FFA
JPUS

Farther Finance Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Farther Finance 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 		$1.58M Sell
11,280
-171
-1% -$23.4K 0.01% 849
2026
Q1 		$1.5M Sell
11,451
-196
-2% -$25.7K 0.01% 775
2025
Q4 		$1.44M Buy
11,647
+482
+4% +$59.5K 0.02% 719
2025
Q3 		$1.38M Sell
11,165
-544
-5% -$66K 0.02% 587
2025
Q2 		$1.38M Buy
11,709
+4,710
+67% +$536K 0.03% 478
2025
Q1 		$807K Buy
6,999
+6,545
+1,442% +$761K 0.02% 593
2024
Q4 		$51.8K Hold
454
– – ﹤0.01% 1646
2024
Q3 		$54.3K Hold
454
– – ﹤0.01% 1598
2024
Q2 		$49.3K Buy
454
+240
+112% +$26.2K ﹤0.01% 1425
2024
Q1 		$23.8K Hold
214
– – ﹤0.01% 1432
2023
Q4 		$22K Sell
214
-29
-12% -$2.79K ﹤0.01% 1308
2023
Q3 		$22.8K Buy
+243
New +$23.8K ﹤0.01% 1048

Other funds holding JPUS

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Farther Finance Advisors's JPUS Position: Q2 2026 in Review

Farther Finance Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.5% in Q2 2026, selling an estimated $23.4K and leaving 11,280 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #849.

Farther Finance Advisors first reported a position in JPUS in Q3 2023 and has held it in 12 quarters since. 56 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Farther Finance Advisors held 11,280 shares of JPMorgan Diversified Return US Equity ETF worth $1.58M as of Q2 2026.
  • Farther Finance Advisors sold 171 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $23.4K.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #849 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 56 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.