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

Northwestern Mutual 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 Q1	$123K	Hold	948	–	–	﹤0.01%	2097
2025 Q4	$118K	Hold	948	–	–	﹤0.01%	2073
2025 Q3	$117K	Hold	948	–	–	﹤0.01%	1988
2025 Q2	$112K	Buy	948 +502	+113%	+$57.2K	﹤0.01%	1965
2025 Q1	$51.4K	Sell	446 -50	-10%	-$5.81K	﹤0.01%	2168
2024 Q4	$56.6K	Sell	496 -2,231	-82%	-$266K	﹤0.01%	2140
2024 Q3	$326K	Buy	2,727 +2,188	+406%	+$250K	﹤0.01%	1459
2024 Q2	$58.8K	Sell	539 -64	-11%	-$6.99K	﹤0.01%	2033
2024 Q1	$67.6K	Buy	603 +10	+2%	+$1.05K	﹤0.01%	1962
2023 Q4	$60.9K	Sell	593 -191	-24%	-$18.4K	﹤0.01%	1975
2023 Q3	$73.6K	Hold	784	–	–	﹤0.01%	1831
2023 Q2	$76.7K	Sell	784 -4	-0.5%	-$380	﹤0.01%	1834
2023 Q1	$75.3K	Sell	788 -65	-8%	-$6.27K	﹤0.01%	1793
2022 Q4	$80.8K	Buy	853 +187	+28%	+$17.6K	﹤0.01%	1745
2022 Q3	$57K	Buy	666 +238	+56%	+$22.6K	﹤0.01%	1856
2022 Q2	$39K	Sell	428 -33	-7%	-$3.27K	﹤0.01%	1999
2022 Q1	$48K	Buy	461 +106	+30%	+$10.8K	﹤0.01%	1967
2021 Q4	$37K	Hold	355	–	–	﹤0.01%	2098
2021 Q3	$34K	Hold	355	–	–	﹤0.01%	2030
2021 Q2	$35K	Hold	355	–	–	﹤0.01%	1971
2021 Q1	$32K	Hold	355	–	–	﹤0.01%	1883
2020 Q4	$30K	Sell	355 -332	-48%	-$26.5K	﹤0.01%	1814
2020 Q3	$51K	Hold	687	–	–	﹤0.01%	1499
2020 Q2	$48K	Sell	687 -289	-30%	-$19.2K	﹤0.01%	1454
2020 Q1	$57K	Sell	976 -1,795	-65%	-$132K	﹤0.01%	1333
2019 Q4	$221K	Hold	2,771	–	–	﹤0.01%	915
2019 Q3	$210K	Buy	2,771 +1,209	+77%	+$90.8K	﹤0.01%	878
2019 Q2	$117K	Buy	1,562 +679	+77%	+$50.1K	﹤0.01%	1062
2019 Q1	$64K	Buy	883 +813	+1,161%	+$57.5K	﹤0.01%	1246
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	2040
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	2104
2018 Q2	$5K	Buy	+70	New	+$4.95K	﹤0.01%	2015

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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 $2.84B 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPUS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 948 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Northwestern Mutual Wealth Management first reported a position in JPUS in Q2 2018 and has held it in 32 quarters since. The position peaked at $326K in Q3 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Northwestern Mutual Wealth Management held 948 shares of JPMorgan Diversified Return US Equity ETF worth $123K as of Q1 2026.
Northwestern Mutual Wealth Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2097 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2018 and has held it in 32 quarters since.
Northwestern Mutual Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $326K in Q3 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.