SWM
JPUS

Spire Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Spire Wealth Management’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 		– Sell
-3,051
Closed -$378K – 2340
2025
Q4 		$378K Buy
3,051
+31
+1% +$3.83K 0.01% 613
2025
Q3 		$374K Buy
+3,020
New +$366K 0.01% 609

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's JPUS Position: Q1 2026 in Review

Spire Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026, closing a stake of 3,051 shares — an estimated $378K sold.

Spire Wealth Management first reported a position in JPUS in Q3 2025 and held it in 2 quarters. The position peaked at $378K in Q4 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • Spire Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 3,051 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $378K.
  • Spire Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2025 and held it in 2 quarters.
  • Spire Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $378K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.