Truist Financial
JPUS

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

Truist 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
Q2 		$280K Hold
2,000
– – ﹤0.01% 2587
2026
Q1 		$260K Hold
2,000
– – ﹤0.01% 2481
2025
Q4 		$248K Sell
2,000
-711
-26% -$87.8K ﹤0.01% 2464
2025
Q3 		$336K Sell
2,711
-21
-0.8% -$2.55K ﹤0.01% 2247
2025
Q2 		$323K Sell
2,732
-11
-0.4% -$1.25K ﹤0.01% 2175
2025
Q1 		$316K Sell
2,743
-9
-0.3% -$1.05K ﹤0.01% 2117
2024
Q4 		$314K Hold
2,752
– – ﹤0.01% 2131
2024
Q3 		$329K Hold
2,752
– – ﹤0.01% 2079
2024
Q2 		$300K Hold
2,752
– – ﹤0.01% 2289
2024
Q1 		$308K Sell
2,752
-57
-2% -$6.01K ﹤0.01% 2275
2023
Q4 		$289K Buy
2,809
+57
+2% +$5.49K ﹤0.01% 2323
2023
Q3 		$258K Buy
+2,752
New +$270K ﹤0.01% 2332
2022
Q2 		– Sell
-2,044
Closed -$214K – 2710
2022
Q1 		$214K Buy
2,044
+2
+0.1% +$204 ﹤0.01% 2505
2021
Q4 		$217K Buy
+2,042
New +$208K ﹤0.01% 2544
2020
Q1 		– Sell
-2,992
Closed -$238K – 2485
2019
Q4 		$238K Buy
+2,992
New +$231K ﹤0.01% 2274

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial's JPUS Position: Q2 2026 in Review

Truist Financial held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 2,000 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Truist Financial first reported a position in JPUS in Q4 2019 and has held it in 15 quarters since. The position peaked at $336K in Q3 2025. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Truist Financial held 2,000 shares of JPMorgan Diversified Return US Equity ETF worth $280K as of Q2 2026.
  • Truist Financial left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2587 holding.
  • Truist Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and has held it in 15 quarters since.
  • Truist Financial's JPMorgan Diversified Return US Equity ETF position peaked at $336K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.