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 Q2	$1.89M	Buy	13,492 +2,980	+28%	+$407K	0.76%	37
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 $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

RHS Financial's JPUS Position: Q2 2026 in Review

RHS Financial increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 28% in Q2 2026, buying an estimated $407K and bringing the position to 13,492 shares worth $1.89M. The position accounts for 0.76% of the portfolio, ranked #37.

RHS Financial first reported a position in JPUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q2 2024. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

RHS Financial held 13,492 shares of JPMorgan Diversified Return US Equity ETF worth $1.89M as of Q2 2026.
RHS Financial bought 2,980 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $407K.
JPMorgan Diversified Return US Equity ETF made up 0.76% of RHS Financial's portfolio in Q2 2026, its #37 holding.
RHS Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and has held it in 15 quarters since.
RHS Financial's JPMorgan Diversified Return US Equity ETF position peaked at $2.25M in Q2 2024.
103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.