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 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 $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

Truist Financial's JPUS Position: Q1 2026 in Review

Truist Financial held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 2,000 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Truist Financial first reported a position in JPUS in Q4 2019 and has held it in 14 quarters since. The position peaked at $336K in Q3 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Truist Financial held 2,000 shares of JPMorgan Diversified Return US Equity ETF worth $260K as of Q1 2026.
Truist Financial left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2481 holding.
Truist Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2019 and has held it in 14 quarters since.
Truist Financial's JPMorgan Diversified Return US Equity ETF position peaked at $336K in Q3 2025.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.