MN Wealth Advisors
JPUS icon

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
Q3 		$2.1M Sell
15,444
-85
-0.5% -$12.1K 0.85% 22
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

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MN Wealth Advisors's JPUS Position: Q3 2026 in Review

MN Wealth Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.55% in Q3 2026, selling an estimated $12.1K and leaving 15,444 shares worth $2.1M. The position accounts for 0.85% of the portfolio, ranked #22.

MN Wealth Advisors first reported a position in JPUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.34M in Q3 2024. 45 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

  • MN Wealth Advisors held 15,444 shares of JPMorgan Diversified Return US Equity ETF worth $2.1M as of Q3 2026.
  • MN Wealth Advisors sold 85 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $12.1K.
  • JPMorgan Diversified Return US Equity ETF made up 0.85% of MN Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • MN Wealth Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $2.34M in Q3 2024.
  • 45 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.