Integrated Wealth Concepts’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Integrated Wealth Concepts’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	$246K	Buy	+1,753	New	+$239K	﹤0.01%	2206
2024 Q4	–	Sell	-2,093	Closed	-$250K	–	1755
2024 Q3	$250K	Buy	+2,093	New	+$239K	﹤0.01%	1452
2020 Q4	–	Sell	-157,537	Closed	-$11.7M	–	639
2020 Q3	$11.7M	Buy	157,537 +12,953	+9%	+$954K	0.72%	37
2020 Q2	$10M	Buy	144,584 +38,728	+37%	+$2.58M	0.72%	37
2020 Q1	$6.21M	Buy	105,856 +13,766	+15%	+$1.01M	0.57%	47
2019 Q4	$7.34M	Buy	92,090 +12,731	+16%	+$983K	0.62%	44
2019 Q3	$6.03M	Buy	79,359 +15,657	+25%	+$1.18M	0.68%	41
2019 Q2	$4.66M	Buy	63,702 +11,475	+22%	+$847K	0.61%	46
2019 Q1	$3.82M	Buy	+52,227	New	+$3.69M	0.65%	40

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Wealth Concepts's JPUS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 1,753 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in JPUS as recently as Q3 2024.

Integrated Wealth Concepts first reported a position in JPUS in Q1 2019 and has held it in 9 quarters since. The position peaked at $11.7M in Q3 2020. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Integrated Wealth Concepts held 1,753 shares of JPMorgan Diversified Return US Equity ETF worth $246K as of Q2 2026.
JPMorgan Diversified Return US Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2206 holding.
Integrated Wealth Concepts first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2019 and has held it in 9 quarters since.
Integrated Wealth Concepts's JPMorgan Diversified Return US Equity ETF position peaked at $11.7M in Q3 2020.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.