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 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 $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

VestGen Advisors's JPUS Position: Q1 2026 in Review

VestGen Advisors opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q1 2026: 5,688 shares worth $773K. The stake represents 0.02% of the portfolio and ranks #523 among its holdings. This is a return to the name: VestGen Advisors previously reported a position in JPUS as recently as Q3 2025.

VestGen Advisors first reported a position in JPUS in Q1 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

VestGen Advisors held 5,688 shares of JPMorgan Diversified Return US Equity ETF worth $773K as of Q1 2026.
JPMorgan Diversified Return US Equity ETF was a new VestGen Advisors position in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up 0.02% of VestGen Advisors's portfolio in Q1 2026, its #523 holding.
VestGen Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2025 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.