HFA
JPUS

Hershey Financial Advisers’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Hershey Financial Advisers’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
-10,367
Closed -$1.35M – 100
2026
Q1 		$1.35M Buy
+10,367
New +$1.36M 1.17% 35

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

Hershey Financial Advisers's JPUS Position: Q2 2026 in Review

Hershey Financial Advisers sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026, closing a stake of 10,367 shares — an estimated $1.35M sold.

Hershey Financial Advisers first reported a position in JPUS in Q1 2026 and held it in 1 quarter. The position peaked at $1.35M in Q1 2026. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Hershey Financial Advisers reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 10,367 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $1.35M.
  • Hershey Financial Advisers first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Hershey Financial Advisers's JPMorgan Diversified Return US Equity ETF position peaked at $1.35M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.