Wealth Enhancement Advisory Services
JPUS icon

Wealth Enhancement Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$9.93M Sell
71,741
-5,169
-7% -$733K 0.01% 734
2026
Q2 		$10.8M Sell
76,910
-167
-0.2% -$22.8K 0.02% 641
2026
Q1 		$10.1M Sell
77,077
-47,625
-38% -$6.25M 0.02% 575
2025
Q4 		$15.8M Sell
124,702
-6,978
-5% -$862K 0.02% 546
2025
Q3 		$16.3M Sell
131,680
-12,041
-8% -$1.46M 0.02% 501
2025
Q2 		$17.3M Sell
143,721
-39,356
-21% -$4.48M 0.03% 466
2025
Q1 		$21.1M Buy
183,077
+26,429
+17% +$3.07M 0.04% 379
2024
Q4 		$17.9M Sell
156,648
-6,605
-4% -$789K 0.03% 394
2024
Q3 		$19.5M Sell
163,253
-11,041
-6% -$1.26M 0.04% 356
2024
Q2 		$19M Sell
174,294
-13,809
-7% -$1.51M 0.05% 339
2024
Q1 		$21.1M Sell
188,103
-7,854
-4% -$829K 0.05% 311
2023
Q4 		$20.1M Sell
195,957
-12,080
-6% -$1.16M 0.06% 297
2023
Q3 		$19.5M Buy
+208,037
New +$20.4M 0.06% 285

Other funds holding JPUS

RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPUS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 6.7% in Q3 2026, selling an estimated $733K and leaving 71,741 shares worth $9.93M. The position accounts for 0.01% of the portfolio, ranked #734.

Wealth Enhancement Advisory Services first reported a position in JPUS in Q3 2023 and has held it in 13 quarters since. The position peaked at $21.1M in Q1 2025. 9 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 71,741 shares of JPMorgan Diversified Return US Equity ETF worth $9.93M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 5,169 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $733K.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #734 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $21.1M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.