HighPoint Advisor Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

HighPoint Advisor Group’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	$14M	Sell	99,853 -18,743	-16%	-$2.56M	0.49%	46
2026 Q1	$15.4M	Sell	118,596 -35,738	-23%	-$4.69M	0.65%	38
2025 Q4	$19.1M	Buy	+154,334	New	+$19.1M	0.42%	47

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighPoint Advisor Group's JPUS Position: Q2 2026 in Review

HighPoint Advisor Group reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 16% in Q2 2026, selling an estimated $2.56M and leaving 99,853 shares worth $14M. The position accounts for 0.49% of the portfolio, ranked #46.

HighPoint Advisor Group first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.1M in Q4 2025. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

HighPoint Advisor Group held 99,853 shares of JPMorgan Diversified Return US Equity ETF worth $14M as of Q2 2026.
HighPoint Advisor Group sold 18,743 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $2.56M.
JPMorgan Diversified Return US Equity ETF made up 0.49% of HighPoint Advisor Group's portfolio in Q2 2026, its #46 holding.
HighPoint Advisor Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
HighPoint Advisor Group's JPMorgan Diversified Return US Equity ETF position peaked at $19.1M in Q4 2025.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.