Modera Wealth Management, LLC

Position in JPUS — JPMorgan Diversified Return U.S. Equity ETF

CIK 1542143 WESTWOOD, NJ

All Filings in JPUS

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 JPUS	$32,158,224	246,972	-6.6%	Shares	Sole	2026-05-06
2025-12-31 JPUS	$32,791,401	264,562	-2.9%	Shares	Sole	2026-01-21
2025-09-30 JPUS	$33,753,331	272,402	-1.6%	Shares	Sole	2025-10-31
2025-06-30 JPUS	$32,728,864	276,908	-6.7%	Shares	Sole	2025-08-06
2025-03-31 JPUS	$34,195,622	296,837	-3.5%	Shares	Sole	2025-05-08
2024-12-31 JPUS	$35,107,995	307,668	-3.9%	Shares	Sole	2025-02-06
2024-09-30 JPUS	$38,309,364	320,109	-2.8%	Shares	Sole	2024-10-24
2024-06-30 JPUS	$35,945,339	329,215	-2.6%	Shares	Sole	2024-07-29
2024-03-31 JPUS	$37,852,647	337,958	-2.4%	Shares	Sole	2024-05-14
2023-12-31 JPUS	$35,578,932	346,358	-1.8%	Shares	Sole	2024-02-14
2023-09-30 JPUS	$33,134,909	352,773	-3.3%	Shares	Sole	2023-11-30
2023-06-30 JPUS	$35,673,874	364,868	-3.5%	Shares	Sole	2023-08-07
2023-03-31 JPUS	$36,133,013	377,909	-24.8%	Shares	Sole	2023-05-05
2022-09-30 JPUS	$42,961,356	502,472	-8.6%	Shares	Sole	2022-11-01
2022-06-30 JPUS	$50,301,674	549,685	-34.2%	Shares	Sole	2022-07-27
2022-03-31 JPUS	$87,276,013	835,417	-47.2%	Shares	Sole	2022-05-03
2021-12-31 JPUS	$167,717,741	1,581,646	+0.2%	Shares	Sole	2022-02-04
2021-09-30 JPUS	$151,705,566	1,577,801	+3.2%	Shares	Sole	2021-11-04
2021-06-30 JPUS	$147,962,517	1,529,439	-1.8%	Shares	Sole	2021-08-02
2021-03-31 JPUS	—	1,556,990	-4.0%	Shares	Sole	2021-04-29
2020-12-31 JPUS	—	1,621,332	+1.4%	Shares	Sole	2021-02-11
2020-09-30 JPUS	—	1,598,379	+1.5%	Shares	Sole	2020-11-12
2020-06-30 JPUS	—	1,574,696	+10.4%	Shares	Sole	2020-08-12
2020-03-31 JPUS	—	1,426,262	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.