PA
JPUS

Planning Alternatives’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Planning Alternatives’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 		$1.11M Sell
7,922
-601
-7% -$82.1K 0.12% 43
2026
Q1 		$1.11M Sell
8,523
-3,556
-29% -$466K 0.14% 42
2025
Q4 		$1.5M Sell
12,079
-2,923
-19% -$361K 0.19% 28
2025
Q3 		$1.86M Sell
15,002
-6,692
-31% -$811K 0.24% 22
2025
Q2 		$2.56M Sell
21,694
-214,424
-91% -$24.4M 0.36% 19
2025
Q1 		$27.2M Sell
236,118
-290,081
-55% -$33.7M 4.17% 7
2024
Q4 		$60M Buy
526,199
+9,326
+2% +$1.11M 9.23% 4
2024
Q3 		$61.9M Buy
516,873
+127
+0% +$14.5K 9.42% 4
2024
Q2 		$56.4M Buy
516,746
+493
+0.1% +$53.8K 9.14% 4
2024
Q1 		$57.8M Sell
516,253
-2,152
-0.4% -$227K 9.5% 4
2023
Q4 		$53.3M Buy
518,405
+4,757
+0.9% +$458K 9.33% 4
2023
Q3 		$48.2M Sell
513,648
-4,175
-0.8% -$409K 9.35% 4
2023
Q2 		$50.6M Buy
517,823
+4,431
+0.9% +$421K 9.31% 4
2023
Q1 		$49.1M Buy
513,392
+1,903
+0.4% +$184K 9.55% 4
2022
Q4 		$48.5M Sell
511,489
-20,254
-4% -$1.9M 8.83% 5
2022
Q3 		$45.5M Sell
531,743
-398
-0.1% -$37.8K 9.47% 4
2022
Q2 		$48.7M Buy
532,141
+3,750
+0.7% +$371K 9.17% 4
2022
Q1 		$55.2M Buy
528,391
+2,395
+0.5% +$244K 8.82% 4
2021
Q4 		$55.8M Sell
525,996
-4,259
-0.8% -$435K 8.6% 4
2021
Q3 		$51M Sell
530,255
-45
-0% -$4.44K 8.4% 4
2021
Q2 		$51.3M Buy
530,300
+25,588
+5% +$2.45M 8.38% 4
2021
Q1 		$46.1M Buy
504,712
+15,848
+3% +$1.39M 7.67% 4
2020
Q4 		$40.9M Buy
488,864
+15,700
+3% +$1.25M 7.25% 6
2020
Q3 		$35M Buy
473,164
+78,349
+20% +$5.77M 6.57% 6
2020
Q2 		$27.4M Buy
394,815
+32,054
+9% +$2.13M 5.55% 7
2020
Q1 		$21.3M Buy
362,761
+40,512
+13% +$2.97M 4.94% 6
2019
Q4 		$25.7M Buy
322,249
+64,047
+25% +$4.95M 4.48% 7
2019
Q3 		$19.6M Buy
258,202
+6,350
+3% +$477K 3.59% 9
2019
Q2 		$18.9M Buy
251,852
+840
+0.3% +$62K 3.44% 10
2019
Q1 		$18.4M Sell
251,012
-19,590
-7% -$1.39M 3.36% 10
2018
Q4 		$17.6M Sell
270,602
-3,666
-1% -$256K 3.67% 9
2018
Q3 		$20.4M Buy
274,268
+10,688
+4% +$789K 3.49% 9
2018
Q2 		$18.7M Buy
263,580
+49,664
+23% +$3.51M 3.33% 9
2018
Q1 		$14.9M Buy
213,916
+183,013
+592% +$13M 2.71% 10
2017
Q4 		$2.18M Buy
30,903
+27,571
+827% +$1.91M 0.39% 26
2017
Q3 		$224K Buy
+3,332
New +$220K 0.04% 46

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

Planning Alternatives's JPUS Position: Q2 2026 in Review

Planning Alternatives reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 7.1% in Q2 2026, selling an estimated $82.1K and leaving 7,922 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #43.

Planning Alternatives first reported a position in JPUS in Q3 2017 and has held it in 36 quarters since. The position peaked at $61.9M in Q3 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Planning Alternatives held 7,922 shares of JPMorgan Diversified Return US Equity ETF worth $1.11M as of Q2 2026.
  • Planning Alternatives sold 601 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $82.1K.
  • JPMorgan Diversified Return US Equity ETF made up 0.12% of Planning Alternatives's portfolio in Q2 2026, its #43 holding.
  • Planning Alternatives first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and has held it in 36 quarters since.
  • Planning Alternatives's JPMorgan Diversified Return US Equity ETF position peaked at $61.9M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.