Wealthedge Investment Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Wealthedge Investment Advisors’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 Q1	$410K	Sell	3,149 -101	-3%	-$13.2K	0.15%	104
2025 Q4	$403K	Sell	3,250 -193	-6%	-$23.8K	0.15%	97
2025 Q3	$427K	Buy	3,443 +9	+0.3%	+$1.09K	0.16%	99
2025 Q2	$406K	Sell	3,434 -1,832	-35%	-$209K	0.17%	110
2025 Q1	$607K	Sell	5,266 -3,350	-39%	-$389K	0.27%	83
2024 Q4	$983K	Buy	+8,616	New	+$1.03M	0.44%	62

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthedge Investment Advisors's JPUS Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.1% in Q1 2026, selling an estimated $13.2K and leaving 3,149 shares worth $410K. The position accounts for 0.15% of the portfolio, ranked #104.

Wealthedge Investment Advisors first reported a position in JPUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $983K in Q4 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Wealthedge Investment Advisors held 3,149 shares of JPMorgan Diversified Return US Equity ETF worth $410K as of Q1 2026.
Wealthedge Investment Advisors sold 101 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $13.2K.
JPMorgan Diversified Return US Equity ETF made up 0.15% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #104 holding.
Wealthedge Investment Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Wealthedge Investment Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $983K in Q4 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.