Principal Securities’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Principal Securities’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 Q4	–	Sell	-352	Closed	-$43.6K	–	2509
2025 Q3	$43.6K	Hold	352	–	–	﹤0.01%	2012
2025 Q2	$41.6K	Hold	352	–	–	﹤0.01%	1970
2025 Q1	$40.2K	Hold	352	–	–	﹤0.01%	1847
2024 Q4	$40.2K	Hold	352	–	–	﹤0.01%	1845
2024 Q3	$42.1K	Hold	352	–	–	﹤0.01%	1767
2024 Q2	$38.4K	Sell	352 -2,671	-88%	-$292K	﹤0.01%	1741
2024 Q1	$339K	Sell	3,023 -1,136	-27%	-$120K	0.01%	821
2023 Q4	$427K	Buy	+4,159	New	+$401K	0.02%	662

Other funds holding JPUS

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's JPUS Position: Q4 2025 in Review

Principal Securities sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2025, closing a stake of 352 shares — an estimated $43.6K sold.

Principal Securities first reported a position in JPUS in Q4 2023 and held it in 8 quarters. The position peaked at $427K in Q4 2023. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

Principal Securities reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 352 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $43.6K.
Principal Securities first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's JPMorgan Diversified Return US Equity ETF position peaked at $427K in Q4 2023.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.