HHM Wealth Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

HHM Wealth Advisors’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	$2.88M	Sell	20,536 -1,265	-6%	-$173K	0.29%	28
2026 Q1	$2.84M	Sell	21,801 -235	-1%	-$30.8K	0.33%	28
2025 Q4	$2.73M	Sell	22,036 -255	-1%	-$31.5K	0.32%	28
2025 Q3	$2.76M	Hold	22,291	–	–	0.32%	27
2025 Q2	$2.63M	Hold	22,291	–	–	0.31%	25
2025 Q1	$2.57M	Hold	22,291	–	–	0.35%	24
2024 Q4	$2.54M	Sell	22,291 -679	-3%	-$81.1K	0.35%	23
2024 Q3	$2.75M	Sell	22,970 -1,010	-4%	-$115K	0.39%	21
2024 Q2	$2.62M	Sell	23,980 -2,780	-10%	-$304K	0.39%	21
2024 Q1	$3M	Sell	26,760 -2,178	-8%	-$230K	0.49%	18
2023 Q4	$2.97M	Sell	28,938 -520	-2%	-$50.1K	0.52%	17
2023 Q3	$2.77M	Sell	29,458 -1,378	-4%	-$135K	0.54%	17
2023 Q2	$3.01M	Sell	30,836 -3,089	-9%	-$294K	0.57%	17
2023 Q1	$3.24M	Sell	33,925 -285	-0.8%	-$27.5K	0.66%	17
2022 Q4	$3.24M	Sell	34,210 -1,131	-3%	-$106K	0.74%	18
2022 Q3	$3.02M	Sell	35,341 -5,563	-14%	-$528K	0.79%	16
2022 Q2	$3.74M	Hold	40,904	–	–	0.96%	14
2022 Q1	$4.27M	Sell	40,904 -407	-1%	-$41.5K	1%	14
2021 Q4	$4.38M	Sell	41,311 -376	-0.9%	-$38.4K	1.06%	12
2021 Q3	$4.01M	Sell	41,687 -2,140	-5%	-$211K	1.09%	12
2021 Q2	$4.24M	Sell	43,827 -124	-0.3%	-$11.9K	1.15%	12
2021 Q1	$4.01M	Sell	43,951 -1,561	-3%	-$137K	1.24%	12
2020 Q4	$3.81M	Sell	45,512 -1,751	-4%	-$140K	1.31%	12
2020 Q3	$3.5M	Sell	47,263 -24,310	-34%	-$1.79M	1.4%	11
2020 Q2	$4.97M	Sell	71,573 -100,179	-58%	-$6.67M	2.07%	9
2020 Q1	$10.1M	Buy	171,752 +16,970	+11%	+$1.24M	4.92%	6
2019 Q4	$12.3M	Buy	154,782 +15,330	+11%	+$1.18M	5.93%	5
2019 Q3	$10.6M	Buy	139,452 +182	+0.1%	+$13.7K	6.02%	5
2019 Q2	$10.4M	Buy	139,270 +4,969	+4%	+$367K	6.14%	5
2019 Q1	$9.82M	Buy	134,301 +7,898	+6%	+$558K	6.28%	5
2018 Q4	$8.2M	Buy	+126,403	New	+$8.82M	6.01%	6

Other funds holding JPUS

DJSG

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

TFS

Targeted Financial Services Seminole, Florida $136M AUM

HHM Wealth Advisors's JPUS Position: Q2 2026 in Review

HHM Wealth Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 5.8% in Q2 2026, selling an estimated $173K and leaving 20,536 shares worth $2.88M. The position accounts for 0.29% of the portfolio, ranked #28.

HHM Wealth Advisors first reported a position in JPUS in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2019. 24 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

HHM Wealth Advisors held 20,536 shares of JPMorgan Diversified Return US Equity ETF worth $2.88M as of Q2 2026.
HHM Wealth Advisors sold 1,265 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $173K.
JPMorgan Diversified Return US Equity ETF made up 0.29% of HHM Wealth Advisors's portfolio in Q2 2026, its #28 holding.
HHM Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $12.3M in Q4 2019.
24 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.