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JPMorgan Diversified Return U.S. Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return U.S. Equity ETF logo
$119.90 +0.79 (+0.66%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Equity ETF (NYSEARCA:JPUS)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$45.71M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$83.15M
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JPUS Institutional Buying and Selling by Quarter

JPMorgan Diversified Return U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025Ameritas Advisory Services LLC890$105K0.0%N/A0.028%
7/17/2025 LexAurum Advisors LLC9,300$1.10M0.2%-4.4%0.298%
7/17/2025 Clear Point Advisors Inc.8,454$999K0.8%-1.8%0.271%
7/17/2025 Sterneck Capital Management LLC84,758$10.02M5.1%+3.9%2.712%
7/16/2025 Independent Wealth Network Inc.12,644$1.49M0.5%+1.0%0.405%
7/16/2025 ST Germain D J Co. Inc.257,030$30.38M1.3%-41.1%8.225%
7/15/2025 Kelly Financial Group LLC4,863$575K0.1%+17.8%0.156%
7/11/2025 Farther Finance Advisors LLC11,709$1.38M0.0%+67.3%0.374%
7/10/2025 Wealth Enhancement Advisory Services LLC143,721$17.27M0.0%-21.5%4.592%
7/7/2025 Nova Wealth Management Inc.537$63K0.0%+141.9%0.017%
6/27/2025Goldman Sachs Group Inc.7,612$877K0.0%-33.9%0.244%
6/6/2025 Blue Oak Capital LLC2,596$299K0.2%-9.7%0.082%
5/28/2025Intrua Financial LLC2,630$303K0.0%-16.0%0.083%
5/19/2025Jane Street Group LLC12,283$1.42M0.0%+146.4%0.392%
5/16/2025Goldman Sachs Group Inc.7,612$877K0.0%-33.9%0.243%
5/16/2025Jones Financial Companies Lllp75,267$8.67M0.0%+356.4%2.405%
5/16/2025NewEdge Advisors LLC6,986$805K0.0%-20.6%0.223%
5/14/2025CreativeOne Wealth LLC3,634$419K0.0%+5.6%0.116%
5/13/2025Raymond James Financial Inc.37,837$4.36M0.0%-35.2%1.209%
5/13/2025Wealthedge Investment Advisors LLC5,266$607K0.3%-38.9%0.168%
5/12/2025Avant Capital LLC7,210$831K0.7%+7.5%0.230%
5/9/2025Planning Alternatives Ltd. ADV236,118$27.20M4.2%-55.1%7.544%
5/8/2025Foster & Motley Inc.3,648$420K0.0%-10.4%0.117%
5/8/2025North Star Asset Management Inc.2,000$230K0.0%-14.9%0.064%
5/8/2025Modera Wealth Management LLC296,837$34.20M0.5%-3.5%9.484%
5/7/2025LPL Financial LLC34,545$3.98M0.0%+53.8%1.104%
5/5/2025Private Advisor Group LLC5,410$623K0.0%-3.0%0.173%
5/2/2025 Independent Wealth Network Inc.12,524$1.44M0.6%+1.5%0.368%
5/2/2025Apollon Wealth Management LLC45,092$5.20M0.1%+12.9%1.326%
4/29/2025Envestnet Asset Management Inc.5,599$645K0.0%-3.2%0.165%
4/28/2025Bellevue Asset Management LLC4,641$535K0.3%-14.7%0.137%
4/28/2025 Arlington Trust Co LLC500$58K0.0%N/A0.015%
4/24/2025Etesian Wealth Advisors Inc.4,802$553K0.2%-6.6%0.141%
4/22/2025Cambridge Investment Research Advisors Inc.20,313$2.34M0.0%-2.7%0.597%
4/21/2025 Clear Point Advisors Inc.8,613$986K0.9%-5.7%0.253%
4/21/2025MN Wealth Advisors LLC19,099$2.20M1.3%-2.2%0.562%
4/17/2025RHS Financial LLC10,845$1.25M0.7%-12.8%0.319%
4/16/2025 Wealth Enhancement Advisory Services LLC183,077$21.09M0.0%+16.9%5.385%
4/16/2025 Kelly Financial Group LLC4,127$475K0.1%+103.8%0.121%
4/14/2025 Farther Finance Advisors LLC6,999$807K0.0%+1,441.6%0.206%
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4/9/2025 ST Germain D J Co. Inc.436,041$50.23M2.4%-1.9%12.352%
4/8/2025 Sterneck Capital Management LLC81,596$9.40M5.1%+1.3%2.312%
3/17/2025 Wealth Enhancement Advisory Services LLC156,648$17.88M0.0%-4.0%4.376%
3/12/2025Wealthedge Investment Advisors LLC8,616$983K0.4%N/A0.241%
2/24/2025Ameriflex Group Inc.373$44K0.0%N/A0.010%
