PG
JPUS

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

Patten 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
2026
Q2 		$832K Sell
5,936
-1,320
-18% -$180K 0.13% 173
2026
Q1 		$945K Buy
7,256
+2,391
+49% +$314K 0.16% 146
2025
Q4 		$603K Sell
4,865
-662
-12% -$81.8K 0.11% 174
2025
Q3 		$685K Buy
5,527
+649
+13% +$78.7K 0.13% 157
2025
Q2 		$577K Buy
4,878
+1,114
+30% +$127K 0.12% 161
2025
Q1 		$434K Hold
3,764
– – 0.1% 187
2024
Q4 		$430K Buy
3,764
+580
+18% +$69.3K 0.1% 190
2024
Q3 		$381K Sell
3,184
-190
-6% -$21.7K 0.08% 203
2024
Q2 		$368K Buy
3,374
+30
+0.9% +$3.28K 0.09% 198
2024
Q1 		$375K Sell
3,344
-11,509
-77% -$1.21M 0.09% 196
2023
Q4 		$1.53M Buy
14,853
+1,858
+14% +$179K 0.41% 69
2023
Q3 		$1.22M Buy
12,995
+1,251
+11% +$123K 0.36% 80
2023
Q2 		$1.15M Buy
11,744
+3,686
+46% +$350K 0.17% 91
2023
Q1 		$770K Sell
8,058
-2,878
-26% -$278K 0.23% 128
2022
Q4 		$1.04M Buy
10,936
+4,381
+67% +$411K 0.33% 95
2022
Q3 		$570K Buy
+6,555
New +$622K 0.2% 137

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

Patten Group's JPUS Position: Q2 2026 in Review

Patten Group reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 18% in Q2 2026, selling an estimated $180K and leaving 5,936 shares worth $832K. The position accounts for 0.13% of the portfolio, ranked #173.

Patten Group first reported a position in JPUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q4 2023. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Patten Group held 5,936 shares of JPMorgan Diversified Return US Equity ETF worth $832K as of Q2 2026.
  • Patten Group sold 1,320 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $180K.
  • JPMorgan Diversified Return US Equity ETF made up 0.13% of Patten Group's portfolio in Q2 2026, its #173 holding.
  • Patten Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Patten Group's JPMorgan Diversified Return US Equity ETF position peaked at $1.53M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.