Ownership history in RHS Financial, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which RHS Financial, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RHS Financial, LLC underperformed the S&P 500 by β8.4% annually on this JPUS position. Timing score: 45% (5/11 decisions correct). Average cost basis: $96.04. Maximum drawdown during holding period: β4.0%.
β Significantly underperformed the S&P 500 by 8.4% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $89.65 (2023 Q1) Β· Worst: $123.95 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.66% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size