TFS
JPUS

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
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

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

Targeted Financial Services's JPUS Position: Q2 2026 in Review

Targeted Financial Services reduced its JPMorgan Diversified Return US Equity ETF (JPUS) stake by 1.4% in Q2 2026, selling an estimated $7.92K and leaving 4,211 shares worth $591K. The position accounts for 0.44% of the portfolio, ranked #33.

Targeted Financial Services first reported a position in JPUS in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold JPUS as of Q2 2026.

  • Targeted Financial Services held 4,211 shares of JPMorgan Diversified Return US Equity ETF worth $591K as of Q2 2026.
  • Targeted Financial Services sold 58 JPMorgan Diversified Return US Equity ETF shares in Q2 2026, an estimated $7.92K.
  • JPMorgan Diversified Return US Equity ETF made up 0.44% of Targeted Financial Services's portfolio in Q2 2026, its #33 holding.
  • Targeted Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.