WETS
JPUS

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

Wealth Enhancement Trust 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 		$763K Sell
5,439
-435
-7% -$59.4K 0.08% 181
2026
Q1 		$765K Sell
5,874
-335
-5% -$43.9K 0.09% 177
2025
Q4 		$770K Buy
+6,209
New +$767K 0.1% 164

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 7.4% in Q2 2026, selling an estimated $59.4K and leaving 5,439 shares worth $763K. The position accounts for 0.08% of the portfolio, ranked #181.

Wealth Enhancement Trust Services first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q4 2025. 73 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,439 shares of JPMorgan Diversified Return US Equity ETF worth $763K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 435 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $59.4K.
  • JPMorgan Diversified Return US Equity ETF made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #181 holding.
  • Wealth Enhancement Trust Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's JPMorgan Diversified Return US Equity ETF position peaked at $770K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

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