MCM
JPUS

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return