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 Q3	$5.4M	Buy	39,812 +26,320	+195%	+$3.73M	1.83%	17
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Patten Group Chattanooga, Tennessee $649M AUM 23.02% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

RHS Financial's JPUS Position: Q3 2026 in Review

RHS Financial increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 195% in Q3 2026, buying an estimated $3.73M and bringing the position to 39,812 shares worth $5.4M. The position accounts for 1.83% of the portfolio, ranked #17.

RHS Financial first reported a position in JPUS in Q4 2022 and has held it in 16 quarters since. 25 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

RHS Financial held 39,812 shares of JPMorgan Diversified Return US Equity ETF worth $5.4M as of Q3 2026.
RHS Financial bought 26,320 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $3.73M.
JPMorgan Diversified Return US Equity ETF made up 1.83% of RHS Financial's portfolio in Q3 2026, its #17 holding.
RHS Financial first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2022 and has held it in 16 quarters since.
25 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.