North Star Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

North Star Asset 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
2025 Q2	–	Sell	-2,000	Closed	-$230K	–	344
2025 Q1	$230K	Sell	2,000 -350	-15%	-$40.7K	0.01%	286
2024 Q4	$268K	Hold	2,350	–	–	0.01%	272
2024 Q3	$281K	Hold	2,350	–	–	0.01%	269
2024 Q2	$257K	Hold	2,350	–	–	0.01%	269
2024 Q1	$263K	Hold	2,350	–	–	0.01%	272
2023 Q4	$241K	Hold	2,350	–	–	0.01%	270
2023 Q3	$221K	Hold	2,350	–	–	0.01%	274
2023 Q2	$230K	Sell	2,350 -450	-16%	-$42.8K	0.01%	269
2023 Q1	$268K	Sell	2,800 -413	-13%	-$39.8K	0.02%	261
2022 Q4	$305K	Hold	3,213	–	–	0.02%	248
2022 Q3	$275K	Hold	3,213	–	–	0.02%	247
2022 Q2	$294K	Hold	3,213	–	–	0.02%	240
2022 Q1	$336K	Hold	3,213	–	–	0.02%	244
2021 Q4	$341K	Hold	3,213	–	–	0.02%	246
2021 Q3	$309K	Hold	3,213	–	–	0.02%	244
2021 Q2	$311K	Buy	+3,213	New	+$308K	0.02%	247

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

North Star Asset Management's JPUS Position: Q2 2025 in Review

North Star Asset Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 2,000 shares — an estimated $230K sold.

North Star Asset Management first reported a position in JPUS in Q2 2021 and held it in 16 quarters. The position peaked at $341K in Q4 2021. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

North Star Asset Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
North Star Asset Management sold 2,000 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $230K.
North Star Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and held it in 16 quarters.
North Star Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $341K in Q4 2021.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on North Star Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.