FPCP
JPUS

Fort Point Capital Partners’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-15,983
Closed -$1.89M – 276
2025
Q2 		$1.89M Sell
15,983
-179
-1% -$20.4K 0.14% 95
2025
Q1 		$1.86M Buy
16,162
+572
+4% +$66.5K 0.21% 86
2024
Q4 		$1.78M Buy
15,590
+106
+0.7% +$12.7K 0.19% 87
2024
Q3 		$1.85M Buy
15,484
+217
+1% +$24.8K 0.23% 73
2024
Q2 		$1.67M Sell
15,267
-39
-0.3% -$4.26K 0.21% 79
2024
Q1 		$1.71M Sell
15,306
-528
-3% -$55.7K 0.23% 78
2023
Q4 		$1.63M Sell
15,834
-142
-0.9% -$13.7K 0.23% 73
2023
Q3 		$1.5M Sell
15,976
-154
-1% -$15.1K 0.23% 74
2023
Q2 		$1.58M Buy
16,130
+113
+0.7% +$10.7K 0.22% 73
2023
Q1 		$1.53M Buy
16,017
+431
+3% +$41.6K 0.23% 79
2022
Q4 		$1.48M Buy
15,586
+394
+3% +$37K 0.23% 78
2022
Q3 		$1.3M Buy
15,192
+186
+1% +$17.7K 0.22% 82
2022
Q2 		$1.37M Buy
15,006
+422
+3% +$41.8K 0.22% 74
2022
Q1 		$1.52M Buy
14,584
+1,067
+8% +$109K 0.21% 82
2021
Q4 		$1.43M Buy
13,517
+777
+6% +$79.3K 0.19% 83
2021
Q3 		$1.23M Buy
+12,740
New +$1.26M 0.18% 74

Other funds holding JPUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fort Point Capital Partners's JPUS Position: Q3 2025 in Review

Fort Point Capital Partners sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2025, closing a stake of 15,983 shares — an estimated $1.89M sold.

Fort Point Capital Partners first reported a position in JPUS in Q3 2021 and held it in 16 quarters. The position peaked at $1.89M in Q2 2025. 84 funds tracked by Wall St. Rank hold JPUS as of Q3 2025.

  • Fort Point Capital Partners reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 15,983 JPMorgan Diversified Return US Equity ETF shares in Q3 2025, an estimated $1.89M.
  • Fort Point Capital Partners first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's JPMorgan Diversified Return US Equity ETF position peaked at $1.89M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.