BCM
JPUS

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
Q2 		$635K Buy
+4,528
New +$619K 0.14% 80

Other funds holding JPUS

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Basso Capital Management's JPUS Position: Q2 2026 in Review

Basso Capital Management opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2026: 4,528 shares worth $635K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Basso Capital Management held 4,528 shares of JPMorgan Diversified Return US Equity ETF worth $635K as of Q2 2026.
  • JPMorgan Diversified Return US Equity ETF was a new Basso Capital Management position in Q2 2026.
  • JPMorgan Diversified Return US Equity ETF made up 0.14% of Basso Capital Management's portfolio in Q2 2026, its #80 holding.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.