EWA
JPUS

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

Etesian Wealth Advisors’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
Q2 		$373K Sell
2,659
-150
-5% -$20.5K 0.11% 102
2026
Q1 		$366K Sell
2,809
-441
-14% -$57.9K 0.12% 105
2025
Q4 		$403K Sell
3,250
-719
-18% -$88.8K 0.13% 103
2025
Q3 		$492K Sell
3,969
-724
-15% -$87.8K 0.16% 96
2025
Q2 		$555K Sell
4,693
-109
-2% -$12.4K 0.21% 91
2025
Q1 		$553K Sell
4,802
-341
-7% -$39.6K 0.24% 83
2024
Q4 		$587K Sell
5,143
-3,474
-40% -$415K 0.26% 88
2024
Q3 		$1.03M Sell
8,617
-7,763
-47% -$887K 0.47% 66
2024
Q2 		$1.79M Sell
16,380
-3,241
-17% -$354K 1.01% 27
2024
Q1 		$2.2M Sell
19,621
-1,188
-6% -$125K 1.26% 22
2023
Q4 		$2.14M Buy
20,809
+193
+0.9% +$18.6K 1.29% 22
2023
Q3 		$1.94M Buy
20,616
+779
+4% +$76.4K 1.3% 24
2023
Q2 		$1.94M Sell
19,837
-380
-2% -$36.1K 1.27% 22
2023
Q1 		$1.93M Buy
20,217
+214
+1% +$20.6K 1.29% 21
2022
Q4 		$1.9M Buy
+20,003
New +$1.88M 1.38% 20

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Etesian Wealth Advisors's JPUS Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 5.3% in Q2 2026, selling an estimated $20.5K and leaving 2,659 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #102.

Etesian Wealth Advisors first reported a position in JPUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q1 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Etesian Wealth Advisors held 2,659 shares of JPMorgan Diversified Return US Equity ETF worth $373K as of Q2 2026.
  • Etesian Wealth Advisors sold 150 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Diversified Return US Equity ETF made up 0.11% of Etesian Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Etesian Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.2M in Q1 2024.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.