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
Q2 		$613K Buy
13,363
+3,272
+32% +$146K ﹤0.01% 4964
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 $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase's APUE Position: Q2 2026 in Review

JP Morgan Chase increased its ActivePassive US Equity ETF (APUE) stake by 32% in Q2 2026, buying an estimated $146K and bringing the position to 13,363 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #4964.

JP Morgan Chase first reported a position in APUE in Q2 2023 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold APUE as of Q2 2026.

  • JP Morgan Chase held 13,363 shares of ActivePassive US Equity ETF worth $613K as of Q2 2026.
  • JP Morgan Chase bought 3,272 ActivePassive US Equity ETF shares in Q2 2026, an estimated $146K.
  • ActivePassive US Equity ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4964 holding.
  • JP Morgan Chase first reported a position in ActivePassive US Equity ETF in Q2 2023 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.