2/18/2025Vise Technologies Inc.14,495$1.65M0.1%N/A0.364%
2/18/2025Continuum Advisory LLC1,571$179K0.0%-16.0%0.039%
2/17/2025Cetera Investment Advisers2,901$331K0.0%-4.0%0.073%
2/17/2025Captrust Financial Advisors204,772$23.37M0.1%-4.0%5.145%
2/17/2025Bank of America Corp DE263,175$30.03M0.0%+24.2%6.612%
2/17/2025Ameriprise Financial Inc.3,461$395K0.0%+4.3%0.087%
2/17/2025Ancora Advisors LLC1,011$115K0.0%-25.7%0.025%
2/17/2025Aptus Capital Advisors LLC1,492$170K0.0%-25.8%0.037%
2/14/2025Jane Street Group LLC4,985$569K0.0%-12.2%0.125%
2/14/2025Empire Financial Management Company LLC11,362$1.30M0.4%-2.2%0.285%
2/14/2025Susquehanna International Group LLP15,002$1.71M0.0%+35.8%0.377%
2/13/2025NewEdge Advisors LLC8,803$1.00M0.0%+307.7%0.221%
2/13/2025CreativeOne Wealth LLC3,442$393K0.0%-24.7%0.086%
2/13/2025Raymond James Financial Inc.58,369$6.66M0.0%N/A1.467%
2/13/2025Wells Fargo & Company MN21,841$2.49M0.0%-3.7%0.549%
2/12/2025JPMorgan Chase & Co.55,523$6.34M0.0%+0.6%1.395%
2/11/2025LPL Financial LLC22,461$2.56M0.0%-24.4%0.564%
2/10/2025Commonwealth Equity Services LLC17,025$1.94M0.0%-1.0%0.428%
2/7/2025HighTower Advisors LLC3,548$405K0.0%+2.8%0.089%
2/6/2025Bellevue Asset Management LLC5,440$621K0.3%-2.9%0.137%
2/6/2025One Capital Management LLC4,528$517K0.0%-4.1%0.114%
2/6/2025Raymond James Financial Inc.58,369$6.66M0.0%N/A1.467%
2/6/2025Patten Group Inc.3,764$430K0.1%+18.2%0.095%
2/6/2025Planning Alternatives Ltd. ADV526,199$60.05M9.2%+1.8%13.221%
2/6/2025Interactive Financial Advisors Inc.5,574$636K0.3%-3.3%0.140%
2/6/2025 Kelly Financial Group LLC2,025$231K0.1%N/A0.051%
2/6/2025Jones Financial Companies Lllp16,492$1.88M0.0%+96.3%0.414%
2/6/2025Modera Wealth Management LLC307,668$35.11M0.4%-3.9%7.730%
2/5/2025Private Trust Co. NA636$73K0.0%+1,530.8%0.016%
2/3/2025Concurrent Investment Advisors LLC21,953$2.51M0.1%N/A0.552%
2/3/2025Private Advisor Group LLC5,579$637K0.0%-4.5%0.140%
2/3/2025 Clear Point Advisors Inc.9,130$1.04M0.9%-3.4%0.229%
1/28/2025Apollon Wealth Management LLC39,926$4.56M0.1%+7.1%1.003%
1/27/2025Etesian Wealth Advisors Inc.5,143$587K0.3%-40.3%0.129%
1/24/2025HHM Wealth Advisors LLC22,291$2.54M0.3%-3.0%0.560%
1/24/2025RHS Financial LLC12,438$1.42M0.7%-26.2%0.313%
1/21/2025Geneos Wealth Management Inc.410$47K0.0%N/A0.010%
1/17/2025 Independent Wealth Network Inc.12,334$1.41M0.6%+20.0%0.310%
1/14/2025SignalPoint Asset Management LLC6,390$729K0.2%-1.4%0.161%
1/10/2025 ST Germain D J Co. Inc.444,688$50.74M2.3%-4.5%11.173%
1/8/2025 Sterneck Capital Management LLC80,568$9.19M5.0%-1.5%2.024%
12/26/2024JPMorgan Chase & Co.55,181$6.60M0.0%-3.0%1.386%
11/18/2024Empire Financial Management Company LLC11,621$1.39M0.4%-4.8%0.292%
11/15/2024Jane Street Group LLC5,677$679K0.0%-62.1%0.143%
11/15/2024Stifel Financial Corp1,680$201K0.0%N/A0.042%
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11/15/2024Integrated Wealth Concepts LLC2,093$250K0.0%N/A0.053%
11/15/2024HighTower Advisors LLC3,451$413K0.0%-16.4%0.087%
11/14/2024Captrust Financial Advisors213,253$25.52M0.1%-0.5%5.358%
11/14/2024CreativeOne Wealth LLC4,573$547K0.0%+10.4%0.115%
11/13/2024FMR LLC4,197$502K0.0%-6.0%0.105%
11/12/2024Nwam LLC3,865$463K0.0%N/A0.097%
11/12/2024Planning Alternatives Ltd. ADV516,873$61.86M9.4%+0.0%12.987%
11/5/2024Apollon Wealth Management LLC37,295$4.46M0.1%+2.7%0.937%
10/30/2024Foster & Motley Inc.4,136$495K0.0%-6.7%0.104%
10/24/2024Modera Wealth Management LLC320,109$38.31M0.5%-2.8%8.043%
(Data available from 1/1/2016 forward)

JPUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPUS shares?

During the previous two years, 81 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Equity ETF. The most heavily invested institutionals were Modera Wealth Management LLC ($34.20M), UBS Group AG ($33.94M), ST Germain D J Co. Inc. ($30.38M), Bank of America Corp DE ($30.03M), Planning Alternatives Ltd. ADV ($27.20M), Captrust Financial Advisors ($23.37M), and Wealth Enhancement Advisory Services LLC ($17.27M).Learn more on JPMorgan Diversified Return U.S. Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan Diversified Return U.S. Equity ETF's stock?

Of the 49 institutional investors that purchased JPMorgan Diversified Return U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ST Germain D J Co. Inc. ($615.59K), Raymond James Financial Inc. ($116.74K), Jones Financial Companies Lllp ($66.87K), Bank of America Corp DE ($51.23K), Wealth Enhancement Advisory Services LLC ($26.43K), Concurrent Investment Advisors LLC ($21.95K), and Planning Alternatives Ltd. ADV ($14.70K).

How much institutional buying is happening at JPMorgan Diversified Return U.S. Equity ETF?

Institutional investors have bought a total of 398,712 shares in the last 24 months. This purchase volume represents approximately $45.71M in transactions.

Which of JPMorgan Diversified Return U.S. Equity ETF's major shareholders have been selling company stock?

Of the 42 institutional investors that sold JPMorgan Diversified Return U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Planning Alternatives Ltd. ADV ($290.08K), ST Germain D J Co. Inc. ($223.10K), Wealth Enhancement Advisory Services LLC ($57.00K), Modera Wealth Management LLC ($41.12K), Raymond James Financial Inc. ($20.53K), Etesian Wealth Advisors Inc. ($14.82K), and Jane Street Group LLC ($9.99K).

How much institutional selling is happening at JPMorgan Diversified Return U.S. Equity ETF?

Institutional investors have sold a total of 715,430 shares in the last 24 months. This volume of shares sold represents approximately $83.15M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 7/22/2025 by MarketBeat.com Staff
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