Schiavi & Co’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Schiavi & Co’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	$1.88M	Sell	26,164 -246	-0.9%	-$33.6K	0.5%	12
2026 Q1	$1.83M	Hold	26,410	–	–	0.54%	11
2025 Q4	$1.79M	Buy	26,410 +19,843	+302%	+$2.45M	0.57%	11
2025 Q3	$814K	Hold	6,567	–	–	0.27%	14
2025 Q2	$776K	Hold	6,567	–	–	0.26%	12
2025 Q1	$757K	Hold	6,567	–	–	0.28%	12
2024 Q4	$749K	Hold	6,567	–	–	0.29%	10
2024 Q3	$786K	Hold	6,567	–	–	0.29%	11
2024 Q2	$717K	Hold	6,567	–	–	0.28%	11
2024 Q1	$736K	Hold	6,567	–	–	0.29%	12
2023 Q4	$675K	Buy	+6,567	New	+$632K	0.28%	13

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

Schiavi & Co's JPUS Position: Q2 2026 in Review

Schiavi & Co reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.93% in Q2 2026, selling an estimated $33.6K and leaving 26,164 shares worth $1.88M. The position accounts for 0.5% of the portfolio, ranked #12.

Schiavi & Co first reported a position in JPUS in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Schiavi & Co held 26,164 shares of JPMorgan Diversified Return US Equity ETF worth $1.88M as of Q2 2026.
Schiavi & Co sold 246 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $33.6K.
JPMorgan Diversified Return US Equity ETF made up 0.5% of Schiavi & Co's portfolio in Q2 2026, its #12 holding.
Schiavi & Co first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2023 and has held it in 11 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.