Osaic Holdings
JPUS

Osaic Holdings’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Osaic Holdings’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 		$3.92M Sell
27,944
-4,395
-14% -$600K ﹤0.01% 1729
2026
Q1 		$4.21M Buy
32,339
+1,798
+6% +$236K 0.01% 1468
2025
Q4 		$3.79M Buy
30,541
+3,020
+11% +$373K 0.01% 1591
2025
Q3 		$3.38M Buy
27,521
+9,844
+56% +$1.19M ﹤0.01% 1769
2025
Q2 		$2.09M Buy
17,677
+1,872
+12% +$213K ﹤0.01% 1871
2025
Q1 		$1.82M Buy
15,805
+7,625
+93% +$886K ﹤0.01% 1738
2024
Q4 		$934K Sell
8,180
-4
-0% -$478 ﹤0.01% 2249
2024
Q3 		$980K Sell
8,184
-3,632
-31% -$415K ﹤0.01% 2263
2024
Q2 		$1.29M Sell
11,816
-1,859
-14% -$203K ﹤0.01% 1989
2024
Q1 		$1.53M Buy
13,675
+377
+3% +$39.8K ﹤0.01% 1907
2023
Q4 		$1.37M Buy
13,298
+267
+2% +$25.7K ﹤0.01% 2206
2023
Q3 		$1.22M Buy
13,031
+2,006
+18% +$197K ﹤0.01% 2451
2023
Q2 		$1.08M Buy
11,025
+1,466
+15% +$139K ﹤0.01% 2449
2023
Q1 		$914K Sell
9,559
-2,732
-22% -$264K ﹤0.01% 2564
2022
Q4 		$1.17M Sell
12,291
-2,358
-16% -$221K ﹤0.01% 2235
2022
Q3 		$1.25M Sell
14,649
-1,068
-7% -$101K ﹤0.01% 2004
2022
Q2 		$1.44M Buy
15,717
+2,740
+21% +$271K ﹤0.01% 1934
2022
Q1 		$1.35M Sell
12,977
-23
-0.2% -$2.35K ﹤0.01% 2288
2021
Q4 		$1.38M Sell
13,000
-381
-3% -$38.9K ﹤0.01% 2103
2021
Q3 		$1.28M Sell
13,381
-153
-1% -$15.1K ﹤0.01% 2110
2021
Q2 		$1.31M Sell
13,534
-231
-2% -$22.1K ﹤0.01% 2099
2021
Q1 		$1.26M Buy
13,765
+817
+6% +$71.5K ﹤0.01% 2021
2020
Q4 		$1.08M Sell
12,948
-179
-1% -$14.3K ﹤0.01% 1951
2020
Q3 		$971K Sell
13,127
-4,859
-27% -$358K ﹤0.01% 1855
2020
Q2 		$1.25M Sell
17,986
-4,709
-21% -$313K ﹤0.01% 1588
2020
Q1 		$1.33M Buy
+22,695
New +$1.66M 0.01% 1319

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

Osaic Holdings's JPUS Position: Q2 2026 in Review

Osaic Holdings reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 14% in Q2 2026, selling an estimated $600K and leaving 27,944 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Osaic Holdings first reported a position in JPUS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.21M in Q1 2026. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Osaic Holdings held 27,944 shares of JPMorgan Diversified Return US Equity ETF worth $3.92M as of Q2 2026.
  • Osaic Holdings sold 4,395 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $600K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1729 holding.
  • Osaic Holdings first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's JPMorgan Diversified Return US Equity ETF position peaked at $4.21M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.