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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors's JPUS Position: Q1 2026 in Review

Aptus Capital Advisors held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 1,631 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Aptus Capital Advisors first reported a position in JPUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $299K in Q2 2023. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Aptus Capital Advisors held 1,631 shares of JPMorgan Diversified Return US Equity ETF worth $212K as of Q1 2026.
Aptus Capital Advisors left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #995 holding.
Aptus Capital Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $299K in Q2 2023.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.