MWA
JPUS

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

MN 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 		$2.18M Sell
15,529
-5
-0% -$683 0.93% 22
2026
Q1 		$2.02M Sell
15,534
-362
-2% -$47.5K 0.98% 22
2025
Q4 		$1.97M Sell
15,896
-330
-2% -$40.8K 0.99% 21
2025
Q3 		$2.01M Sell
16,226
-526
-3% -$63.8K 1.07% 19
2025
Q2 		$1.98M Sell
16,752
-2,347
-12% -$267K 1.15% 18
2025
Q1 		$2.2M Sell
19,099
-438
-2% -$50.9K 1.29% 20
2024
Q4 		$2.23M Sell
19,537
-32
-0.2% -$3.82K 1.25% 19
2024
Q3 		$2.34M Sell
19,569
-977
-5% -$112K 1.33% 17
2024
Q2 		$2.24M Sell
20,546
-31
-0.2% -$3.38K 1.3% 19
2024
Q1 		$2.3M Sell
20,577
-118
-0.6% -$12.5K 1.43% 17
2023
Q4 		$2.13M Buy
+20,695
New +$1.99M 1.46% 13

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

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

MN Wealth Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.03% in Q2 2026, selling an estimated $683 and leaving 15,529 shares worth $2.18M. The position accounts for 0.93% of the portfolio, ranked #22.

MN Wealth Advisors first reported a position in JPUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q3 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • MN Wealth Advisors held 15,529 shares of JPMorgan Diversified Return US Equity ETF worth $2.18M as of Q2 2026.
  • MN Wealth Advisors sold 5 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $683.
  • JPMorgan Diversified Return US Equity ETF made up 0.93% of MN Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • MN Wealth Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.34M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.