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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return