FM
JPUS

Foster & Motley’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Foster & Motley’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 		$496K Sell
3,539
-2
-0.1% -$273 0.02% 322
2026
Q1 		$461K Sell
3,541
-2
-0.1% -$262 0.02% 309
2025
Q4 		$439K Sell
3,543
-33
-0.9% -$4.08K 0.02% 304
2025
Q3 		$443K Sell
3,576
-17
-0.5% -$2.06K 0.02% 305
2025
Q2 		$425K Sell
3,593
-55
-2% -$6.26K 0.02% 300
2025
Q1 		$420K Sell
3,648
-423
-10% -$49.2K 0.03% 293
2024
Q4 		$465K Sell
4,071
-65
-2% -$7.76K 0.03% 283
2024
Q3 		$495K Sell
4,136
-298
-7% -$34.1K 0.03% 280
2024
Q2 		$484K Buy
4,434
+67
+2% +$7.32K 0.03% 271
2024
Q1 		$489K Sell
4,367
-54
-1% -$5.7K 0.03% 264
2023
Q4 		$454K Sell
4,421
-233
-5% -$22.4K 0.03% 274
2023
Q3 		$437K Buy
4,654
+53
+1% +$5.2K 0.04% 282
2023
Q2 		$450K Sell
4,601
-118
-3% -$11.2K 0.03% 300
2023
Q1 		$451K Buy
4,719
+324
+7% +$31.3K 0.04% 289
2022
Q4 		$417K Buy
4,395
+1,253
+40% +$118K 0.04% 292
2022
Q3 		$269K Sell
3,142
-482
-13% -$45.7K 0.03% 315
2022
Q2 		$332K Sell
3,624
-839
-19% -$83K 0.03% 293
2022
Q1 		$466K Buy
4,463
+2,026
+83% +$207K 0.04% 263
2021
Q4 		$258K Buy
2,437
+322
+15% +$32.9K 0.02% 323
2021
Q3 		$203K Hold
2,115
– – 0.02% 327
2021
Q2 		$205K Buy
+2,115
New +$203K 0.02% 315

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

Foster & Motley's JPUS Position: Q2 2026 in Review

Foster & Motley reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.06% in Q2 2026, selling an estimated $273 and leaving 3,539 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #322.

Foster & Motley first reported a position in JPUS in Q2 2021 and has held it in 21 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Foster & Motley held 3,539 shares of JPMorgan Diversified Return US Equity ETF worth $496K as of Q2 2026.
  • Foster & Motley sold 2 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $273.
  • JPMorgan Diversified Return US Equity ETF made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #322 holding.
  • Foster & Motley first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.