CAPTRUST Financial Advisors
JPUS

CAPTRUST Financial Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

CAPTRUST Financial Advisors’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 		$29.7M Buy
228,110
+3,243
+1% +$425K 0.05% 286
2025
Q4 		$27.9M Buy
224,867
+4,600
+2% +$568K 0.05% 266
2025
Q3 		$27.3M Buy
220,267
+6,844
+3% +$830K 0.06% 258
2025
Q2 		$25.2M Buy
213,423
+4,352
+2% +$496K 0.06% 268
2025
Q1 		$24.1M Buy
209,071
+4,299
+2% +$500K 0.06% 255
2024
Q4 		$23.4M Sell
204,772
-8,481
-4% -$1.01M 0.07% 214
2024
Q3 		$25.5M Sell
213,253
-1,055
-0.5% -$121K 0.08% 194
2024
Q2 		$23.4M Buy
214,308
+2,253
+1% +$246K 0.08% 194
2024
Q1 		$23.8M Sell
212,055
-2,750
-1% -$290K 0.09% 190
2023
Q4 		$22.1M Sell
214,805
-4,506
-2% -$434K 0.08% 221
2023
Q3 		$20.6M Buy
219,311
+3,117
+1% +$306K 0.08% 208
2023
Q2 		$21.1M Buy
216,194
+204,878
+1,811% +$19.5M 0.08% 196
2023
Q1 		$1.08M Sell
11,316
-751
-6% -$72.4K ﹤0.01% 995
2022
Q4 		$1.14M Sell
12,067
-71
-0.6% -$6.67K 0.01% 906
2022
Q3 		$1.04M Buy
+12,138
New +$1.15M 0.01% 898

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors's JPUS Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.4% in Q1 2026, buying an estimated $425K and bringing the position to 228,110 shares worth $29.7M. The position accounts for 0.05% of the portfolio, ranked #286.

CAPTRUST Financial Advisors first reported a position in JPUS in Q3 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

  • CAPTRUST Financial Advisors held 228,110 shares of JPMorgan Diversified Return US Equity ETF worth $29.7M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,243 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $425K.
  • JPMorgan Diversified Return US Equity ETF made up 0.05% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #286 holding.
  • CAPTRUST Financial Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.