GWP
JPUS

Gateway Wealth Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Gateway Wealth Partners’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 		– Sell
-2,754
Closed -$359K – 863
2026
Q1 		$359K Buy
+2,754
New +$361K 0.01% 681

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

Gateway Wealth Partners's JPUS Position: Q2 2026 in Review

Gateway Wealth Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026, closing a stake of 2,754 shares — an estimated $359K sold.

Gateway Wealth Partners first reported a position in JPUS in Q1 2026 and held it in 1 quarter. The position peaked at $359K in Q1 2026. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Gateway Wealth Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 2,754 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $359K.
  • Gateway Wealth Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's JPMorgan Diversified Return US Equity ETF position peaked at $359K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.