Harbor Asset Planning’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$54.1K Buy
398
+2
+0.5% +$284 0.04% 214
2026
Q2
$55.6K Buy
396
+2
+0.5% +$273 0.04% 208
2026
Q1
$51.4K Buy
394
+1
+0.3% +$131 0.04% 206
2025
Q4
$48.7K Buy
+393
New +$48.6K 0.04% 197

Other funds holding JPUS

Harbor Asset Planning's JPUS Position: Q3 2026 in Review

Harbor Asset Planning increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.51% in Q3 2026, buying an estimated $284 and bringing the position to 398 shares worth $54.1K. The position accounts for 0.04% of the portfolio, ranked #214.

Harbor Asset Planning first reported a position in JPUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $55.6K in Q2 2026. 56 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

  • Harbor Asset Planning held 398 shares of JPMorgan Diversified Return US Equity ETF worth $54.1K as of Q3 2026.
  • Harbor Asset Planning bought 2 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $284.
  • JPMorgan Diversified Return US Equity ETF made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #214 holding.
  • Harbor Asset Planning first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Harbor Asset Planning's JPMorgan Diversified Return US Equity ETF position peaked at $55.6K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.