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

MAI 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	$164K	Buy	1,257 +1	+0.1%	+$131	﹤0.01%	1564
2025 Q4	$156K	Buy	1,256 +3	+0.2%	+$371	﹤0.01%	1414
2025 Q3	$155K	Buy	1,253 +1	+0.1%	+$121	﹤0.01%	1362
2025 Q2	$148K	Buy	1,252 +2	+0.2%	+$228	﹤0.01%	1314
2025 Q1	$144K	Buy	1,250 +1	+0.1%	+$116	﹤0.01%	1253
2024 Q4	$142K	Buy	+1,249	New	+$149K	﹤0.01%	1278
2024 Q3	–	Sell	-2,070	Closed	-$226K	–	1182
2024 Q2	$226K	Buy	2,070 +2	+0.1%	+$218	﹤0.01%	1101
2024 Q1	$232K	Buy	2,068 +1	+0%	+$106	﹤0.01%	1074
2023 Q4	$212K	Buy	+2,067	New	+$199K	﹤0.01%	1000
2023 Q3	–	Sell	-2,064	Closed	-$202K	–	1095
2023 Q2	$202K	Buy	+2,064	New	+$196K	﹤0.01%	963

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 $2.53B AUM 17.43% 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

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

MAI Capital Management increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.08% in Q1 2026, buying an estimated $131 and bringing the position to 1,257 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

MAI Capital Management first reported a position in JPUS in Q2 2023 and has held it in 10 quarters since. The position peaked at $232K in Q1 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

MAI Capital Management held 1,257 shares of JPMorgan Diversified Return US Equity ETF worth $164K as of Q1 2026.
MAI Capital Management bought 1 JPMorgan Diversified Return US Equity ETF share in Q1 2026, an estimated $131.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1564 holding.
MAI Capital Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2023 and has held it in 10 quarters since.
MAI Capital Management's JPMorgan Diversified Return US Equity ETF position peaked at $232K in Q1 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.