LexAurum Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.18M | Sell |
8,699
-12
| -0.1% | -$1.7K | 0.13% | 129 |
|
|
2026
Q2 | $1.22M | Sell |
8,711
-182
| -2% | -$24.9K | 0.14% | 128 |
|
|
2026
Q1 | $1.16M | Buy |
+8,893
| New | +$1.17M | 0.15% | 126 |
|
|
2025
Q3 | $1.11M | Sell |
8,966
-334
| -4% | -$40.5K | 0.16% | 112 |
|
|
2025
Q2 | $1.1M | Sell |
9,300
-429
| -4% | -$48.9K | 0.17% | 112 |
|
|
2025
Q1 | $1.12M | Sell |
9,729
-16
| -0.2% | -$1.86K | 0.21% | 96 |
|
|
2024
Q4 | $1.11M | Sell |
9,745
-36
| -0.4% | -$4.3K | 0.22% | 93 |
|
|
2024
Q3 | $1.17M | Sell |
9,781
-548
| -5% | -$62.6K | 0.26% | 85 |
|
|
2024
Q2 | $1.13M | Sell |
10,329
-24
| -0.2% | -$2.62K | 0.28% | 81 |
|
|
2024
Q1 | $1.16M | Sell |
10,353
-70
| -0.7% | -$7.39K | 0.29% | 71 |
|
|
2023
Q4 | $1.07M | Sell |
10,423
-60
| -0.6% | -$5.78K | 0.28% | 80 |
|
|
2023
Q3 | $985K | Sell |
10,483
-674
| -6% | -$66.1K | 0.29% | 76 |
|
|
2023
Q2 | $1.09M | Sell |
11,157
-688
| -6% | -$65.4K | 0.33% | 64 |
|
|
2023
Q1 | $1.13M | Sell |
11,845
-2,560
| -18% | -$247K | 0.38% | 54 |
|
|
2022
Q4 | $1.37M | Sell |
14,405
-24
| -0.2% | -$2.25K | 0.49% | 43 |
|
|
2022
Q3 | $1.23M | Sell |
14,429
-644
| -4% | -$61.1K | 0.48% | 46 |
|
|
2022
Q2 | $1.38M | Sell |
15,073
-54,600
| -78% | -$5.4M | 0.52% | 43 |
|
|
2022
Q1 | $7.28M | Sell |
69,673
-39,813
| -36% | -$4.06M | 2.37% | 10 |
|
|
2021
Q4 | $11.6M | Buy |
109,486
+16,162
| +17% | +$1.65M | 3.78% | 5 |
|
|
2021
Q3 | $8.97M | Buy |
93,324
+698
| +0.8% | +$68.8K | 2.65% | 6 |
|
|
2021
Q2 | $8.96M | Buy |
92,626
+7,086
| +8% | +$679K | 2.65% | 6 |
|
|
2021
Q1 | $7.81M | Sell |
85,540
-552
| -0.6% | -$48.3K | 2.67% | 7 |
|
|
2020
Q4 | $7.2M | Buy |
86,092
+818
| +1% | +$65.2K | 2.58% | 9 |
|
|
2020
Q3 | $6.31M | Buy |
85,274
+2,847
| +3% | +$210K | 2.59% | 8 |
|
|
2020
Q2 | $5.72M | Sell |
82,427
-16,346
| -17% | -$1.09M | 3.13% | 7 |
|
|
2020
Q1 | $5.79M | Buy |
98,773
+34,849
| +55% | +$2.56M | 4.01% | 6 |
|
|
2019
Q4 | $5.09M | Buy |
63,924
+16,611
| +35% | +$1.28M | 2.51% | 7 |
|
|
2019
Q3 | $3.59M | Buy |
47,313
+1,802
| +4% | +$135K | 2.13% | 10 |
|
|
2019
Q2 | $3.41M | Buy |
45,511
+4,057
| +10% | +$299K | 2.1% | 8 |
|
|
2019
Q1 | $3.03M | Buy |
41,454
+2,240
| +6% | +$158K | 2.01% | 10 |
|
|
2018
Q4 | $2.54M | Buy |
39,214
+15,782
| +67% | +$1.1M | 1.97% | 10 |
|
|
2018
Q3 | $1.75M | Buy |
23,432
+8,528
| +57% | +$629K | 1.22% | 26 |
|
|
2018
Q2 | $1.06M | Buy |
14,904
+711
| +5% | +$50.2K | 0.94% | 29 |
|
|
2018
Q1 | $989K | Buy |
14,193
+1,850
| +15% | +$132K | 0.84% | 38 |
|
|
2017
Q4 | $897K | Buy |
+12,343
| New | +$857K | 0.84% | 38 |
|
Other funds holding JPUS
LexAurum Advisors's JPUS Position: Q3 2026 in Review
LexAurum Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.14% in Q3 2026, selling an estimated $1.7K and leaving 8,699 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #129.
LexAurum Advisors first reported a position in JPUS in Q4 2017 and has held it in 35 quarters since. The position peaked at $11.6M in Q4 2021. 45 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.
- LexAurum Advisors held 8,699 shares of JPMorgan Diversified Return US Equity ETF worth $1.18M as of Q3 2026.
- LexAurum Advisors sold 12 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $1.7K.
- JPMorgan Diversified Return US Equity ETF made up 0.13% of LexAurum Advisors's portfolio in Q3 2026, its #129 holding.
- LexAurum Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 35 quarters since.
- LexAurum Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $11.6M in Q4 2021.
- 45 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.
Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.