JO
JPUS

John Overdeck’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

John Overdeck’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 		$309K Buy
+2,200
New +$301K ﹤0.01% 4504
2026
Q1 		– Sell
-7,100
Closed -$880K – 4760
2025
Q4 		$880K Buy
+7,100
New +$877K ﹤0.01% 3010

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

John Overdeck's JPUS Position: Q2 2026 in Review

John Overdeck opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 2,200 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #4504 among its holdings. This is a return to the name: John Overdeck previously reported a position in JPUS as recently as Q4 2025.

John Overdeck first reported a position in JPUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $880K in Q4 2025. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • John Overdeck held 2,200 shares of JPMorgan Diversified Return US Equity ETF worth $309K as of Q2 2026.
  • JPMorgan Diversified Return US Equity ETF was a new John Overdeck position in Q2 2026.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4504 holding.
  • John Overdeck first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • John Overdeck's JPMorgan Diversified Return US Equity ETF position peaked at $880K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.