IWN
JPUS

Independent Wealth Network’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Independent Wealth Network’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 		– Sell
-15,514
Closed -$1.92M – 324
2025
Q4 		$1.92M Buy
15,514
+1,019
+7% +$126K 0.59% 41
2025
Q3 		$1.8M Buy
14,495
+1,851
+15% +$224K 0.58% 42
2025
Q2 		$1.49M Buy
12,644
+120
+1% +$13.7K 0.54% 44
2025
Q1 		$1.44M Buy
12,524
+190
+2% +$22.1K 0.58% 42
2024
Q4 		$1.41M Buy
12,334
+2,054
+20% +$245K 0.57% 40
2024
Q3 		$1.23M Buy
10,280
+223
+2% +$25.5K 0.54% 41
2024
Q2 		$1.1M Sell
10,057
-97
-1% -$10.6K 0.51% 46
2024
Q1 		$1.14M Buy
10,154
+59
+0.6% +$6.23K 0.53% 45
2023
Q4 		$1.04M Sell
10,095
-1,383
-12% -$133K 0.55% 45
2023
Q3 		$1.08M Sell
11,478
-688
-6% -$67.5K 0.66% 37
2023
Q2 		$1.19M Buy
12,166
+102
+0.8% +$9.7K 0.71% 31
2023
Q1 		$1.15M Buy
12,064
+89
+0.7% +$8.59K 0.74% 29
2022
Q4 		$1.13M Sell
11,975
-473
-4% -$44.4K 0.78% 29
2022
Q3 		$1.06M Sell
12,448
-518
-4% -$49.2K 0.83% 28
2022
Q2 		$1.19M Sell
12,966
-793
-6% -$78.5K 0.85% 28
2022
Q1 		$1.44M Buy
13,759
+77
+0.6% +$7.86K 0.91% 25
2021
Q4 		$1.45M Buy
13,682
+114
+0.8% +$11.6K 0.89% 25
2021
Q3 		$1.4M Buy
+13,568
New +$1.34M 0.92% 27

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 $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return

Independent Wealth Network's JPUS Position: Q1 2026 in Review

Independent Wealth Network sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026, closing a stake of 15,514 shares — an estimated $1.92M sold.

Independent Wealth Network first reported a position in JPUS in Q3 2021 and held it in 18 quarters. The position peaked at $1.92M in Q4 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • Independent Wealth Network reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 15,514 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $1.92M.
  • Independent Wealth Network first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's JPMorgan Diversified Return US Equity ETF position peaked at $1.92M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.