LPL Financial’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
Q1 | $9.62M | Buy |
73,878
+4,573
| +7% | +$600K | ﹤0.01% | 2030 |
|
|
2025
Q4 | $8.59M | Buy |
69,305
+5,577
| +9% | +$689K | ﹤0.01% | 2064 |
|
|
2025
Q3 | $7.9M | Buy |
63,728
+6,326
| +11% | +$767K | ﹤0.01% | 2090 |
|
|
2025
Q2 | $6.78M | Buy |
57,402
+22,857
| +66% | +$2.6M | ﹤0.01% | 2058 |
|
|
2025
Q1 | $3.98M | Buy |
34,545
+12,084
| +54% | +$1.4M | ﹤0.01% | 2346 |
|
|
2024
Q4 | $2.56M | Sell |
22,461
-7,268
| -24% | -$868K | ﹤0.01% | 2644 |
|
|
2024
Q3 | $3.56M | Buy |
29,729
+10,616
| +56% | +$1.21M | ﹤0.01% | 2240 |
|
|
2024
Q2 | $2.09M | Sell |
19,113
-3,750
| -16% | -$409K | ﹤0.01% | 2559 |
|
|
2024
Q1 | $2.56M | Buy |
22,863
+159
| +0.7% | +$16.8K | ﹤0.01% | 2322 |
|
|
2023
Q4 | $2.33M | Sell |
22,704
-18,862
| -45% | -$1.82M | ﹤0.01% | 2289 |
|
|
2023
Q3 | $3.9M | Sell |
41,566
-4,447
| -10% | -$436K | ﹤0.01% | 1741 |
|
|
2023
Q2 | $4.5M | Sell |
46,013
-125,907
| -73% | -$12M | ﹤0.01% | 1620 |
|
|
2023
Q1 | $16.4M | Buy |
171,920
+9,741
| +6% | +$940K | 0.01% | 846 |
|
|
2022
Q4 | $15.4M | Sell |
162,179
-2,333
| -1% | -$219K | 0.01% | 830 |
|
|
2022
Q3 | $14.1M | Buy |
164,512
+4,459
| +3% | +$423K | 0.01% | 796 |
|
|
2022
Q2 | $14.6M | Buy |
160,053
+2,255
| +1% | +$223K | 0.01% | 773 |
|
|
2022
Q1 | $16.5M | Buy |
157,798
+11,618
| +8% | +$1.19M | 0.01% | 752 |
|
|
2021
Q4 | $15.5M | Buy |
146,180
+18,683
| +15% | +$1.91M | 0.01% | 783 |
|
|
2021
Q3 | $12.3M | Buy |
127,497
+3,972
| +3% | +$392K | 0.01% | 847 |
|
|
2021
Q2 | $11.9M | Buy |
123,525
+3,195
| +3% | +$306K | 0.01% | 816 |
|
|
2021
Q1 | $11M | Sell |
120,330
-1,853
| -2% | -$162K | 0.01% | 788 |
|
|
2020
Q4 | $10.2M | Buy |
122,183
+1,332
| +1% | +$106K | 0.01% | 734 |
|
|
2020
Q3 | $8.94M | Buy |
120,851
+1,266
| +1% | +$93.2K | 0.01% | 694 |
|
|
2020
Q2 | $8.3M | Sell |
119,585
-3,843
| -3% | -$256K | 0.01% | 659 |
|
|
2020
Q1 | $7.24M | Sell |
123,428
-4,779
| -4% | -$350K | 0.02% | 615 |
|
|
2019
Q4 | $10.2M | Sell |
128,207
-122
| -0.1% | -$9.42K | 0.02% | 572 |
|
|
2019
Q3 | $9.74M | Sell |
128,329
-773
| -0.6% | -$58.1K | 0.02% | 541 |
|
|
2019
Q2 | $9.66M | Sell |
129,102
-6,315
| -5% | -$466K | 0.02% | 526 |
|
|
2019
Q1 | $9.91M | Buy |
135,417
+105,509
| +353% | +$7.46M | 0.02% | 502 |
|
|
2018
Q4 | $1.94M | Sell |
29,908
-10,088
| -25% | -$704K | 0.01% | 1093 |
|
|
2018
Q3 | $2.98M | Sell |
39,996
-35
| -0.1% | -$2.58K | 0.01% | 957 |
|
|
2018
Q2 | $2.84M | Sell |
40,031
-9,925
| -20% | -$701K | 0.01% | 944 |
|
|
2018
Q1 | $3.48M | Buy |
49,956
+26,556
| +113% | +$1.89M | 0.01% | 855 |
|
|
2017
Q4 | $1.65M | Buy |
23,400
+9,524
| +69% | +$661K | 0.01% | 1191 |
|
|
2017
Q3 | $934K | Buy |
13,876
+2,308
| +20% | +$152K | ﹤0.01% | 1491 |
|
|
2017
Q2 | $756K | Buy |
11,568
+904
| +8% | +$58.1K | ﹤0.01% | 1576 |
|
|
2017
Q1 | $671K | Buy |
10,664
+1,477
| +16% | +$91.2K | ﹤0.01% | 1549 |
|
|
2016
Q4 | $547K | Buy |
+9,187
| New | +$536K | ﹤0.01% | 1682 |
|
Other funds holding JPUS
MWM
DJSG
HAG
SCM
LPL Financial's JPUS Position: Q1 2026 in Review
LPL Financial increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 6.6% in Q1 2026, buying an estimated $600K and bringing the position to 73,878 shares worth $9.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2030.
LPL Financial first reported a position in JPUS in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.5M in Q1 2022. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.
- LPL Financial held 73,878 shares of JPMorgan Diversified Return US Equity ETF worth $9.62M as of Q1 2026.
- LPL Financial bought 4,573 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $600K.
- JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2030 holding.
- LPL Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2016 and has held it in 38 quarters since.
- LPL Financial's JPMorgan Diversified Return US Equity ETF position peaked at $16.5M in Q1 2022.
- 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.