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

GuidedMoney’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	$210K	Buy	+1,500	New	+$205K	0.1%	32

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GuidedMoney's JPUS Position: Q2 2026 in Review

GuidedMoney opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 1,500 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #32 among its holdings.

103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

GuidedMoney held 1,500 shares of JPMorgan Diversified Return US Equity ETF worth $210K as of Q2 2026.
JPMorgan Diversified Return US Equity ETF was a new GuidedMoney position in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.1% of GuidedMoney's portfolio in Q2 2026, its #32 holding.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on GuidedMoney's 13F filing for Q2 2026, filed 28 Jul 2026.