ACA
JPUS

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

Aptus Capital Advisors’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
Q1 		$212K Hold
1,631
– – ﹤0.01% 995
2025
Q4 		$202K Hold
1,631
– – ﹤0.01% 1033
2025
Q3 		$202K Buy
1,631
+139
+9% +$16.9K ﹤0.01% 981
2025
Q2 		$176K Hold
1,492
– – ﹤0.01% 965
2025
Q1 		$172K Hold
1,492
– – ﹤0.01% 923
2024
Q4 		$170K Sell
1,492
-520
-26% -$62.1K ﹤0.01% 920
2024
Q3 		$241K Hold
2,012
– – ﹤0.01% 717
2024
Q2 		$220K Hold
2,012
– – ﹤0.01% 717
2024
Q1 		$225K Hold
2,012
– – ﹤0.01% 705
2023
Q4 		$207K Sell
2,012
-452
-18% -$43.5K 0.01% 552
2023
Q3 		$231K Sell
2,464
-597
-20% -$58.5K 0.01% 529
2023
Q2 		$299K Hold
3,061
– – 0.01% 408
2023
Q1 		$293K Buy
+3,061
New +$295K 0.01% 396

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return