CreativeOne Wealth’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $378K | Sell |
2,696
-200
| -7% | -$27.3K | 0.01% | 897 |
|
|
2026
Q1 | $377K | Hold |
2,896
| – | – | 0.01% | 899 |
|
|
2025
Q4 | $359K | Sell |
2,896
-49
| -2% | -$6.05K | 0.01% | 888 |
|
|
2025
Q3 | $365K | Sell |
2,945
-264
| -8% | -$32K | 0.01% | 873 |
|
|
2025
Q2 | $379K | Sell |
3,209
-425
| -12% | -$48.4K | 0.01% | 842 |
|
|
2025
Q1 | $419K | Buy |
3,634
+192
| +6% | +$22.3K | 0.01% | 744 |
|
|
2024
Q4 | $393K | Sell |
3,442
-1,131
| -25% | -$135K | 0.01% | 783 |
|
|
2024
Q3 | $547K | Buy |
4,573
+432
| +10% | +$49.4K | 0.02% | 600 |
|
|
2024
Q2 | $452K | Sell |
4,141
-641
| -13% | -$70K | 0.02% | 506 |
|
|
2024
Q1 | $536K | Sell |
4,782
-1,398
| -23% | -$148K | 0.02% | 552 |
|
|
2023
Q4 | $635K | Sell |
6,180
-2,921
| -32% | -$281K | 0.04% | 321 |
|
|
2023
Q3 | $855K | Sell |
9,101
-7,944
| -47% | -$779K | 0.06% | 257 |
|
|
2023
Q2 | $1.67M | Sell |
17,045
-132,256
| -89% | -$12.6M | 0.08% | 243 |
|
|
2023
Q1 | $14.3M | Buy |
149,301
+4,014
| +3% | +$387K | 0.7% | 28 |
|
|
2022
Q4 | $13.8M | Sell |
145,287
-5,824
| -4% | -$547K | 0.76% | 23 |
|
|
2022
Q3 | $12.9M | Buy |
151,111
+3,177
| +2% | +$302K | 0.78% | 23 |
|
|
2022
Q2 | $13.5M | Sell |
147,934
-20,675
| -12% | -$2.05M | 0.73% | 27 |
|
|
2022
Q1 | $17.6M | Buy |
168,609
+6,605
| +4% | +$674K | 0.91% | 25 |
|
|
2021
Q4 | $17.2M | Buy |
162,004
+28,674
| +22% | +$2.93M | 0.85% | 26 |
|
|
2021
Q3 | $12.9M | Sell |
133,330
-19,111
| -13% | -$1.88M | 0.76% | 28 |
|
|
2021
Q2 | $14.7M | Sell |
152,441
-8,976
| -6% | -$860K | 0.91% | 22 |
|
|
2021
Q1 | $14.7M | Sell |
161,417
-39,986
| -20% | -$3.5M | 1.12% | 16 |
|
|
2020
Q4 | $16.8M | Sell |
201,403
-53,546
| -21% | -$4.27M | 1.39% | 13 |
|
|
2020
Q3 | $18.9M | Sell |
254,949
-83,084
| -25% | -$6.12M | 2.62% | 10 |
|
|
2020
Q2 | $23.5M | Sell |
338,033
-45,185
| -12% | -$3.01M | 3.65% | 7 |
|
|
2020
Q1 | $22.5M | Sell |
383,218
-3,712
| -1% | -$272K | 4.29% | 3 |
|
|
2019
Q4 | $30.8M | Sell |
386,930
-51,155
| -12% | -$3.95M | 5.2% | 3 |
|
|
2019
Q3 | $33.3M | Sell |
438,085
-58,995
| -12% | -$4.43M | 6.42% | 3 |
|
|
2019
Q2 | $37.2M | Buy |
497,080
+15,439
| +3% | +$1.14M | 7.82% | 2 |
|
|
2019
Q1 | $35.2M | Buy |
481,641
+114,101
| +31% | +$8.07M | 9.2% | 2 |
|
|
2018
Q4 | $23.8M | Buy |
367,540
+65,436
| +22% | +$4.57M | 8.02% | 2 |
|
|
2018
Q3 | $22.5M | Buy |
302,104
+48,451
| +19% | +$3.58M | 8.32% | 3 |
|
|
2018
Q2 | $18M | Buy |
253,653
+56,368
| +29% | +$3.98M | 7.76% | 3 |
|
|
2018
Q1 | $13.7M | Buy |
+197,285
| New | +$14.1M | 6.83% | 4 |
|
Other funds holding JPUS
SCM
CreativeOne Wealth's JPUS Position: Q2 2026 in Review
CreativeOne Wealth reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 6.9% in Q2 2026, selling an estimated $27.3K and leaving 2,696 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #897.
CreativeOne Wealth first reported a position in JPUS in Q1 2018 and has held it in 34 quarters since. The position peaked at $37.2M in Q2 2019. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.
- CreativeOne Wealth held 2,696 shares of JPMorgan Diversified Return US Equity ETF worth $378K as of Q2 2026.
- CreativeOne Wealth sold 200 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $27.3K.
- JPMorgan Diversified Return US Equity ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #897 holding.
- CreativeOne Wealth first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and has held it in 34 quarters since.
- CreativeOne Wealth's JPMorgan Diversified Return US Equity ETF position peaked at $37.2M in Q2 2019.
- 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.