IFA
JPUS

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

Interactive Financial 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 		$345K Sell
2,466
-272
-10% -$37.2K 0.21% 62
2026
Q1 		$357K Sell
2,738
-121
-4% -$15.9K 0.23% 58
2025
Q4 		$354K Sell
2,859
-1,294
-31% -$160K 0.23% 60
2025
Q3 		$515K Sell
4,153
-1,162
-22% -$141K 0.28% 51
2025
Q2 		$628K Sell
5,315
-260
-5% -$29.6K 0.31% 51
2025
Q1 		$642K Buy
5,575
+1
+0% +$116 0.34% 48
2024
Q4 		$636K Sell
5,574
-191
-3% -$22.8K 0.33% 50
2024
Q3 		$690K Sell
5,765
-6
-0.1% -$686 0.36% 48
2024
Q2 		$630K Sell
5,771
-133
-2% -$14.5K 0.35% 49
2024
Q1 		$661K Buy
5,904
+4,783
+427% +$505K 0.37% 47
2023
Q4 		$533K Sell
1,121
-5,048
-82% -$486K 0.29% 51
2023
Q3 		$579K Sell
6,169
-372
-6% -$36.5K 0.39% 39
2023
Q2 		$640K Sell
6,541
-69
-1% -$6.56K 0.43% 45
2023
Q1 		$632K Buy
6,610
+7
+0.1% +$675 0.41% 44
2022
Q4 		$626K Buy
6,603
+294
+5% +$27.6K 0.38% 48
2022
Q3 		$539K Buy
6,309
+2,676
+74% +$254K 0.31% 52
2022
Q2 		$333K Sell
3,633
-65
-2% -$6.43K 0.17% 62
2022
Q1 		$379K Buy
3,698
+786
+27% +$80.2K 0.18% 69
2021
Q4 		$309K Sell
2,912
-49
-2% -$5K 0.12% 74
2021
Q3 		$285K Sell
2,961
-25
-0.8% -$2.46K 0.12% 75
2021
Q2 		$289K Sell
2,986
-326
-10% -$31.2K 0.12% 74
2021
Q1 		$302K Sell
3,312
-31
-0.9% -$2.71K 0.13% 72
2020
Q4 		$280K Sell
3,343
-523
-14% -$41.7K 0.13% 73
2020
Q3 		$286K Sell
3,866
-172
-4% -$12.7K 0.14% 63
2020
Q2 		$280K Sell
4,038
-328
-8% -$21.8K 0.14% 57
2020
Q1 		$256K Sell
4,366
-892
-17% -$65.4K 0.23% 37
2019
Q4 		$419K Buy
5,258
+68
+1% +$5.25K 0.19% 56
2019
Q3 		$394K Sell
5,190
-512
-9% -$38.5K 0.18% 52
2019
Q2 		$427K Sell
5,702
-770
-12% -$56.8K 0.2% 54
2019
Q1 		$473K Buy
6,472
+276
+4% +$19.5K 0.23% 43
2018
Q4 		$402K Sell
6,196
-95
-2% -$6.63K 0.21% 42
2018
Q3 		$469K Buy
6,291
+726
+13% +$53.6K 0.22% 48
2018
Q2 		$395K Buy
5,565
+157
+3% +$11.1K 0.19% 52
2018
Q1 		$377K Buy
5,408
+255
+5% +$18.2K 0.18% 53
2017
Q4 		$363K Buy
5,153
+1,465
+40% +$102K 0.16% 55
2017
Q3 		$248K Buy
+3,688
New +$243K 0.11% 56

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Interactive Financial Advisors's JPUS Position: Q2 2026 in Review

Interactive Financial Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 9.9% in Q2 2026, selling an estimated $37.2K and leaving 2,466 shares worth $345K. The position accounts for 0.21% of the portfolio, ranked #62.

Interactive Financial Advisors first reported a position in JPUS in Q3 2017 and has held it in 36 quarters since. The position peaked at $690K in Q3 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Interactive Financial Advisors held 2,466 shares of JPMorgan Diversified Return US Equity ETF worth $345K as of Q2 2026.
  • Interactive Financial Advisors sold 272 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $37.2K.
  • JPMorgan Diversified Return US Equity ETF made up 0.21% of Interactive Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Interactive Financial Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and has held it in 36 quarters since.
  • Interactive Financial Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $690K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.