NWAM LLC’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

NWAM LLC’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 Q4	–	Sell	-3,629	Closed	-$448K	–	661
2025 Q3	$448K	Sell	3,629 -19	-0.5%	-$2.3K	0.02%	435
2025 Q2	$432K	Sell	3,648 -217	-6%	-$24.7K	0.03%	425
2025 Q1	$445K	Hold	3,865	–	–	0.04%	341
2024 Q4	$441K	Hold	3,865	–	–	0.03%	399
2024 Q3	$463K	Buy	+3,865	New	+$442K	0.03%	399
2024 Q2	–	Sell	-3,865	Closed	-$423K	–	375
2024 Q1	$423K	Hold	3,865	–	–	0.03%	366
2023 Q4	$397K	Sell	3,865 -560	-13%	-$53.9K	0.03%	378
2023 Q3	$416K	Buy	4,425 +559	+14%	+$54.8K	0.04%	332
2023 Q2	$378K	Hold	3,866	–	–	0.03%	375
2023 Q1	$370K	Hold	3,866	–	–	0.04%	327
2022 Q4	$366K	Hold	3,866	–	–	0.03%	375
2022 Q3	$331K	Buy	+3,866	New	+$367K	0.03%	365

Other funds holding JPUS

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

NWAM LLC's JPUS Position: Q4 2025 in Review

NWAM LLC sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2025, closing a stake of 3,629 shares — an estimated $448K sold.

NWAM LLC first reported a position in JPUS in Q3 2022 and held it in 12 quarters. The position peaked at $463K in Q3 2024. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

NWAM LLC reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2025 after selling out during the quarter.
NWAM LLC sold 3,629 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $448K.
NWAM LLC first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and held it in 12 quarters.
NWAM LLC's JPMorgan Diversified Return US Equity ETF position peaked at $463K in Q3 2024.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.