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Farther Finance Advisors’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Farther Finance Advisors’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 		$1.52M Sell
11,172
-108
-1% -$15.3K 0.01% 910
2026
Q2 		$1.58M Sell
11,280
-171
-1% -$23.4K 0.01% 849
2026
Q1 		$1.5M Sell
11,451
-196
-2% -$25.7K 0.01% 775
2025
Q4 		$1.44M Buy
11,647
+482
+4% +$59.5K 0.02% 719
2025
Q3 		$1.38M Sell
11,165
-544
-5% -$66K 0.02% 587
2025
Q2 		$1.38M Buy
11,709
+4,710
+67% +$536K 0.03% 478
2025
Q1 		$807K Buy
6,999
+6,545
+1,442% +$761K 0.02% 593
2024
Q4 		$51.8K Hold
454
– – ﹤0.01% 1646
2024
Q3 		$54.3K Hold
454
– – ﹤0.01% 1598
2024
Q2 		$49.3K Buy
454
+240
+112% +$26.2K ﹤0.01% 1425
2024
Q1 		$23.8K Hold
214
– – ﹤0.01% 1432
2023
Q4 		$22K Sell
214
-29
-12% -$2.79K ﹤0.01% 1308
2023
Q3 		$22.8K Buy
+243
New +$23.8K ﹤0.01% 1048

Other funds holding JPUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Farther Finance Advisors's JPUS Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.96% in Q3 2026, selling an estimated $15.3K and leaving 11,172 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #910.

Farther Finance Advisors first reported a position in JPUS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.58M in Q2 2026. 9 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

  • Farther Finance Advisors held 11,172 shares of JPMorgan Diversified Return US Equity ETF worth $1.52M as of Q3 2026.
  • Farther Finance Advisors sold 108 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $15.3K.
  • JPMorgan Diversified Return US Equity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #910 holding.
  • Farther Finance Advisors first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's JPMorgan Diversified Return US Equity ETF position peaked at $1.58M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.