MWA
JPUS

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

Medallion Wealth 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 		$235K Buy
2,537
+1,437
+131% +$196K 0.07% 218
2026
Q1 		$143K Hold
1,100
– – 0.05% 297
2025
Q4 		$136K Hold
1,100
– – 0.05% 300
2025
Q3 		$136K Hold
1,100
– – 0.05% 292
2025
Q2 		$131K Hold
1,100
– – 0.05% 302
2025
Q1 		$127K Buy
+1,100
New +$128K 0.06% 269

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

Medallion Wealth Advisors's JPUS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 131% in Q2 2026, buying an estimated $196K and bringing the position to 2,537 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #218.

Medallion Wealth Advisors first reported a position in JPUS in Q1 2025 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Medallion Wealth Advisors held 2,537 shares of JPMorgan Diversified Return US Equity ETF worth $235K as of Q2 2026.
  • Medallion Wealth Advisors bought 1,437 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $196K.
  • JPMorgan Diversified Return US Equity ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.