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

Jones Financial Companies’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	$9.02M	Buy	64,225 +12,372	+24%	+$1.69M	﹤0.01%	960
2026 Q1	$6.66M	Buy	51,853 +10,213	+25%	+$1.34M	﹤0.01%	970
2025 Q4	$5.16M	Buy	41,640 +3,447	+9%	+$426K	﹤0.01%	635
2025 Q3	$4.71M	Buy	38,193 +10,980	+40%	+$1.33M	﹤0.01%	587
2025 Q2	$3.2M	Buy	27,213 +6,371	+31%	+$726K	﹤0.01%	619
2025 Q1	$2.38M	Buy	20,842 +4,350	+26%	+$506K	﹤0.01%	615
2024 Q4	$1.88M	Buy	16,492 +8,092	+96%	+$966K	﹤0.01%	576
2024 Q3	$1M	Buy	8,400 +7,433	+769%	+$850K	﹤0.01%	611
2024 Q2	$106K	Buy	967 +496	+105%	+$54.2K	﹤0.01%	1033
2024 Q1	$52.8K	Buy	+471	New	+$49.7K	﹤0.01%	720

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies's JPUS Position: Q2 2026 in Review

Jones Financial Companies increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 24% in Q2 2026, buying an estimated $1.69M and bringing the position to 64,225 shares worth $9.02M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Jones Financial Companies first reported a position in JPUS in Q1 2024 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Jones Financial Companies held 64,225 shares of JPMorgan Diversified Return US Equity ETF worth $9.02M as of Q2 2026.
Jones Financial Companies bought 12,372 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $1.69M.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #960 holding.
Jones Financial Companies first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2024 and has held it in 10 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.