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

UBS 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	$17.2M	Sell	131,804 -181	-0.1%	-$23.7K	﹤0.01%	2762
2025 Q4	$16.4M	Buy	131,985 +545	+0.4%	+$67.3K	﹤0.01%	2778
2025 Q3	$16.3M	Sell	131,440 -3,387	-3%	-$411K	﹤0.01%	2788
2025 Q2	$15.9M	Buy	134,827 +5,135	+4%	+$585K	﹤0.01%	2617
2025 Q1	$14.9M	Sell	129,692 -548	-0.4%	-$63.7K	﹤0.01%	2631
2024 Q4	$14.9M	Buy	130,240 +446	+0.3%	+$53.3K	﹤0.01%	2654
2024 Q3	$15.5M	Sell	129,794 -7,110	-5%	-$813K	﹤0.01%	2030
2024 Q2	$14.9M	Sell	136,904 -173,451	-56%	-$18.9M	﹤0.01%	1909
2024 Q1	$34.8M	Sell	310,355 -20,020	-6%	-$2.11M	0.01%	1288
2023 Q4	$33.9M	Sell	330,375 -2,825	-0.8%	-$272K	0.01%	1224
2023 Q3	$31.3M	Sell	333,200 -4,861	-1%	-$477K	0.01%	1148
2023 Q2	$33.1M	Sell	338,061 -2,375	-0.7%	-$226K	0.01%	1073
2023 Q1	$32.6M	Sell	340,436 -9,188	-3%	-$886K	0.01%	1028
2022 Q4	$33.1M	Buy	349,624 +2,739	+0.8%	+$257K	0.01%	1065
2022 Q3	$29.7M	Buy	346,885 +8,878	+3%	+$843K	0.01%	1009
2022 Q2	$30.9M	Buy	338,007 +506	+0.1%	+$50.1K	0.01%	1045
2022 Q1	$35.3M	Sell	337,501 -22,127	-6%	-$2.26M	0.01%	1058
2021 Q4	$38.1M	Sell	359,628 -16,028	-4%	-$1.64M	0.01%	1126
2021 Q3	$36.1M	Buy	375,656 +5,362	+1%	+$529K	0.01%	1060
2021 Q2	$35.8M	Sell	370,294 -7,435	-2%	-$712K	0.01%	1054
2021 Q1	$34.5M	Buy	377,729 +3,612	+1%	+$316K	0.01%	1069
2020 Q4	$31.3M	Buy	374,117 +5,078	+1%	+$405K	0.01%	1061
2020 Q3	$27.3M	Sell	369,039 -4,547	-1%	-$335K	0.01%	979
2020 Q2	$25.9M	Sell	373,586 -114,874	-24%	-$7.65M	0.01%	941
2020 Q1	$28.6M	Sell	488,460 -63,734	-12%	-$4.67M	0.01%	801
2019 Q4	$44M	Sell	552,194 -67,495	-11%	-$5.21M	0.02%	846
2019 Q3	$47M	Buy	619,689 +13,551	+2%	+$1.02M	0.02%	727
2019 Q2	$45.4M	Buy	606,138 +25,824	+4%	+$1.91M	0.02%	717
2019 Q1	$42.5M	Buy	580,314 +6,261	+1%	+$443K	0.02%	720
2018 Q4	$37.2M	Buy	574,053 +26,790	+5%	+$1.87M	0.02%	742
2018 Q3	$40.8M	Sell	547,263 -162,754	-23%	-$12M	0.02%	774
2018 Q2	$50.4M	Sell	710,017 -6,739	-0.9%	-$476K	0.02%	649
2018 Q1	$50M	Buy	716,756 +6,806	+1%	+$485K	0.02%	639
2017 Q4	$50.1M	Buy	709,950 +126,759	+22%	+$8.8M	0.02%	672
2017 Q3	$39.2M	Buy	583,191 +399,951	+218%	+$26.4M	0.02%	721
2017 Q2	$12M	Buy	183,240 +22,539	+14%	+$1.45M	0.01%	1395
2017 Q1	$10.2M	Buy	160,701 +136,310	+559%	+$8.42M	0.01%	1484
2016 Q4	$1.44M	Buy	24,391 +1,473	+6%	+$85.9K	﹤0.01%	3218
2016 Q3	$1.34M	Buy	22,918 +22,808	+20,735%	+$1.34M	﹤0.01%	3191
2016 Q2	$6K	Buy	+110	New	+$6.16K	﹤0.01%	7037

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

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

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

UBS Group's JPUS Position: Q1 2026 in Review

UBS Group reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.14% in Q1 2026, selling an estimated $23.7K and leaving 131,804 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

UBS Group first reported a position in JPUS in Q2 2016 and has held it in 40 quarters since. The position peaked at $50.4M in Q2 2018. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

UBS Group held 131,804 shares of JPMorgan Diversified Return US Equity ETF worth $17.2M as of Q1 2026.
UBS Group sold 181 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $23.7K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2762 holding.
UBS Group first reported a position in JPMorgan Diversified Return US Equity ETF in Q2 2016 and has held it in 40 quarters since.
UBS Group's JPMorgan Diversified Return US Equity ETF position peaked at $50.4M in Q2 2018.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.