.
Continuum Advisory first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and has held it in 27 quarters since.
Continuum Advisory's JPMorgan Diversified Return US Equity ETF position peaked at $906K in Q3 2020.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.