LA
JPUS

LexAurum Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

LexAurum Advisors’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 		$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

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LexAurum Advisors's JPUS Position: Q2 2026 in Review

LexAurum Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 2% in Q2 2026, selling an estimated $24.9K and leaving 8,711 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #128.

LexAurum Advisors first reported a position in JPUS in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.6M in Q4 2021. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • LexAurum Advisors held 8,711 shares of JPMorgan Diversified Return US Equity ETF worth $1.22M as of Q2 2026.
  • LexAurum Advisors sold 182 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $24.9K.
  • JPMorgan Diversified Return US Equity ETF made up 0.14% of LexAurum Advisors's portfolio in Q2 2026, its #128 holding.
  • LexAurum Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 34 quarters since.
  • LexAurum Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $11.6M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.