GM
JPUS

GeoWealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-172
Closed -$19.7K – 1467
2024
Q4 		$19.7K Hold
172
– – ﹤0.01% 1380
2024
Q3 		$20.6K Hold
172
– – ﹤0.01% 1273
2024
Q2 		$18.8K Sell
172
-11,246
-98% -$1.23M ﹤0.01% 841
2024
Q1 		$1.28M Buy
11,418
+11,203
+5,211% +$1.18M 0.05% 245
2023
Q4 		$22K Sell
215
-2,576
-92% -$248K ﹤0.01% 648
2023
Q3 		$261K Buy
2,791
+1,955
+234% +$192K 0.03% 249
2023
Q2 		$81K Sell
836
-51,767
-98% -$4.92M 0.01% 303
2023
Q1 		$5.03M Sell
52,603
-1,124
-2% -$108K 0.59% 38
2022
Q4 		$5.09M Buy
53,727
+769
+1% +$72.2K 0.54% 39
2022
Q3 		$4.53M Buy
52,958
+3,285
+7% +$312K 0.49% 44
2022
Q2 		$4.55M Sell
49,673
-14,806
-23% -$1.47M 0.61% 39
2022
Q1 		$6.74M Buy
64,479
+97
+0.2% +$9.9K 0.59% 47
2021
Q4 		$6.83M Buy
64,382
+1,442
+2% +$147K 0.56% 50
2021
Q3 		$6.05M Buy
62,940
+8,591
+16% +$847K 0.5% 64
2021
Q2 		$5.26M Buy
54,349
+167
+0.3% +$16K 0.67% 40
2021
Q1 		$4.95M Sell
54,182
-6,475
-11% -$566K 0.77% 36
2020
Q4 		$5.08M Buy
60,657
+612
+1% +$48.8K 0.81% 35
2020
Q3 		$4.44M Sell
60,045
-2,910
-5% -$214K 1.34% 23
2020
Q2 		$4.37M Sell
62,955
-4,195
-6% -$279K 1.8% 16
2020
Q1 		$3.94M Buy
67,150
+9,394
+16% +$689K 2.78% 12
2019
Q4 		$4.6M Sell
57,756
-272,539
-83% -$21M 2.47% 13
2019
Q3 		$25.1M Buy
330,295
+300,926
+1,025% +$22.6M 5.64% 2
2019
Q2 		$2.2M Buy
+29,369
New +$2.17M 5.77% 3

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

GeoWealth Management's JPUS Position: Q1 2025 in Review

GeoWealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2025, closing a stake of 172 shares — an estimated $19.7K sold.

GeoWealth Management first reported a position in JPUS in Q2 2019 and held it in 23 quarters. The position peaked at $25.1M in Q3 2019. 84 funds tracked by Wall St. Rank hold JPUS as of Q1 2025.

  • GeoWealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 172 JPMorgan Diversified Return US Equity ETF shares in Q1 2025, an estimated $19.7K.
  • GeoWealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and held it in 23 quarters.
  • GeoWealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $25.1M in Q3 2019.
  • 84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.