Jones Financial Companies
JPUS

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
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 $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 $57.2B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $45.5B AUM 21.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return