MT
JPUS

Midwest Trust’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Midwest Trust’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 		$229K Sell
1,630
-417
-20% -$57K ﹤0.01% 580
2026
Q1 		$267K Buy
+2,047
New +$269K ﹤0.01% 531

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

Midwest Trust's JPUS Position: Q2 2026 in Review

Midwest Trust reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 20% in Q2 2026, selling an estimated $57K and leaving 1,630 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Midwest Trust first reported a position in JPUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Midwest Trust held 1,630 shares of JPMorgan Diversified Return US Equity ETF worth $229K as of Q2 2026.
  • Midwest Trust sold 417 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $57K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #580 holding.
  • Midwest Trust first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Midwest Trust's JPMorgan Diversified Return US Equity ETF position peaked at $267K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.