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 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 $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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

Medallion Wealth Advisors's JPUS Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 1,100 shares worth $143K. The position accounts for 0.05% of the portfolio, ranked #297.

Medallion Wealth Advisors first reported a position in JPUS in Q1 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Medallion Wealth Advisors held 1,100 shares of JPMorgan Diversified Return US Equity ETF worth $143K as of Q1 2026.
Medallion Wealth Advisors left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #297 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2025 and has held it in 5 quarters since.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.