Raymond James Financial
JPUS

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
Q2 		$6.88M Buy
49,071
+3,767
+8% +$515K ﹤0.01% 2478
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
CAPTRUST Financial Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UBS Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial's JPUS Position: Q2 2026 in Review

Raymond James Financial increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 8.3% in Q2 2026, buying an estimated $515K and bringing the position to 49,071 shares worth $6.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Raymond James Financial first reported a position in JPUS in Q4 2024 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Raymond James Financial held 49,071 shares of JPMorgan Diversified Return US Equity ETF worth $6.88M as of Q2 2026.
  • Raymond James Financial bought 3,767 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $515K.
  • JPMorgan Diversified Return US Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2478 holding.
  • Raymond James Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.