HAP
JPUS

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

Harbor Asset Planning’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
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

DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM

Harbor Asset Planning's JPUS Position: Q2 2026 in Review

Harbor Asset Planning increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 0.51% in Q2 2026, buying an estimated $273 and bringing the position to 396 shares worth $55.6K. The position accounts for 0.04% of the portfolio, ranked #208.

Harbor Asset Planning first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Harbor Asset Planning held 396 shares of JPMorgan Diversified Return US Equity ETF worth $55.6K as of Q2 2026.
  • Harbor Asset Planning bought 2 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $273.
  • JPMorgan Diversified Return US Equity ETF made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #208 holding.
  • Harbor Asset Planning first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.