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JPUS

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
Q2 		$1.54M Buy
10,949
+1,520
+16% +$208K ﹤0.01% 1368
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 $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

NewEdge Advisors's JPUS Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 16% in Q2 2026, buying an estimated $208K and bringing the position to 10,949 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

NewEdge Advisors first reported a position in JPUS in Q1 2024 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • NewEdge Advisors held 10,949 shares of JPMorgan Diversified Return US Equity ETF worth $1.54M as of Q2 2026.
  • NewEdge Advisors bought 1,520 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $208K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1368 holding.
  • NewEdge Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.