O'Shaughnessy Asset Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

O'Shaughnessy 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
2026 Q2	$146K	Sell	1,042 -363	-26%	-$49.6K	﹤0.01%	2096
2026 Q1	$183K	Buy	1,405 +363	+35%	+$47.6K	﹤0.01%	2019
2025 Q4	$129K	Hold	1,042	–	–	﹤0.01%	2079
2025 Q3	$129K	Hold	1,042	–	–	﹤0.01%	2048
2025 Q2	$123K	Hold	1,042	–	–	﹤0.01%	1919
2025 Q1	$120K	Hold	1,042	–	–	﹤0.01%	1868
2024 Q4	$119K	Hold	1,042	–	–	﹤0.01%	1838
2024 Q3	$126K	Hold	1,042	–	–	﹤0.01%	1769
2024 Q2	$114K	Hold	1,042	–	–	﹤0.01%	1627
2024 Q1	$117K	Hold	1,042	–	–	﹤0.01%	1582
2023 Q4	$107K	Hold	1,042	–	–	﹤0.01%	1488
2023 Q3	$97.9K	Hold	1,042	–	–	﹤0.01%	1388
2023 Q2	$102K	Hold	1,042	–	–	﹤0.01%	1290
2023 Q1	$99.6K	Buy	1,042 +217	+26%	+$20.9K	﹤0.01%	1288
2022 Q4	$78.2K	Buy	+825	New	+$77.5K	﹤0.01%	1220
2021 Q4	–	Sell	-1,422	Closed	-$137K	–	1864
2021 Q3	$137K	Buy	1,422 +825	+138%	+$81.3K	﹤0.01%	1222
2021 Q2	$58K	Buy	+597	New	+$57.2K	﹤0.01%	1524

Other funds holding JPUS

MWM

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

O'Shaughnessy Asset Management's JPUS Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 26% in Q2 2026, selling an estimated $49.6K and leaving 1,042 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

O'Shaughnessy Asset Management first reported a position in JPUS in Q2 2021 and has held it in 17 quarters since. The position peaked at $183K in Q1 2026. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

O'Shaughnessy Asset Management held 1,042 shares of JPMorgan Diversified Return US Equity ETF worth $146K as of Q2 2026.
O'Shaughnessy Asset Management sold 363 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $49.6K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2096 holding.
O'Shaughnessy Asset Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and has held it in 17 quarters since.
O'Shaughnessy Asset Management's JPMorgan Diversified Return US Equity ETF position peaked at $183K in Q1 2026.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.