Morgan Stanley’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Morgan Stanley’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	$6.83M	Buy	52,455 +1,627	+3%	+$213K	﹤0.01%	3889
2025 Q4	$6.3M	Buy	50,828 +4,335	+9%	+$536K	﹤0.01%	4001
2025 Q3	$5.76M	Buy	46,493 +843	+2%	+$102K	﹤0.01%	4032
2025 Q2	$5.4M	Buy	45,650 +2,022	+5%	+$230K	﹤0.01%	4008
2025 Q1	$5.03M	Buy	43,628 +1,218	+3%	+$142K	﹤0.01%	3922
2024 Q4	$4.84M	Buy	42,410 +1,426	+3%	+$170K	﹤0.01%	4029
2024 Q3	$4.9M	Buy	40,984 +123	+0.3%	+$14.1K	﹤0.01%	3971
2024 Q2	$4.46M	Sell	40,861 -6,758	-14%	-$738K	﹤0.01%	3983
2024 Q1	$5.33M	Sell	47,619 -116,011	-71%	-$12.2M	﹤0.01%	3867
2023 Q4	$16.8M	Sell	163,630 -22,852	-12%	-$2.2M	﹤0.01%	3494
2023 Q3	$17.5M	Buy	186,482 +535	+0.3%	+$52.5K	﹤0.01%	2606
2023 Q2	$18.2M	Sell	185,947 -6,130	-3%	-$583K	﹤0.01%	2570
2023 Q1	$18.4M	Sell	192,077 -2,196	-1%	-$212K	﹤0.01%	2521
2022 Q4	$18.4M	Sell	194,273 -30,647	-14%	-$2.88M	﹤0.01%	2427
2022 Q3	$19.2M	Buy	224,920 +5,813	+3%	+$552K	﹤0.01%	2231
2022 Q2	$20.1M	Buy	219,107 +1,061	+0.5%	+$105K	﹤0.01%	2294
2022 Q1	$22.8M	Buy	218,046 +4,301	+2%	+$439K	﹤0.01%	1979
2021 Q4	$22.7M	Sell	213,745 -19,080	-8%	-$1.95M	﹤0.01%	2021
2021 Q3	$22.4M	Buy	232,825 +350	+0.2%	+$34.5K	﹤0.01%	1971
2021 Q2	$22.5M	Sell	232,475 -2,056	-0.9%	-$197K	﹤0.01%	2024
2021 Q1	$21.4M	Buy	234,531 +40,110	+21%	+$3.51M	﹤0.01%	1843
2020 Q4	$16.3M	Sell	194,421 -4,021	-2%	-$321K	﹤0.01%	2016
2020 Q3	$14.7M	Sell	198,442 -14,551	-7%	-$1.07M	﹤0.01%	1703
2020 Q2	$14.8M	Sell	212,993 -30,441	-13%	-$2.03M	﹤0.01%	1635
2020 Q1	$14.3M	Sell	243,434 -131	-0.1%	-$9.61K	﹤0.01%	1516
2019 Q4	$19.4M	Buy	243,565 +9,957	+4%	+$769K	﹤0.01%	1683
2019 Q3	$17.7M	Buy	233,608 +10,400	+5%	+$781K	﹤0.01%	1586
2019 Q2	$16.7M	Sell	223,208 -79,350	-26%	-$5.86M	﹤0.01%	1637
2019 Q1	$22.1M	Buy	302,558 +1,095	+0.4%	+$77.4K	0.01%	1364
2018 Q4	$19.6M	Buy	301,463 +101,043	+50%	+$7.05M	0.01%	1483
2018 Q3	$14.9M	Sell	200,420 -34,837	-15%	-$2.57M	﹤0.01%	1971
2018 Q2	$16.7M	Buy	235,257 +11,153	+5%	+$788K	﹤0.01%	1811
2018 Q1	$15.6M	Buy	224,104 +12,492	+6%	+$890K	﹤0.01%	1904
2017 Q4	$14.9M	Buy	211,612 +77,637	+58%	+$5.39M	﹤0.01%	1965
2017 Q3	$9.02M	Buy	133,975 +60,240	+82%	+$3.97M	﹤0.01%	2384
2017 Q2	$4.82M	Buy	73,735 +9,879	+15%	+$635K	﹤0.01%	2880
2017 Q1	$4.03M	Buy	+63,856	New	+$3.94M	﹤0.01%	3086

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley's JPUS Position: Q1 2026 in Review

Morgan Stanley increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3.2% in Q1 2026, buying an estimated $213K and bringing the position to 52,455 shares worth $6.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

Morgan Stanley first reported a position in JPUS in Q1 2017 and has held it in 37 quarters since. The position peaked at $22.8M in Q1 2022. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Morgan Stanley held 52,455 shares of JPMorgan Diversified Return US Equity ETF worth $6.83M as of Q1 2026.
Morgan Stanley bought 1,627 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $213K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3889 holding.
Morgan Stanley first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2017 and has held it in 37 quarters since.
Morgan Stanley's JPMorgan Diversified Return US Equity ETF position peaked at $22.8M in Q1 2022.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.