VT
JPUS

Vise Technologies’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Vise Technologies’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 		$3.72M Buy
26,562
+3,053
+13% +$417K 0.04% 354
2026
Q1 		$2.91M Hold
23,509
– – 0.06% 266
2025
Q4 		$2.91M Buy
23,509
+20,627
+716% +$2.55M 0.06% 267
2025
Q3 		$357K Sell
2,882
-24,711
-90% -$3M 0.01% 817
2025
Q2 		$3.26M Buy
+27,593
New +$3.14M 0.13% 165
2024
Q4 		$1.65M Buy
+14,495
New +$1.73M 0.14% 156

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

Vise Technologies's JPUS Position: Q2 2026 in Review

Vise Technologies increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 13% in Q2 2026, buying an estimated $417K and bringing the position to 26,562 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #354.

Vise Technologies first reported a position in JPUS in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Vise Technologies held 26,562 shares of JPMorgan Diversified Return US Equity ETF worth $3.72M as of Q2 2026.
  • Vise Technologies bought 3,053 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $417K.
  • JPMorgan Diversified Return US Equity ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #354 holding.
  • Vise Technologies first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.