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

Basso Capital Management’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	$615K	Hold	4,528	–	–	0.13%	92
2026 Q2	$635K	Buy	+4,528	New	+$619K	0.14%	80

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

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

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

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Basso Capital Management's JPUS Position: Q3 2026 in Review

Basso Capital Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q3 2026 at 4,528 shares worth $615K. The position accounts for 0.13% of the portfolio, ranked #92.

Basso Capital Management first reported a position in JPUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $635K in Q2 2026. 66 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Basso Capital Management held 4,528 shares of JPMorgan Diversified Return US Equity ETF worth $615K as of Q3 2026.
Basso Capital Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q3 2026.
JPMorgan Diversified Return US Equity ETF made up 0.13% of Basso Capital Management's portfolio in Q3 2026, its #92 holding.
Basso Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2026 and has held it in 2 quarters since.
Basso Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $635K in Q2 2026.
66 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Basso Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.