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

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

Kestra Advisory Services's JPUS Position: Q1 2026 in Review

Kestra Advisory Services increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.37% in Q1 2026, buying an estimated $1.05K and bringing the position to 2,176 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Kestra Advisory Services first reported a position in JPUS in Q3 2020 and has held it in 23 quarters since. The position peaked at $383K in Q3 2020. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Kestra Advisory Services held 2,176 shares of JPMorgan Diversified Return US Equity ETF worth $283K as of Q1 2026.
Kestra Advisory Services bought 8 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $1.05K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2683 holding.
Kestra Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $383K in Q3 2020.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.