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KAS
JPUS
Kestra Advisory Services’s
JPMorgan Diversified Return US Equity ETF
JPUS
Stock Holding History
Kestra Advisory Services’s Portfolio
JPUS Stock Details
JPUS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$283K
Buy
2,176
+8
+0.4%
+$1.05K
﹤0.01%
2683
2025
Q4
$269K
Buy
2,168
+12
+0.6%
+$1.48K
﹤0.01%
2632
2025
Q3
$267K
Sell
2,156
-243
-10%
-$29.5K
﹤0.01%
2538
2025
Q2
$284K
Sell
2,399
-305
-11%
-$34.7K
﹤0.01%
2399
2025
Q1
$312K
Sell
2,704
-74
-3%
-$8.6K
﹤0.01%
2148
2024
Q4
$317K
Sell
2,778
-310
-10%
-$37K
﹤0.01%
2181
2024
Q3
$370K
Buy
3,088
+12
+0.4%
+$1.37K
﹤0.01%
1967
2024
Q2
$336K
Buy
3,076
+14
+0.5%
+$1.53K
﹤0.01%
2050
2024
Q1
$343K
Buy
3,062
+8
+0.3%
+$844
﹤0.01%
1909
2023
Q4
$314K
Sell
3,054
-88
-3%
-$8.47K
﹤0.01%
1816
2023
Q3
$295K
Buy
3,142
+14
+0.4%
+$1.37K
﹤0.01%
1667
2023
Q2
$306K
Buy
3,128
+14
+0.4%
+$1.33K
﹤0.01%
1595
2023
Q1
$298K
Sell
3,114
-91
-3%
-$8.78K
﹤0.01%
1565
2022
Q4
$304K
Sell
3,205
-29
-0.9%
-$2.72K
﹤0.01%
1740
2022
Q3
$277K
Buy
3,234
+4
+0.1%
+$380
﹤0.01%
1640
2022
Q2
$296K
Buy
3,230
+23
+0.7%
+$2.28K
﹤0.01%
1636
2022
Q1
$335K
Buy
3,207
+30
+0.9%
+$3.06K
﹤0.01%
1529
2021
Q4
$337K
Sell
3,177
-134
-4%
-$13.7K
﹤0.01%
1538
2021
Q3
$318K
Sell
3,311
-203
-6%
-$20K
﹤0.01%
1633
2021
Q2
$340K
Sell
3,514
-623
-15%
-$59.7K
﹤0.01%
1495
2021
Q1
$378K
Sell
4,137
-65
-2%
-$5.69K
﹤0.01%
1335
2020
Q4
$350K
Buy
4,202
+4,122
+5,153%
+$329K
﹤0.01%
1389
2020
Q3
$383K
Buy
+80
New
+$5.89K
0.01%
997
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.3B AUM
18.32%
1-Year Est. Return
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
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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