Virtue Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Virtue Capital Management’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
2025 Q2	–	Sell	-1,916	Closed	-$220K	–	389
2025 Q1	$220K	Buy	+1,916	New	+$223K	0.03%	428
2024 Q3	–	Sell	-1,916	Closed	-$216K	–	345
2024 Q2	$216K	Hold	1,916	–	–	0.04%	345
2024 Q1	$208K	Buy	+1,916	New	+$202K	0.04%	360
2022 Q2	–	Sell	-1,971	Closed	-$206K	–	349
2022 Q1	$206K	Hold	1,971	–	–	0.03%	381
2021 Q4	$209K	Buy	+1,971	New	+$201K	0.03%	394

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Virtue Capital Management's JPUS Position: Q2 2025 in Review

Virtue Capital Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2025, closing a stake of 1,916 shares — an estimated $220K sold.

Virtue Capital Management first reported a position in JPUS in Q4 2021 and held it in 5 quarters. The position peaked at $220K in Q1 2025. 83 funds tracked by Wall St. Rank hold JPUS as of Q2 2025.

Virtue Capital Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 1,916 JPMorgan Diversified Return US Equity ETF shares in Q2 2025, an estimated $220K.
Virtue Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and held it in 5 quarters.
Virtue Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $220K in Q1 2025.
83 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.