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 Q3	$210K	Buy	1,525 +8	+0.5%	+$1.14K	﹤0.01%	734
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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Apella Capital's JPUS Position: Q3 2026 in Review

Apella Capital increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.53% in Q3 2026, buying an estimated $1.14K and bringing the position to 1,525 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Apella Capital first reported a position in JPUS in Q2 2021 and has held it in 5 quarters since. The position peaked at $341K in Q3 2021. 66 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Apella Capital held 1,525 shares of JPMorgan Diversified Return US Equity ETF worth $210K as of Q3 2026.
Apella Capital bought 8 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $1.14K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #734 holding.
Apella Capital first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2021 and has held it in 5 quarters since.
Apella Capital's JPMorgan Diversified Return US Equity ETF position peaked at $341K in Q3 2021.
66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.