PAG
JPUS

Paladin Advisory Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Paladin Advisory Group’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
Q3 		– Sell
-47
Closed -$5.55K – 250
2025
Q2 		$5.55K Buy
+47
New +$5.35K ﹤0.01% 210

Other funds holding JPUS

Bank of America
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paladin Advisory Group's JPUS Position: Q3 2025 in Review

Paladin Advisory Group sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2025, closing a stake of 47 shares — an estimated $5.55K sold.

Paladin Advisory Group first reported a position in JPUS in Q2 2025 and held it in 1 quarter. The position peaked at $5.55K in Q2 2025. 84 funds tracked by Wall St. Rank hold JPUS as of Q3 2025.

  • Paladin Advisory Group reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 47 JPMorgan Diversified Return US Equity ETF shares in Q3 2025, an estimated $5.55K.
  • Paladin Advisory Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2025 and held it in 1 quarter.
  • Paladin Advisory Group's JPMorgan Diversified Return US Equity ETF position peaked at $5.55K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.