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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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