Fidelity Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Fidelity Investments’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	$495K	Sell	3,527 -64	-2%	-$8.74K	﹤0.01%	3288
2026 Q1	$468K	Sell	3,591 -31	-0.9%	-$4.07K	﹤0.01%	3157
2025 Q4	$449K	Sell	3,622 -783	-18%	-$96.7K	﹤0.01%	3125
2025 Q3	$546K	Sell	4,405 -131	-3%	-$15.9K	﹤0.01%	2999
2025 Q2	$536K	Sell	4,536 -216	-5%	-$24.6K	﹤0.01%	2938
2025 Q1	$547K	Sell	4,752 -186	-4%	-$21.6K	﹤0.01%	2868
2024 Q4	$563K	Buy	4,938 +741	+18%	+$88.5K	﹤0.01%	2881
2024 Q3	$502K	Sell	4,197 -266	-6%	-$30.4K	﹤0.01%	2856
2024 Q2	$487K	Buy	4,463 +1,857	+71%	+$203K	﹤0.01%	2743
2024 Q1	$292K	Buy	2,606 +622	+31%	+$65.6K	﹤0.01%	2892
2023 Q4	$204K	Sell	1,984 -323	-14%	-$31.1K	﹤0.01%	2959
2023 Q3	$217K	Buy	2,307 +25	+1%	+$2.45K	﹤0.01%	2870
2023 Q2	$223K	Sell	2,282 -14	-0.6%	-$1.33K	﹤0.01%	2918
2023 Q1	$220K	Buy	2,296 +471	+26%	+$45.4K	﹤0.01%	2941
2022 Q4	$173K	Buy	1,825 +38	+2%	+$3.57K	﹤0.01%	3047
2022 Q3	$153K	Buy	1,787 +91	+5%	+$8.64K	﹤0.01%	3133
2022 Q2	$155K	Sell	1,696 -10	-0.6%	-$989	﹤0.01%	3198
2022 Q1	$178K	Buy	1,706 +29	+2%	+$2.96K	﹤0.01%	3282
2021 Q4	$178K	Sell	1,677 -854	-34%	-$87.1K	﹤0.01%	2979
2021 Q3	$243K	Buy	2,531 +824	+48%	+$81.2K	﹤0.01%	2921
2021 Q2	$165K	Sell	1,707 -108	-6%	-$10.3K	﹤0.01%	2955
2021 Q1	$166K	Buy	1,815 +1,801	+12,864%	+$158K	﹤0.01%	2849
2020 Q4	$1K	Buy	+14	New	+$1.12K	﹤0.01%	3704
2020 Q2	–	Sell	-1	Closed	–	–	3912
2020 Q1	$0	Sell	1 -94	-99%	-$6.89K	﹤0.01%	3976
2019 Q4	$8K	Buy	95 +7	+8%	+$541	﹤0.01%	3314
2019 Q3	$6K	Buy	+88	New	+$6.61K	﹤0.01%	3360
2019 Q2	–	Sell	-1	Closed	–	–	3976
2019 Q1	$0	Sell	1 -4	-80%	-$283	﹤0.01%	3925
2018 Q4	$0	Buy	+5	New	+$349	﹤0.01%	3853

Other funds holding JPUS

MWM

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments's JPUS Position: Q2 2026 in Review

Fidelity Investments reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.8% in Q2 2026, selling an estimated $8.74K and leaving 3,527 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #3288.

Fidelity Investments first reported a position in JPUS in Q4 2018 and has held it in 28 quarters since. The position peaked at $563K in Q4 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Fidelity Investments held 3,527 shares of JPMorgan Diversified Return US Equity ETF worth $495K as of Q2 2026.
Fidelity Investments sold 64 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $8.74K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3288 holding.
Fidelity Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and has held it in 28 quarters since.
Fidelity Investments's JPMorgan Diversified Return US Equity ETF position peaked at $563K in Q4 2024.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.