CreativeOne Wealth’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

CreativeOne Wealth’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	$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

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

CreativeOne Wealth's JPUS Position: Q1 2026 in Review

CreativeOne Wealth held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 2,896 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #899.

CreativeOne Wealth first reported a position in JPUS in Q1 2018 and has held it in 33 quarters since. The position peaked at $37.2M in Q2 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

CreativeOne Wealth held 2,896 shares of JPMorgan Diversified Return US Equity ETF worth $377K as of Q1 2026.
CreativeOne Wealth left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #899 holding.
CreativeOne Wealth first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2018 and has held it in 33 quarters since.
CreativeOne Wealth's JPMorgan Diversified Return US Equity ETF position peaked at $37.2M in Q2 2019.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.