VestGen Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

VestGen Advisors’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	$399K	Sell	2,844 -2,844	-50%	-$389K	0.01%	746
2026 Q1	$773K	Buy	+5,688	New	+$746K	0.02%	523
2025 Q4	–	Sell	-2,844	Closed	-$352K	–	807
2025 Q3	$352K	Hold	2,844	–	–	0.01%	562
2025 Q2	$336K	Hold	2,844	–	–	0.01%	483
2025 Q1	$328K	Buy	+2,844	New	+$331K	0.01%	443

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VestGen Advisors's JPUS Position: Q2 2026 in Review

VestGen Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 50% in Q2 2026, selling an estimated $389K and leaving 2,844 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #746.

VestGen Advisors first reported a position in JPUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $773K in Q1 2026. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

VestGen Advisors held 2,844 shares of JPMorgan Diversified Return US Equity ETF worth $399K as of Q2 2026.
VestGen Advisors sold 2,844 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $389K.
JPMorgan Diversified Return US Equity ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #746 holding.
VestGen Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $773K in Q1 2026.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.