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 Q3	$824K	Buy	6,070 +134	+2%	+$19K	0.13%	168
2026 Q2	$832K	Sell	5,936 -1,320	-18%	-$180K	0.13%	173
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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Patten Group's JPUS Position: Q3 2026 in Review

Patten Group increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 2.3% in Q3 2026, buying an estimated $19K and bringing the position to 6,070 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #168.

Patten Group first reported a position in JPUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.53M in Q4 2023. 71 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Patten Group held 6,070 shares of JPMorgan Diversified Return US Equity ETF worth $824K as of Q3 2026.
Patten Group bought 134 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $19K.
JPMorgan Diversified Return US Equity ETF made up 0.13% of Patten Group's portfolio in Q3 2026, its #168 holding.
Patten Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2022 and has held it in 17 quarters since.
Patten Group's JPMorgan Diversified Return US Equity ETF position peaked at $1.53M in Q4 2023.
71 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.