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 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 $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

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

MN Wealth Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 2.3% in Q1 2026, selling an estimated $47.5K and leaving 15,534 shares worth $2.02M. The position accounts for 0.98% of the portfolio, ranked #22.

MN Wealth Advisors first reported a position in JPUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.34M in Q3 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

MN Wealth Advisors held 15,534 shares of JPMorgan Diversified Return US Equity ETF worth $2.02M as of Q1 2026.
MN Wealth Advisors sold 362 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $47.5K.
JPMorgan Diversified Return US Equity ETF made up 0.98% of MN Wealth Advisors's portfolio in Q1 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 10 quarters since.
MN Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.34M in Q3 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on MN Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.