Stifel Financial
JPUS

Stifel Financial’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Stifel Financial’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
2024
Q4 		– Sell
-1,680
Closed -$201K – 3440
2024
Q3 		$201K Buy
+1,680
New +$192K ﹤0.01% 3143
2024
Q2 		– Sell
-1,885
Closed -$211K – 3417
2024
Q1 		$211K Sell
1,885
-658
-26% -$69.4K ﹤0.01% 3078
2023
Q4 		$261K Sell
2,543
-69
-3% -$6.64K ﹤0.01% 2917
2023
Q3 		$245K Hold
2,612
– – ﹤0.01% 2892
2023
Q2 		$255K Buy
2,612
+21
+0.8% +$2K ﹤0.01% 2924
2023
Q1 		$248K Hold
2,591
– – ﹤0.01% 2925
2022
Q4 		$246K Sell
2,591
-804
-24% -$75.5K ﹤0.01% 2872
2022
Q3 		$290K Hold
3,395
– – ﹤0.01% 2737
2022
Q2 		$311K Buy
3,395
+25
+0.7% +$2.47K ﹤0.01% 2732
2022
Q1 		$352K Buy
3,370
+30
+0.9% +$3.06K ﹤0.01% 2778
2021
Q4 		$354K Hold
3,340
– – ﹤0.01% 2807
2021
Q3 		$321K Buy
3,340
+39
+1% +$3.84K ﹤0.01% 2862
2021
Q2 		$319K Buy
3,301
+24
+0.7% +$2.3K ﹤0.01% 2862
2021
Q1 		$299K Sell
3,277
-181
-5% -$15.8K ﹤0.01% 2797
2020
Q4 		$289K Buy
3,458
+261
+8% +$20.8K ﹤0.01% 2612
2020
Q3 		$236K Buy
3,197
+78
+3% +$5.75K ﹤0.01% 2533
2020
Q2 		$216K Buy
+3,119
New +$208K ﹤0.01% 2553
2020
Q1 		– Sell
-2,549
Closed -$203K – 2965
2019
Q4 		$203K Buy
+2,549
New +$197K ﹤0.01% 2762

Other funds holding JPUS

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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 $57.3B AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial's JPUS Position: Q4 2024 in Review

Stifel Financial sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2024, closing a stake of 1,680 shares — an estimated $201K sold.

Stifel Financial first reported a position in JPUS in Q4 2019 and held it in 18 quarters. The position peaked at $354K in Q4 2021. 85 funds tracked by Wall St. Rank hold JPUS as of Q4 2024.

  • Stifel Financial reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 1,680 JPMorgan Diversified Return US Equity ETF shares in Q4 2024, an estimated $201K.
  • Stifel Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and held it in 18 quarters.
  • Stifel Financial's JPMorgan Diversified Return US Equity ETF position peaked at $354K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.