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

HighTower 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	$482K	Buy	3,434 +27	+0.8%	+$3.69K	﹤0.01%	2779
2026 Q1	$444K	Sell	3,407 -361	-10%	-$47.4K	﹤0.01%	2823
2025 Q4	$467K	Buy	3,768 +26	+0.7%	+$3.21K	﹤0.01%	2686
2025 Q3	$464K	Buy	3,742 +208	+6%	+$25.2K	﹤0.01%	2690
2025 Q2	$418K	Sell	3,534 -30	-0.8%	-$3.42K	﹤0.01%	2676
2025 Q1	$411K	Buy	3,564 +16	+0.5%	+$1.86K	﹤0.01%	2618
2024 Q4	$405K	Buy	3,548 +97	+3%	+$11.6K	﹤0.01%	2643
2024 Q3	$413K	Sell	3,451 -675	-16%	-$77.2K	﹤0.01%	2547
2024 Q2	$450K	Sell	4,126 -565	-12%	-$61.7K	﹤0.01%	2403
2024 Q1	$525K	Buy	+4,691	New	+$495K	﹤0.01%	2247
2022 Q1	–	Sell	-3,583	Closed	-$380K	–	3544
2021 Q4	$380K	Sell	3,583 -331	-8%	-$33.8K	﹤0.01%	2340
2021 Q3	$378K	Buy	3,914 +236	+6%	+$23.3K	﹤0.01%	2263
2021 Q2	$356K	Sell	3,678 -187	-5%	-$17.9K	﹤0.01%	2254
2021 Q1	$354K	Buy	3,865 +22	+0.6%	+$1.93K	﹤0.01%	2180
2020 Q4	$322K	Sell	3,843 -208	-5%	-$16.6K	﹤0.01%	1884
2020 Q3	$300K	Sell	4,051 -722	-15%	-$53.2K	﹤0.01%	1832
2020 Q2	$331K	Buy	+4,773	New	+$318K	﹤0.01%	1675
2020 Q1	–	Sell	-5,319	Closed	-$425K	–	2373
2019 Q4	$425K	Sell	5,319 -202	-4%	-$15.6K	﹤0.01%	1518
2019 Q3	$417K	Buy	5,521 +138	+3%	+$10.4K	﹤0.01%	1609
2019 Q2	$402K	Buy	5,383 +441	+9%	+$32.5K	﹤0.01%	1626
2019 Q1	$361K	Buy	+4,942	New	+$349K	﹤0.01%	1631
2018 Q4	–	Sell	-6,131	Closed	-$458K	–	2290
2018 Q3	$458K	Buy	+6,131	New	+$452K	﹤0.01%	1498

Other funds holding JPUS

MWM

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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

AWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

HighTower Advisors's JPUS Position: Q2 2026 in Review

HighTower Advisors increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.79% in Q2 2026, buying an estimated $3.69K and bringing the position to 3,434 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

HighTower Advisors first reported a position in JPUS in Q3 2018 and has held it in 22 quarters since. The position peaked at $525K in Q1 2024. 57 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

HighTower Advisors held 3,434 shares of JPMorgan Diversified Return US Equity ETF worth $482K as of Q2 2026.
HighTower Advisors bought 27 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $3.69K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2779 holding.
HighTower Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2018 and has held it in 22 quarters since.
HighTower Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $525K in Q1 2024.
57 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.