Raymond James Financial’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Raymond James Financial’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 Q1	$5.9M	Buy	45,304 +546	+1%	+$71.6K	﹤0.01%	2460
2025 Q4	$5.55M	Buy	44,758 +3,501	+8%	+$433K	﹤0.01%	2435
2025 Q3	$5.11M	Buy	41,257 +189	+0.5%	+$22.9K	﹤0.01%	2436
2025 Q2	$4.85M	Buy	41,068 +3,231	+9%	+$368K	﹤0.01%	2399
2025 Q1	$4.36M	Sell	37,837 -20,532	-35%	-$2.39M	﹤0.01%	2429
2024 Q4	$6.66M	Buy	+58,369	New	+$6.97M	﹤0.01%	2138

Other funds holding JPUS

MWM

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

DJSG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's JPUS Position: Q1 2026 in Review

Raymond James Financial increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.2% in Q1 2026, buying an estimated $71.6K and bringing the position to 45,304 shares worth $5.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Raymond James Financial first reported a position in JPUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.66M in Q4 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

Raymond James Financial held 45,304 shares of JPMorgan Diversified Return US Equity ETF worth $5.9M as of Q1 2026.
Raymond James Financial bought 546 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $71.6K.
JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2460 holding.
Raymond James Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's JPMorgan Diversified Return US Equity ETF position peaked at $6.66M in Q4 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.