Envestnet Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Envestnet Asset Management’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
2025 Q4	–	Sell	-1,882	Closed	-$233K	–	4570
2025 Q3	$233K	Buy	+1,882	New	+$228K	﹤0.01%	4243
2025 Q2	–	Sell	-5,599	Closed	-$645K	–	4505
2025 Q1	$645K	Sell	5,599 -188	-3%	-$21.9K	﹤0.01%	3461
2024 Q4	$660K	Buy	5,787 +53	+0.9%	+$6.33K	﹤0.01%	3426
2024 Q3	$686K	Sell	5,734 -178	-3%	-$20.3K	﹤0.01%	3350
2024 Q2	$645K	Sell	5,912 -74	-1%	-$8.08K	﹤0.01%	3311
2024 Q1	$670K	Buy	5,986 +75	+1%	+$7.92K	﹤0.01%	3265
2023 Q4	$607K	Buy	5,911 +1,190	+25%	+$115K	﹤0.01%	3227
2023 Q3	$443K	Buy	4,721 +461	+11%	+$45.2K	﹤0.01%	3316
2023 Q2	$417K	Buy	4,260 +205	+5%	+$19.5K	﹤0.01%	3306
2023 Q1	$388K	Sell	4,055 -487	-11%	-$47K	﹤0.01%	3312
2022 Q4	$431K	Sell	4,542 -62	-1%	-$5.82K	﹤0.01%	3183
2022 Q3	$394K	Buy	4,604 +22	+0.5%	+$2.09K	﹤0.01%	3171
2022 Q2	$419K	Sell	4,582 -879	-16%	-$87K	﹤0.01%	3159
2022 Q1	$570K	Sell	5,461 -3,972	-42%	-$405K	﹤0.01%	3043
2021 Q4	$1M	Sell	9,433 -2,208	-19%	-$225K	﹤0.01%	2631
2021 Q3	$1.12M	Sell	11,641 -610	-5%	-$60.1K	﹤0.01%	2471
2021 Q2	$1.19M	Sell	12,251 -2,034	-14%	-$195K	﹤0.01%	2405
2021 Q1	$1.3M	Sell	14,285 -5,286	-27%	-$462K	﹤0.01%	2213
2020 Q4	$1.64M	Buy	19,571 +812	+4%	+$64.7K	﹤0.01%	1882
2020 Q3	$1.39M	Sell	18,759 -41	-0.2%	-$3.02K	﹤0.01%	1826
2020 Q2	$1.3M	Sell	18,800 -2,880	-13%	-$192K	﹤0.01%	1814
2020 Q1	$1.27M	Sell	21,680 -15,359	-41%	-$1.13M	﹤0.01%	1677
2019 Q4	$2.95M	Buy	37,039 +5,005	+16%	+$387K	﹤0.01%	1408
2019 Q3	$2.43M	Buy	32,034 +995	+3%	+$74.8K	﹤0.01%	1443
2019 Q2	$2.32M	Buy	31,039 +9,595	+45%	+$708K	﹤0.01%	1470
2019 Q1	$1.57M	Buy	21,444 +5,506	+35%	+$389K	﹤0.01%	1610
2018 Q4	$1.03M	Buy	15,938 +10,131	+174%	+$707K	﹤0.01%	1733
2018 Q3	$433K	Buy	+5,807	New	+$429K	﹤0.01%	953

Other funds holding JPUS

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management's JPUS Position: Q4 2025 in Review

Envestnet Asset Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2025, closing a stake of 1,882 shares — an estimated $233K sold.

Envestnet Asset Management first reported a position in JPUS in Q3 2018 and held it in 28 quarters. The position peaked at $2.95M in Q4 2019. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

Envestnet Asset Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Asset Management sold 1,882 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $233K.
Envestnet Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2018 and held it in 28 quarters.
Envestnet Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $2.95M in Q4 2019.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.