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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Apella Capital's JPUS Position: Q2 2026 in Review

Apella Capital increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.46% in Q2 2026, buying an estimated $956 and bringing the position to 1,517 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Apella Capital first reported a position in JPUS in Q2 2021 and has held it in 4 quarters since. The position peaked at $341K in Q3 2021. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Apella Capital held 1,517 shares of JPMorgan Diversified Return US Equity ETF worth $213K as of Q2 2026.
Apella Capital bought 7 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $956.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #654 holding.
Apella Capital first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and has held it in 4 quarters since.
Apella Capital's JPMorgan Diversified Return US Equity ETF position peaked at $341K in Q3 2021.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.