HI
JPUS

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

Horizon Investments’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
Q1 		$130K Buy
1,000
+500
+100% +$65.6K ﹤0.01% 1056
2025
Q4 		$62K Buy
500
+199
+66% +$24.6K ﹤0.01% 1116
2025
Q3 		$37.3K Buy
+301
New +$36.5K ﹤0.01% 1009

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments's JPUS Position: Q1 2026 in Review

Horizon Investments increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 100% in Q1 2026, buying an estimated $65.6K and bringing the position to 1,000 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Horizon Investments first reported a position in JPUS in Q3 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • Horizon Investments held 1,000 shares of JPMorgan Diversified Return US Equity ETF worth $130K as of Q1 2026.
  • Horizon Investments bought 500 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $65.6K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1056 holding.
  • Horizon Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.