JP Morgan Chase
APUE icon

JP Morgan Chase’s ActivePassive US Equity ETF APUE Stock Holding History

JP Morgan Chase’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Buy
10,091
+7,149
+243% +$298K ﹤0.01% 5159
2025
Q4 		$123K Sell
2,942
-842
-22% -$34.8K ﹤0.01% 5779
2025
Q3 		$154K Buy
+3,784
New +$148K ﹤0.01% 5657
2023
Q3 		– Sell
-63
Closed -$1.7K – 7444
2023
Q2 		$1.7K Buy
+63
New +$1.62K ﹤0.01% 6373

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

JP Morgan Chase's APUE Position: Q1 2026 in Review

JP Morgan Chase increased its ActivePassive US Equity ETF (APUE) stake by 243% in Q1 2026, buying an estimated $298K and bringing the position to 10,091 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #5159.

JP Morgan Chase first reported a position in APUE in Q2 2023 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • JP Morgan Chase held 10,091 shares of ActivePassive US Equity ETF worth $393K as of Q1 2026.
  • JP Morgan Chase bought 7,149 ActivePassive US Equity ETF shares in Q1 2026, an estimated $298K.
  • ActivePassive US Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5159 holding.
  • JP Morgan Chase first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.