JY
JPUS

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
2018
Q1 		– Sell
-9,700
Closed -$684K – 9755
2017
Q4 		$684K Buy
9,700
+3,500
+56% +$243K ﹤0.01% 6000
2017
Q3 		$417K Buy
+6,200
New +$409K ﹤0.01% 6831

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

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.