WIA
JPUS

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
Q2 		$436K Sell
3,109
-40
-1% -$5.46K 0.15% 102
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 $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealthedge Investment Advisors's JPUS Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.3% in Q2 2026, selling an estimated $5.46K and leaving 3,109 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #102.

Wealthedge Investment Advisors first reported a position in JPUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $983K in Q4 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Wealthedge Investment Advisors held 3,109 shares of JPMorgan Diversified Return US Equity ETF worth $436K as of Q2 2026.
  • Wealthedge Investment Advisors sold 40 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $5.46K.
  • JPMorgan Diversified Return US Equity ETF made up 0.15% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Wealthedge Investment Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $983K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.