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

Summit 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
2026 Q1	$226K	Buy	+1,735	New	+$228K	﹤0.01%	1302

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's JPUS Position: Q1 2026 in Review

Summit Financial opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026: 1,735 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings.

91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Summit Financial held 1,735 shares of JPMorgan Diversified Return US Equity ETF worth $226K as of Q1 2026.
JPMorgan Diversified Return US Equity ETF was a new Summit Financial position in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1302 holding.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.