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

RHS 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	$1.37M	Sell	10,512 -330	-3%	-$43.3K	0.65%	39
2025 Q4	$1.34M	Buy	10,842 +168	+2%	+$20.8K	0.66%	40
2025 Q3	$1.32M	Sell	10,674 -213	-2%	-$25.8K	0.69%	41
2025 Q2	$1.29M	Buy	10,887 +42	+0.4%	+$4.78K	0.73%	38
2025 Q1	$1.25M	Sell	10,845 -1,593	-13%	-$185K	0.7%	43
2024 Q4	$1.42M	Sell	12,438 -4,413	-26%	-$527K	0.73%	41
2024 Q3	$2.02M	Sell	16,851 -3,758	-18%	-$430K	1.02%	31
2024 Q2	$2.25M	Buy	20,609 +2,256	+12%	+$246K	1.38%	23
2024 Q1	$2.06M	Buy	18,353 +1,128	+7%	+$119K	1.2%	23
2023 Q4	$1.77M	Buy	17,225 +3,239	+23%	+$312K	1.12%	23
2023 Q3	$1.31M	Sell	13,986 -252	-2%	-$24.7K	0.92%	30
2023 Q2	$1.39M	Buy	14,238 +8,770	+160%	+$834K	1.02%	30
2023 Q1	$523K	Buy	5,468 +2,083	+62%	+$201K	0.4%	59
2022 Q4	$321K	Buy	+3,385	New	+$318K	0.26%	68

Other funds holding JPUS

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 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 $2.39B AUM 28.86% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RHS Financial's JPUS Position: Q1 2026 in Review

RHS Financial reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 3% in Q1 2026, selling an estimated $43.3K and leaving 10,512 shares worth $1.37M. The position accounts for 0.65% of the portfolio, ranked #39.

RHS Financial first reported a position in JPUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2024. 91 funds tracked by Wall St. Rank hold JPUS as of Q1 2026.

RHS Financial held 10,512 shares of JPMorgan Diversified Return US Equity ETF worth $1.37M as of Q1 2026.
RHS Financial sold 330 JPMorgan Diversified Return US Equity ETF shares in Q1 2026, an estimated $43.3K.
JPMorgan Diversified Return US Equity ETF made up 0.65% of RHS Financial's portfolio in Q1 2026, its #39 holding.
RHS Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and has held it in 14 quarters since.
RHS Financial's JPMorgan Diversified Return US Equity ETF position peaked at $2.25M in Q2 2024.
91 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.