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

NewEdge 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	$1.23M	Sell	9,429 -1,418	-13%	-$186K	﹤0.01%	1380
2025 Q4	$1.34M	Buy	10,847 +4,615	+74%	+$570K	﹤0.01%	1305
2025 Q3	$772K	Sell	6,232 -628	-9%	-$76.1K	﹤0.01%	1557
2025 Q2	$811K	Sell	6,860 -126	-2%	-$14.3K	﹤0.01%	1407
2025 Q1	$805K	Sell	6,986 -1,817	-21%	-$211K	﹤0.01%	1308
2024 Q4	$1M	Buy	8,803 +6,644	+308%	+$793K	0.01%	1161
2024 Q3	$258K	Buy	2,159 +2,075	+2,470%	+$237K	﹤0.01%	1892
2024 Q2	$9.17K	Hold	84	–	–	﹤0.01%	2883
2024 Q1	$9.41K	Buy	+84	New	+$8.87K	﹤0.01%	2909

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 $2.53B AUM 17.43% 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

NewEdge Advisors's JPUS Position: Q1 2026 in Review

NewEdge Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 13% in Q1 2026, selling an estimated $186K and leaving 9,429 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

NewEdge Advisors first reported a position in JPUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

NewEdge Advisors held 9,429 shares of JPMorgan Diversified Return US Equity ETF worth $1.23M as of Q1 2026.
NewEdge Advisors sold 1,418 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $186K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1380 holding.
NewEdge Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $1.34M in Q4 2025.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.