Global Retirement Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Global Retirement 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
2025 Q4	$8.86K	Buy	71 +66	+1,320%	+$8.15K	﹤0.01%	3208
2025 Q3	$620	Buy	+5	New	+$606	﹤0.01%	3610
2024 Q1	–	Sell	-111	Closed	-$11.3K	–	3441
2023 Q4	$11.3K	Buy	111 +1	+0.9%	+$96	﹤0.01%	2024
2023 Q3	$10.2K	Hold	110	–	–	﹤0.01%	1948
2023 Q2	$10.7K	Buy	110 +1	+0.9%	+$95	﹤0.01%	1938
2023 Q1	$10.3K	Hold	109	–	–	﹤0.01%	1915
2022 Q4	$10.3K	Buy	109 +1	+0.9%	+$94	﹤0.01%	1771
2022 Q3	$10K	Buy	108 +1	+0.9%	+$95	﹤0.01%	1686
2022 Q2	$10K	Hold	107	–	–	﹤0.01%	1630
2022 Q1	$10K	Buy	+107	New	+$10.9K	﹤0.01%	1625

Other funds holding JPUS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's JPUS Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1,320% in Q4 2025, buying an estimated $8.15K and bringing the position to 71 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Global Retirement Partners first reported a position in JPUS in Q1 2022 and has held it in 10 quarters since. The position peaked at $11.3K in Q4 2023. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

Global Retirement Partners held 71 shares of JPMorgan Diversified Return US Equity ETF worth $8.86K as of Q4 2025.
Global Retirement Partners bought 66 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $8.15K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3208 holding.
Global Retirement Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2022 and has held it in 10 quarters since.
Global Retirement Partners's JPMorgan Diversified Return US Equity ETF position peaked at $11.3K in Q4 2023.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.