Aptus Capital Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
1,492
| – | – | ﹤0.01% | 955 |
|
|
2025
Q1 | $172K | Hold |
1,492
| – | – | ﹤0.01% | 918 |
|
|
2024
Q4 | $170K | Sell |
1,492
-520
| -26% | -$59.3K | ﹤0.01% | 912 |
|
|
2024
Q3 | $241K | Hold |
2,012
| – | – | ﹤0.01% | 716 |
|
|
2024
Q2 | $220K | Hold |
2,012
| – | – | ﹤0.01% | 714 |
|
|
2024
Q1 | $225K | Hold |
2,012
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $207K | Sell |
2,012
-452
| -18% | -$46.4K | 0.01% | 550 |
|
|
2023
Q3 | $231K | Sell |
2,464
-597
| -20% | -$56.1K | 0.01% | 526 |
|
|
2023
Q2 | $299K | Hold |
3,061
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $293K | Buy |
+3,061
| New | +$293K | 0.01% | 394 |
|