GRP
JPUS

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
2026
Q2 		$10.1K Buy
+72
New +$9.84K ﹤0.01% 3392
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

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

Global Retirement Partners's JPUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 72 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #3392 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JPUS as recently as Q4 2025.

Global Retirement Partners first reported a position in JPUS in Q1 2022 and has held it in 11 quarters since. The position peaked at $11.3K in Q4 2023. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Global Retirement Partners held 72 shares of JPMorgan Diversified Return US Equity ETF worth $10.1K as of Q2 2026.
  • JPMorgan Diversified Return US Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3392 holding.
  • Global Retirement Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2022 and has held it in 11 quarters since.
  • Global Retirement Partners's JPMorgan Diversified Return US Equity ETF position peaked at $11.3K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.