Capital Investment Advisory Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Capital Investment Advisory Services’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
2025 Q4	–	Sell	-53	Closed	-$6.57K	–	1193
2025 Q3	$6.57K	Buy	+53	New	+$6.43K	﹤0.01%	995

Other funds holding JPUS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

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

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

HAG

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

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

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

SCM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Investment Advisory Services's JPUS Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q4 2025, closing a stake of 53 shares — an estimated $6.57K sold.

Capital Investment Advisory Services first reported a position in JPUS in Q3 2025 and held it in 1 quarter. The position peaked at $6.57K in Q3 2025. 86 funds tracked by Wall St. Rank hold JPUS as of Q4 2025.

Capital Investment Advisory Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q4 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 53 JPMorgan Diversified Return US Equity ETF shares in Q4 2025, an estimated $6.57K.
Capital Investment Advisory Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2025 and held it in 1 quarter.
Capital Investment Advisory Services's JPMorgan Diversified Return US Equity ETF position peaked at $6.57K in Q3 2025.
86 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.