IF
JPUS

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
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 $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return