Ameriprise
JPUS

Ameriprise’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Ameriprise’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 		$467K Buy
3,587
+1,371
+62% +$180K ﹤0.01% 3613
2025
Q4 		$275K Sell
2,216
-596
-21% -$73.6K ﹤0.01% 3831
2025
Q3 		$352K Buy
2,812
+174
+7% +$21.1K ﹤0.01% 3738
2025
Q2 		$311K Sell
2,638
-511
-16% -$58.2K ﹤0.01% 3679
2025
Q1 		$363K Sell
3,149
-312
-9% -$36.3K ﹤0.01% 3617
2024
Q4 		$395K Buy
3,461
+144
+4% +$17.2K ﹤0.01% 3611
2024
Q3 		$397K Sell
3,317
-84
-2% -$9.6K ﹤0.01% 3563
2024
Q2 		$371K Sell
3,401
-19
-0.6% -$2.08K ﹤0.01% 3523
2024
Q1 		$383K Buy
3,420
+205
+6% +$21.6K ﹤0.01% 3512
2023
Q4 		$330K Buy
3,215
+42
+1% +$4.04K ﹤0.01% 3588
2023
Q3 		$298K Buy
3,173
+999
+46% +$98K ﹤0.01% 3581
2023
Q2 		$213K Buy
+2,174
New +$207K ﹤0.01% 3715
2022
Q3 		– Sell
-2,519
Closed -$231K – 4000
2022
Q2 		$231K Sell
2,519
-580
-19% -$57.4K ﹤0.01% 3648
2022
Q1 		$324K Sell
3,099
-70
-2% -$7.14K ﹤0.01% 3617
2021
Q4 		$336K Buy
3,169
+189
+6% +$19.3K ﹤0.01% 3637
2021
Q3 		$287K Sell
2,980
-1,842
-38% -$182K ﹤0.01% 3591
2021
Q2 		$467K Sell
4,822
-3,528
-42% -$338K ﹤0.01% 3480
2021
Q1 		$765K Sell
8,350
-2,299
-22% -$201K ﹤0.01% 3242
2020
Q4 		$891K Sell
10,649
-9,178
-46% -$732K ﹤0.01% 3137
2020
Q3 		$1.47M Buy
19,827
+1,689
+9% +$124K ﹤0.01% 2816
2020
Q2 		$1.26M Sell
18,138
-3,794
-17% -$253K ﹤0.01% 2822
2020
Q1 		$1.29M Sell
21,932
-6,927
-24% -$508K ﹤0.01% 2710
2019
Q4 		$2.3M Sell
28,859
-262,695
-90% -$20.3M ﹤0.01% 2661
2019
Q3 		$22.1M Buy
291,554
+51,860
+22% +$3.9M 0.01% 1066
2019
Q2 		$17.9M Buy
239,694
+26,350
+12% +$1.94M 0.01% 1258
2019
Q1 		$15.6M Buy
213,344
+97,644
+84% +$6.9M 0.01% 1320
2018
Q4 		$7.5M Buy
115,700
+13,675
+13% +$954K ﹤0.01% 1834
2018
Q3 		$7.6M Buy
102,025
+20,140
+25% +$1.49M ﹤0.01% 2069
2018
Q2 		$5.82M Buy
81,885
+37,880
+86% +$2.68M ﹤0.01% 2140
2018
Q1 		$3.07M Buy
44,005
+28,499
+184% +$2.03M ﹤0.01% 2492
2017
Q4 		$1.09M Buy
+15,506
New +$1.08M ﹤0.01% 2934

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise's JPUS Position: Q1 2026 in Review

Ameriprise increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 62% in Q1 2026, buying an estimated $180K and bringing the position to 3,587 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Ameriprise first reported a position in JPUS in Q4 2017 and has held it in 31 quarters since. The position peaked at $22.1M in Q3 2019. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • Ameriprise held 3,587 shares of JPMorgan Diversified Return US Equity ETF worth $467K as of Q1 2026.
  • Ameriprise bought 1,371 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $180K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3613 holding.
  • Ameriprise first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2017 and has held it in 31 quarters since.
  • Ameriprise's JPMorgan Diversified Return US Equity ETF position peaked at $22.1M in Q3 2019.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.