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 Q3	$221K	Hold	1,631	–	–	﹤0.01%	1055
2026 Q2	$229K	Hold	1,631	–	–	﹤0.01%	1062
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%	719
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

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Aptus Capital Advisors's JPUS Position: Q3 2026 in Review

Aptus Capital Advisors held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q3 2026 at 1,631 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Aptus Capital Advisors first reported a position in JPUS in Q1 2023 and has held it in 15 quarters since. The position peaked at $299K in Q2 2023. 88 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Aptus Capital Advisors held 1,631 shares of JPMorgan Diversified Return US Equity ETF worth $221K as of Q3 2026.
Aptus Capital Advisors left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1055 holding.
Aptus Capital Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2023 and has held it in 15 quarters since.
Aptus Capital Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $299K in Q2 2023.
88 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.