Jeff Yass’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Jeff Yass’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
2024 Q2	–	Sell	-4,000	Closed	-$448K	–	12669
2024 Q1	$448K	Sell	4,000 -700	-15%	-$73.9K	﹤0.01%	8775
2023 Q4	$483K	Buy	+4,700	New	+$453K	﹤0.01%	8746
2020 Q4	–	Sell	-2,900	Closed	-$214K	–	11386
2020 Q3	$214K	Buy	+2,900	New	+$214K	﹤0.01%	9348
2018 Q1	–	Sell	-3,500	Closed	-$247K	–	9754
2017 Q4	$247K	Buy	+3,500	New	+$243K	﹤0.01%	7903

Other funds holding JPUS

MWM

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Jeff Yass's JPUS Position: Q2 2026 in Review

Jeff Yass increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 81% in Q2 2026, buying an estimated $418K and bringing the position to 6,816 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #8323.

Jeff Yass first reported a position in JPUS in Q3 2017 and has held it in 33 quarters since. The position peaked at $5.4M in Q4 2021. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Jeff Yass held 6,816 shares of JPMorgan Diversified Return US Equity ETF worth $956K as of Q2 2026.
Jeff Yass bought 3,059 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $418K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8323 holding.
Jeff Yass first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2017 and has held it in 33 quarters since.
Jeff Yass's JPMorgan Diversified Return US Equity ETF position peaked at $5.4M in Q4 2021.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.