Creative Financial Designs’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-1	Closed	-$127	–	2200
2025 Q4	$127	Hold	1	–	–	﹤0.01%	2029
2025 Q3	$126	Sell	1 -102	-99%	-$12.4K	﹤0.01%	2016
2025 Q2	$12.2K	Hold	103	–	–	﹤0.01%	1284
2025 Q1	$11.8K	Buy	103 +2	+2%	+$232	﹤0.01%	1243
2024 Q4	$11.5K	Buy	101 +1	+1%	+$119	﹤0.01%	1194
2024 Q3	$12K	Buy	+100	New	+$11.4K	﹤0.01%	1153

Other funds holding JPUS

MWM

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Financial Designs's JPUS Position: Q1 2026 in Review

Creative Financial Designs sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026, closing a stake of 1 share — an estimated $127 sold.

Creative Financial Designs first reported a position in JPUS in Q3 2024 and held it in 6 quarters. The position peaked at $12.2K in Q2 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Creative Financial Designs reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 1 JPMorgan Diversified Return US Equity ETF share in Q1 2026, an estimated $127.
Creative Financial Designs first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2024 and held it in 6 quarters.
Creative Financial Designs's JPMorgan Diversified Return US Equity ETF position peaked at $12.2K in Q2 2025.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.