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

Intrua Financial’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	$369K	Hold	2,630	–	–	0.03%	350
2026 Q1	$342K	Hold	2,630	–	–	0.04%	337
2025 Q4	$326K	Hold	2,630	–	–	0.03%	347
2025 Q3	$326K	Hold	2,630	–	–	0.04%	337
2025 Q2	$311K	Hold	2,630	–	–	0.04%	285
2025 Q1	$303K	Sell	2,630 -500	-16%	-$58.1K	0.04%	279
2024 Q4	$357K	Hold	3,130	–	–	0.05%	247
2024 Q3	$375K	Sell	3,130 -550	-15%	-$62.9K	0.06%	271
2024 Q2	$402K	Hold	3,680	–	–	0.06%	258
2024 Q1	$412K	Hold	3,680	–	–	0.06%	269
2023 Q4	$378K	Sell	3,680 -500	-12%	-$48.2K	0.06%	270
2023 Q3	$393K	Hold	4,180	–	–	0.07%	230
2023 Q2	$409K	Hold	4,180	–	–	0.07%	228
2023 Q1	$393K	Buy	+4,180	New	+$403K	0.08%	212

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

Intrua Financial's JPUS Position: Q2 2026 in Review

Intrua Financial held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 2,630 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #350.

Intrua Financial first reported a position in JPUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $412K in Q1 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Intrua Financial held 2,630 shares of JPMorgan Diversified Return US Equity ETF worth $369K as of Q2 2026.
Intrua Financial left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #350 holding.
Intrua Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and has held it in 14 quarters since.
Intrua Financial's JPMorgan Diversified Return US Equity ETF position peaked at $412K in Q1 2024.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.