SC
JPUS

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
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 $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return