Wagner Wealth Management (South Carolina)’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Wagner Wealth Management (South Carolina)’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	$13.7K	Buy	98 +42	+75%	+$5.74K	﹤0.01%	218
2026 Q1	$7.29K	Hold	56	–	–	﹤0.01%	231
2025 Q4	$6.94K	Buy	+56	New	+$6.92K	﹤0.01%	221

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

Wagner Wealth Management (South Carolina)'s JPUS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 75% in Q2 2026, buying an estimated $5.74K and bringing the position to 98 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Wagner Wealth Management (South Carolina) first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Wagner Wealth Management (South Carolina) held 98 shares of JPMorgan Diversified Return US Equity ETF worth $13.7K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 42 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $5.74K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #218 holding.
Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.