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

Apella Capital’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	$213K	Buy	1,517 +7	+0.5%	+$956	﹤0.01%	654
2026 Q1	$207K	Buy	+1,510	New	+$198K	﹤0.01%	641
2021 Q4	–	Sell	-3,550	Closed	-$341K	–	207
2021 Q3	$341K	Buy	3,550 +329	+10%	+$32.4K	0.05%	153
2021 Q2	$312K	Buy	+3,221	New	+$309K	0.05%	168

Other funds holding JPUS

Wealth Enhancement Advisory Services

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

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return