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 Q2	$953K	Buy	6,794 +216	+3%	+$29.5K	0.6%	36
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 $9.37B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Avant Capital's JPUS Position: Q2 2026 in Review

Avant Capital increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.3% in Q2 2026, buying an estimated $29.5K and bringing the position to 6,794 shares worth $953K. 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 15 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Avant Capital held 6,794 shares of JPMorgan Diversified Return US Equity ETF worth $953K as of Q2 2026.
Avant Capital bought 216 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $29.5K.
JPMorgan Diversified Return US Equity ETF made up 0.6% of Avant Capital's portfolio in Q2 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 15 quarters since.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.