Kathmere Capital Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Kathmere Capital Management’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
2026 Q1	$364K	Hold	2,797	–	–	0.02%	420
2025 Q4	$347K	Hold	2,797	–	–	0.02%	393
2025 Q3	$347K	Hold	2,797	–	–	0.02%	358
2025 Q2	$331K	Hold	2,797	–	–	0.03%	351
2025 Q1	$322K	Hold	2,797	–	–	0.03%	310
2024 Q4	$319K	Hold	2,797	–	–	0.03%	302
2024 Q3	$335K	Hold	2,797	–	–	0.03%	275
2024 Q2	$305K	Hold	2,797	–	–	0.03%	253
2024 Q1	$313K	Hold	2,797	–	–	0.04%	224
2023 Q4	$287K	Hold	2,797	–	–	0.04%	212
2023 Q3	$263K	Hold	2,797	–	–	0.04%	209
2023 Q2	$273K	Hold	2,797	–	–	0.04%	182
2023 Q1	$267K	Hold	2,797	–	–	0.04%	164
2022 Q4	$265K	Hold	2,797	–	–	0.05%	157
2022 Q3	$239K	Hold	2,797	–	–	0.05%	141
2022 Q2	$256K	Hold	2,797	–	–	0.05%	141
2022 Q1	$292K	Hold	2,797	–	–	0.05%	131
2021 Q4	$297K	Hold	2,797	–	–	0.05%	108
2021 Q3	$269K	Hold	2,797	–	–	0.05%	124
2021 Q2	$271K	Hold	2,797	–	–	0.05%	115
2021 Q1	$255K	Hold	2,797	–	–	0.05%	117
2020 Q4	$234K	Sell	2,797 -688	-20%	-$54.8K	0.05%	112
2020 Q3	$258K	Hold	3,485	–	–	0.06%	90
2020 Q2	$242K	Hold	3,485	–	–	0.07%	94
2020 Q1	$204K	Buy	+3,485	New	+$256K	0.07%	75

Other funds holding JPUS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathmere Capital Management's JPUS Position: Q1 2026 in Review

Kathmere Capital Management held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q1 2026 at 2,797 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #420.

Kathmere Capital Management first reported a position in JPUS in Q1 2020 and has held it in 25 quarters since. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Kathmere Capital Management held 2,797 shares of JPMorgan Diversified Return US Equity ETF worth $364K as of Q1 2026.
Kathmere Capital Management left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q1 2026.
JPMorgan Diversified Return US Equity ETF made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #420 holding.
Kathmere Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2020 and has held it in 25 quarters since.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.