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

Targeted Financial Services’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	$578K	Buy	4,262 +51	+1%	+$7.23K	0.42%	35
2026 Q2	$591K	Sell	4,211 -58	-1%	-$7.92K	0.44%	33
2026 Q1	$556K	Buy	4,269 +839	+24%	+$110K	0.46%	29
2025 Q4	$425K	Buy	+3,430	New	+$424K	0.37%	32

Other funds holding JPUS

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

RHS Financial San Francisco, California $296M AUM 17.24% 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

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

LexAurum Advisors Overland Park, Kansas $893M AUM

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

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Targeted Financial Services's JPUS Position: Q3 2026 in Review

Targeted Financial Services increased its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.2% in Q3 2026, buying an estimated $7.23K and bringing the position to 4,262 shares worth $578K. The position accounts for 0.42% of the portfolio, ranked #35.

Targeted Financial Services first reported a position in JPUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $591K in Q2 2026. 20 funds tracked by Wall St. Rank hold JPUS as of Q3 2026.

Targeted Financial Services held 4,262 shares of JPMorgan Diversified Return US Equity ETF worth $578K as of Q3 2026.
Targeted Financial Services bought 51 JPMorgan Diversified Return US Equity ETF shares in Q3 2026, an estimated $7.23K.
JPMorgan Diversified Return US Equity ETF made up 0.42% of Targeted Financial Services's portfolio in Q3 2026, its #35 holding.
Targeted Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 4 quarters since.
Targeted Financial Services's JPMorgan Diversified Return US Equity ETF position peaked at $591K in Q2 2026.
20 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2026.

Based on Targeted Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.