Harbour Investments’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Harbour Investments’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	$19.2K	Hold	137	–	–	﹤0.01%	2978
2026 Q1	$17.8K	Hold	137	–	–	﹤0.01%	2959
2025 Q4	$17K	Hold	137	–	–	﹤0.01%	2490
2025 Q3	$17K	Sell	137 -14	-9%	-$1.7K	﹤0.01%	2438
2025 Q2	$17.8K	Buy	151 +100	+196%	+$11.4K	﹤0.01%	2285
2025 Q1	$5.88K	Sell	51 -13	-20%	-$1.51K	﹤0.01%	2762
2024 Q4	$7.31K	Hold	64	–	–	﹤0.01%	2592
2024 Q3	$7.61K	Buy	64 +1	+2%	+$114	﹤0.01%	2473
2024 Q2	$6.91K	Sell	63 -161	-72%	-$17.6K	﹤0.01%	2405
2024 Q1	$25.1K	Hold	224	–	–	﹤0.01%	1841
2023 Q4	$23K	Sell	224 -242	-52%	-$23.3K	﹤0.01%	1817
2023 Q3	$43.8K	Buy	466 +3	+0.6%	+$294	﹤0.01%	1410
2023 Q2	$45.3K	Buy	463 +2	+0.4%	+$190	﹤0.01%	1408
2023 Q1	$44K	Buy	461 +2	+0.4%	+$193	﹤0.01%	1411
2022 Q4	$43.5K	Buy	459 +86	+23%	+$8.08K	﹤0.01%	1358
2022 Q3	$34K	Hold	373	–	–	﹤0.01%	1420
2022 Q2	$34K	Buy	+373	New	+$36.9K	﹤0.01%	1420
2021 Q4	–	Sell	-18	Closed	-$2K	–	3181
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	3322
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	3392
2021 Q1	$2K	Buy	+18	New	+$1.57K	﹤0.01%	3231

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Harbour Investments's JPUS Position: Q2 2026 in Review

Harbour Investments held its JPMorgan Diversified Return US Equity ETF (JPUS) position steady in Q2 2026 at 137 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2978.

Harbour Investments first reported a position in JPUS in Q1 2021 and has held it in 20 quarters since. The position peaked at $45.3K in Q2 2023. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

Harbour Investments held 137 shares of JPMorgan Diversified Return US Equity ETF worth $19.2K as of Q2 2026.
Harbour Investments left its JPMorgan Diversified Return US Equity ETF share count unchanged in Q2 2026.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2978 holding.
Harbour Investments first reported a position in JPMorgan Diversified Return US Equity ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's JPMorgan Diversified Return US Equity ETF position peaked at $45.3K in Q2 2023.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.