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
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 $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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return