AWM
JPUS

Apollon Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Apollon Wealth Management’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 		$5.16M Sell
36,807
-2,013
-5% -$275K 0.06% 258
2026
Q1 		$5.05M Sell
38,820
-332
-0.8% -$43.6K 0.08% 218
2025
Q4 		$4.85M Sell
39,152
-12,110
-24% -$1.5M 0.08% 207
2025
Q3 		$6.35M Buy
51,262
+4,305
+9% +$522K 0.11% 167
2025
Q2 		$5.55M Buy
46,957
+1,865
+4% +$212K 0.11% 165
2025
Q1 		$5.19M Buy
45,092
+5,166
+13% +$600K 0.11% 164
2024
Q4 		$4.56M Buy
39,926
+2,631
+7% +$314K 0.11% 173
2024
Q3 		$4.46M Buy
37,295
+977
+3% +$112K 0.13% 143
2024
Q2 		$3.97M Buy
36,318
+4,080
+13% +$445K 0.12% 151
2024
Q1 		$3.61M Buy
32,238
+696
+2% +$73.5K 0.11% 160
2023
Q4 		$3.24M Sell
31,542
-90
-0.3% -$8.67K 0.11% 168
2023
Q3 		$2.97M Buy
31,632
+477
+2% +$46.8K 0.15% 132
2023
Q2 		$3.05M Sell
31,155
-30,513
-49% -$2.9M 0.15% 147
2023
Q1 		$5.9M Buy
61,668
+4,057
+7% +$391K 0.36% 56
2022
Q4 		$5.46M Buy
+57,611
New +$5.41M 0.39% 50

Other funds holding JPUS

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM

Apollon Wealth Management's JPUS Position: Q2 2026 in Review

Apollon Wealth Management reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 5.2% in Q2 2026, selling an estimated $275K and leaving 36,807 shares worth $5.16M. The position accounts for 0.06% of the portfolio, ranked #258.

Apollon Wealth Management first reported a position in JPUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.35M in Q3 2025. 38 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Apollon Wealth Management held 36,807 shares of JPMorgan Diversified Return US Equity ETF worth $5.16M as of Q2 2026.
  • Apollon Wealth Management sold 2,013 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $275K.
  • JPMorgan Diversified Return US Equity ETF made up 0.06% of Apollon Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Apollon Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Apollon Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $6.35M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.