Ameritas Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Ameritas Advisory 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
2025 Q3	–	Sell	-890	Closed	-$105K	–	2549
2025 Q2	$105K	Buy	+890	New	+$101K	0.01%	970
2024 Q1	–	Sell	-2,152	Closed	-$224K	–	896
2023 Q4	$224K	Sell	2,152 -134	-6%	-$12.9K	0.01%	641
2023 Q3	$214K	Buy	+2,286	New	+$224K	0.01%	731
2023 Q2	–	Sell	-2,284	Closed	-$219K	–	1616
2023 Q1	$219K	Sell	2,284 -1,462	-39%	-$141K	0.01%	738
2022 Q4	$355K	Buy	3,746 +1,111	+42%	+$104K	0.02%	653
2022 Q3	$225K	Buy	2,635 +1	+0%	+$95	0.01%	683
2022 Q2	$241K	Buy	2,634 +71	+3%	+$7.03K	0.01%	693
2022 Q1	$268K	Hold	2,563	–	–	0.01%	700
2021 Q4	$272K	Buy	+2,563	New	+$262K	0.01%	679

Other funds holding JPUS

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

MWM

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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

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

SCM

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Advisory Services's JPUS Position: Q3 2025 in Review

Ameritas Advisory Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2025, closing a stake of 890 shares — an estimated $105K sold.

Ameritas Advisory Services first reported a position in JPUS in Q4 2021 and held it in 9 quarters. The position peaked at $355K in Q4 2022. 84 funds tracked by Wall St. Rank hold JPUS as of Q3 2025.

Ameritas Advisory Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 890 JPMorgan Diversified Return US Equity ETF shares in Q3 2025, an estimated $105K.
Ameritas Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and held it in 9 quarters.
Ameritas Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $355K in Q4 2022.
84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.