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 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.22% in Q2 2026, selling an estimated $22.8K and leaving 76,910 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #641.

Wealth Enhancement Advisory Services first reported a position in JPUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.1M in Q1 2025. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Wealth Enhancement Advisory Services held 76,910 shares of JPMorgan Diversified Return US Equity ETF worth $10.8M as of Q2 2026.
Wealth Enhancement Advisory Services sold 167 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $22.8K.
JPMorgan Diversified Return US Equity ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #641 holding.
Wealth Enhancement Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $21.1M in Q1 2025.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.