Berkeley Inc’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Berkeley Inc’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	$3.54M	Buy	+26,119	New	+$3.71M	1.09%	30

Other funds holding JPUS

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

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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Berkeley Inc's JPUS Position: Q3 2026 in Review

Berkeley Inc opened a new position in JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2026: 26,119 shares worth $3.54M. The stake represents 1.09% of the portfolio and ranks #30 among its holdings.

16 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Berkeley Inc held 26,119 shares of JPMorgan Diversified Return US Equity ETF worth $3.54M as of Q3 2026.
JPMorgan Diversified Return US Equity ETF was a new Berkeley Inc position in Q3 2026.
JPMorgan Diversified Return US Equity ETF made up 1.09% of Berkeley Inc's portfolio in Q3 2026, its #30 holding.
16 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.