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

Avant Capital’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	$856K	Sell	6,578 -294	-4%	-$38.6K	0.6%	36
2025 Q4	$852K	Sell	6,872 -392	-5%	-$48.4K	0.58%	35
2025 Q3	$900K	Sell	7,264 -348	-5%	-$42.2K	0.63%	34
2025 Q2	$900K	Buy	7,612 +402	+6%	+$45.8K	0.7%	31
2025 Q1	$831K	Buy	7,210 +500	+7%	+$58.1K	0.69%	31
2024 Q4	$766K	Buy	+6,710	New	+$801K	0.64%	34
2023 Q3	$602K	Sell	6,409 -632	-9%	-$62K	0.69%	31
2023 Q2	$688K	Buy	7,041 +739	+12%	+$70.3K	0.76%	30
2023 Q1	$603K	Sell	6,302 -152	-2%	-$14.7K	0.7%	31
2022 Q4	$612K	Sell	6,454 -205	-3%	-$19.3K	0.75%	31
2022 Q3	$569K	Buy	6,659 +713	+12%	+$67.7K	0.77%	30
2022 Q2	$544K	Buy	5,946 +285	+5%	+$28.2K	0.7%	31
2022 Q1	$591K	Sell	5,661 -43	-0.8%	-$4.39K	0.66%	31
2021 Q4	$605K	Buy	+5,704	New	+$582K	0.66%	33

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 $2.78B AUM 23.87% 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

Avant Capital's JPUS Position: Q1 2026 in Review

Avant Capital reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 4.3% in Q1 2026, selling an estimated $38.6K and leaving 6,578 shares worth $856K. The position accounts for 0.6% of the portfolio, ranked #36.

Avant Capital first reported a position in JPUS in Q4 2021 and has held it in 14 quarters since. The position peaked at $900K in Q3 2025. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Avant Capital held 6,578 shares of JPMorgan Diversified Return US Equity ETF worth $856K as of Q1 2026.
Avant Capital sold 294 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $38.6K.
JPMorgan Diversified Return US Equity ETF made up 0.6% of Avant Capital's portfolio in Q1 2026, its #36 holding.
Avant Capital first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's JPMorgan Diversified Return US Equity ETF position peaked at $900K in Q3 2025.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.