Empire Financial Management Company’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Empire Financial Management Company’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	$573K	Sell	4,398 -120	-3%	-$15.7K	0.13%	145
2025 Q4	$560K	Sell	4,518 -6,118	-58%	-$756K	0.12%	149
2025 Q3	$1.32M	Buy	10,636 +608	+6%	+$73.7K	0.3%	95
2025 Q2	$1.19M	Sell	10,028 -885	-8%	-$101K	0.34%	87
2025 Q1	$1.26M	Sell	10,913 -449	-4%	-$52.2K	0.39%	79
2024 Q4	$1.3M	Sell	11,362 -259	-2%	-$30.9K	0.4%	76
2024 Q3	$1.39M	Sell	11,621 -587	-5%	-$67.1K	0.43%	72
2024 Q2	$1.33M	Sell	12,208 -3,397	-22%	-$371K	0.44%	69
2024 Q1	$1.75M	Sell	15,605 -2,212	-12%	-$233K	0.58%	58
2023 Q4	$1.83M	Sell	17,817 -4,203	-19%	-$405K	0.72%	44
2023 Q3	$2.07M	Sell	22,020 -15,374	-41%	-$1.51M	0.9%	29
2023 Q2	$3.66M	Sell	37,394 -18,123	-33%	-$1.72M	1.46%	13
2023 Q1	$5.31M	Buy	+55,517	New	+$5.36M	2.16%	6

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 $2.78B AUM 23.87% 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

Empire Financial Management Company's JPUS Position: Q1 2026 in Review

Empire Financial Management Company reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 2.7% in Q1 2026, selling an estimated $15.7K and leaving 4,398 shares worth $573K. The position accounts for 0.13% of the portfolio, ranked #145.

Empire Financial Management Company first reported a position in JPUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.31M in Q1 2023. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Empire Financial Management Company held 4,398 shares of JPMorgan Diversified Return US Equity ETF worth $573K as of Q1 2026.
Empire Financial Management Company sold 120 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $15.7K.
JPMorgan Diversified Return US Equity ETF made up 0.13% of Empire Financial Management Company's portfolio in Q1 2026, its #145 holding.
Empire Financial Management Company first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's JPMorgan Diversified Return US Equity ETF position peaked at $5.31M in Q1 2023.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.