Patten Group’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Patten Group’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	$945K	Buy	7,256 +2,391	+49%	+$314K	0.16%	146
2025 Q4	$603K	Sell	4,865 -662	-12%	-$81.8K	0.11%	174
2025 Q3	$685K	Buy	5,527 +649	+13%	+$78.7K	0.13%	157
2025 Q2	$577K	Buy	4,878 +1,114	+30%	+$127K	0.12%	161
2025 Q1	$434K	Hold	3,764	–	–	0.1%	187
2024 Q4	$430K	Buy	3,764 +580	+18%	+$69.3K	0.1%	190
2024 Q3	$381K	Sell	3,184 -190	-6%	-$21.7K	0.08%	203
2024 Q2	$368K	Buy	3,374 +30	+0.9%	+$3.28K	0.09%	198
2024 Q1	$375K	Sell	3,344 -11,509	-77%	-$1.21M	0.09%	196
2023 Q4	$1.53M	Buy	14,853 +1,858	+14%	+$179K	0.41%	69
2023 Q3	$1.22M	Buy	12,995 +1,251	+11%	+$123K	0.36%	80
2023 Q2	$1.15M	Buy	11,744 +3,686	+46%	+$350K	0.17%	91
2023 Q1	$770K	Sell	8,058 -2,878	-26%	-$278K	0.23%	128
2022 Q4	$1.04M	Buy	10,936 +4,381	+67%	+$411K	0.33%	95
2022 Q3	$570K	Buy	+6,555	New	+$622K	0.2%	137

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

Patten Group's JPUS Position: Q1 2026 in Review

Patten Group increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 49% in Q1 2026, buying an estimated $314K and bringing the position to 7,256 shares worth $945K. The position accounts for 0.16% of the portfolio, ranked #146.

Patten Group first reported a position in JPUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2023. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Patten Group held 7,256 shares of JPMorgan Diversified Return US Equity ETF worth $945K as of Q1 2026.
Patten Group bought 2,391 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $314K.
JPMorgan Diversified Return US Equity ETF made up 0.16% of Patten Group's portfolio in Q1 2026, its #146 holding.
Patten Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and has held it in 15 quarters since.
Patten Group's JPMorgan Diversified Return US Equity ETF position peaked at $1.53M in Q4 2023.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.