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

IFP 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 Q3	$407	Hold	3	–	–	﹤0.01%	4729
2026 Q2	$421	Hold	3	–	–	﹤0.01%	4720
2026 Q1	$391	Hold	3	–	–	﹤0.01%	4480
2025 Q4	$372	Hold	3	–	–	﹤0.01%	4350
2025 Q3	$372	Hold	3	–	–	﹤0.01%	4255
2025 Q2	$355	Buy	+3	New	+$342	﹤0.01%	4518
2023 Q1	–	Sell	-2,304	Closed	-$164K	–	3941
2022 Q4	$164K	Hold	2,304	–	–	﹤0.01%	1453
2022 Q3	$164K	Hold	2,304	–	–	﹤0.01%	1537
2022 Q2	$164K	Hold	2,304	–	–	0.01%	1398
2022 Q1	$164K	Buy	+2,304	New	+$235K	0.01%	1398
2020 Q3	–	Sell	-216	Closed	-$15.9K	–	2930
2020 Q2	$15K	Hold	216	–	–	﹤0.01%	1669
2020 Q1	$13K	Hold	216	–	–	﹤0.01%	1669
2019 Q4	$17K	Sell	216 -22,429	-99%	-$1.73M	﹤0.01%	1690
2019 Q3	$1.71M	Buy	+22,645	New	+$1.7M	0.11%	203
2019 Q1	$2.29M	Buy	31,355 +667	+2%	+$47.2K	0.31%	75
2018 Q4	$1.98M	Buy	30,688 +1,961	+7%	+$137K	0.12%	190
2018 Q3	$2.14M	Sell	28,727 -230	-0.8%	-$17K	0.09%	244
2018 Q2	$2.06M	Buy	28,957 +211	+0.7%	+$14.9K	0.09%	246
2018 Q1	$2.03M	Hold	28,746	–	–	0.09%	234
2017 Q4	$2.03M	Buy	28,746 +6,458	+29%	+$448K	0.09%	235
2017 Q3	$1.5M	Buy	+22,288	New	+$1.47M	0.06%	334
2016 Q2	–	Sell	-31,355	Closed	-$2.29M	–	3944
2016 Q1	$2.29M	Buy	+31,355	New	+$1.63M	0.31%	75

Other funds holding JPUS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IFP Advisors's JPUS Position: Q3 2026 in Review

IFP Advisors held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q3 2026 at 3 shares worth $407. The position accounts for ﹤0.01% of the portfolio, ranked #4729.

IFP Advisors first reported a position in JPUS in Q1 2016 and has held it in 22 quarters since. The position peaked at $2.29M in Q1 2019. 19 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

IFP Advisors held 3 shares of JPMorgan Diversified Return US Equity ETF worth $407 as of Q3 2026.
IFP Advisors left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4729 holding.
IFP Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2016 and has held it in 22 quarters since.
IFP Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.29M in Q1 2019.
19 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.