Modera Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Modera Wealth Management’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	$33.5M	Sell	238,963 -8,009	-3%	-$1.09M	0.36%	56
2026 Q1	$32.2M	Sell	246,972 -17,590	-7%	-$2.31M	0.39%	55
2025 Q4	$32.8M	Sell	264,562 -7,840	-3%	-$969K	0.38%	56
2025 Q3	$33.8M	Sell	272,402 -4,506	-2%	-$546K	0.39%	55
2025 Q2	$32.7M	Sell	276,908 -19,929	-7%	-$2.27M	0.41%	55
2025 Q1	$34.2M	Sell	296,837 -10,831	-4%	-$1.26M	0.46%	51
2024 Q4	$35.1M	Sell	307,668 -12,441	-4%	-$1.49M	0.42%	52
2024 Q3	$38.3M	Sell	320,109 -9,106	-3%	-$1.04M	0.49%	48
2024 Q2	$35.9M	Sell	329,215 -8,743	-3%	-$955K	0.53%	49
2024 Q1	$37.9M	Sell	337,958 -8,400	-2%	-$886K	0.58%	45
2023 Q4	$35.6M	Sell	346,358 -6,415	-2%	-$618K	0.59%	47
2023 Q3	$33.1M	Sell	352,773 -12,095	-3%	-$1.19M	0.62%	45
2023 Q2	$35.7M	Sell	364,868 -13,041	-3%	-$1.24M	0.65%	42
2023 Q1	$36.1M	Sell	377,909 -31,636	-8%	-$3.05M	1.4%	20
2022 Q4	$38.8M	Sell	409,545 -92,927	-18%	-$8.73M	1.58%	18
2022 Q3	$43M	Sell	502,472 -47,213	-9%	-$4.48M	2.18%	14
2022 Q2	$50.3M	Sell	549,685 -285,732	-34%	-$28.3M	2.4%	12
2022 Q1	$87.3M	Sell	835,417 -746,229	-47%	-$76.2M	3.86%	5
2021 Q4	$168M	Buy	1,581,646 +3,845	+0.2%	+$392K	6.4%	2
2021 Q3	$152M	Buy	1,577,801 +48,362	+3%	+$4.77M	7.79%	2
2021 Q2	$148M	Sell	1,529,439 -27,551	-2%	-$2.64M	7.98%	2
2021 Q1	$142M	Sell	1,556,990 -64,342	-4%	-$5.63M	9.24%	1
2020 Q4	$136M	Buy	1,621,332 +22,953	+1%	+$1.83M	10.76%	1
2020 Q3	$118M	Buy	1,598,379 +23,683	+2%	+$1.74M	17.53%	1
2020 Q2	$109M	Buy	1,574,696 +148,434	+10%	+$9.88M	17.44%	1
2020 Q1	$83.6M	Buy	1,426,262 +564,801	+66%	+$41.4M	17.54%	1
2019 Q4	$68.6M	Buy	861,461 +92,482	+12%	+$7.14M	10.72%	2
2019 Q3	$58.4M	Buy	768,979 +766,100	+26,610%	+$57.6M	9.7%	2
2019 Q2	$215K	Buy	+2,879	New	+$212K	0.04%	133

Other funds holding JPUS

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Modera Wealth Management's JPUS Position: Q2 2026 in Review

Modera Wealth Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.2% in Q2 2026, selling an estimated $1.09M and leaving 238,963 shares worth $33.5M. The position accounts for 0.36% of the portfolio, ranked #56.

Modera Wealth Management first reported a position in JPUS in Q2 2019 and has held it in 29 quarters since. The position peaked at $168M in Q4 2021. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Modera Wealth Management held 238,963 shares of JPMorgan Diversified Return US Equity ETF worth $33.5M as of Q2 2026.
Modera Wealth Management sold 8,009 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $1.09M.
JPMorgan Diversified Return US Equity ETF made up 0.36% of Modera Wealth Management's portfolio in Q2 2026, its #56 holding.
Modera Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2019 and has held it in 29 quarters since.
Modera Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $168M in Q4 2021.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.