Private Trust Company’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Private Trust Company’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	$87.6K	Hold	625	–	–	0.01%	1120
2026 Q1	$81.4K	Buy	625 +50	+9%	+$6.56K	0.01%	1101
2025 Q4	$71.3K	Sell	575 -12	-2%	-$1.48K	0.01%	1150
2025 Q3	$72.7K	Sell	587 -18	-3%	-$2.18K	0.01%	1123
2025 Q2	$71.5K	Sell	605 -4	-0.7%	-$456	0.01%	1076
2025 Q1	$70.2K	Sell	609 -27	-4%	-$3.14K	0.01%	1056
2024 Q4	$72.6K	Buy	636 +597	+1,531%	+$71.3K	0.01%	1037
2024 Q3	$4.67K	Sell	39 -14	-26%	-$1.6K	﹤0.01%	1971
2024 Q2	$5.79K	Hold	53	–	–	﹤0.01%	1871
2024 Q1	$5.94K	Sell	53 -10	-16%	-$1.05K	﹤0.01%	1851
2023 Q4	$6.47K	Sell	63 -14	-18%	-$1.35K	﹤0.01%	1823
2023 Q3	$7.23K	Sell	77 -60	-44%	-$5.88K	﹤0.01%	1727
2023 Q2	$13.4K	Buy	137 +72	+111%	+$6.85K	﹤0.01%	1513
2023 Q1	$6.21K	Buy	+65	New	+$6.27K	﹤0.01%	1773

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

Private Trust Company's JPUS Position: Q2 2026 in Review

Private Trust Company held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 625 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #1120.

Private Trust Company first reported a position in JPUS in Q1 2023 and has held it in 14 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Private Trust Company held 625 shares of JPMorgan Diversified Return US Equity ETF worth $87.6K as of Q2 2026.
Private Trust Company left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1120 holding.
Private Trust Company first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and has held it in 14 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.