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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return US Equity ETF logo
$113.95 +1.38 (+1.23%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$36.49M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$23.45M
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JPUS Institutional Buying and Selling by Quarter

JPMorgan Diversified Return US Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Independent Wealth Network Inc.12,524$1.44M0.6%+1.5%0.368%
5/2/2025 Apollon Wealth Management LLC45,092$5.20M0.1%+12.9%1.326%
4/29/2025 Envestnet Asset Management Inc.5,599$645K0.0%-3.2%0.165%
4/28/2025 Bellevue Asset Management LLC4,641$535K0.3%-14.7%0.137%
4/28/2025 Arlington Trust Co LLC500$58K0.0%N/A0.015%
4/24/2025 Etesian Wealth Advisors Inc.4,802$553K0.2%-6.6%0.141%
4/22/2025 Cambridge 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%
4/21/2025 MN Wealth Advisors LLC19,099$2.20M1.3%-2.2%0.562%
4/17/2025 RHS 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%
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%
2/18/2025 Continuum 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%
2/6/2025 Bellevue 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%
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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%
2/6/2025 Interactive 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%
2/5/2025 Private Trust Co. NA636$73K0.0%+1,530.8%0.016%
2/3/2025 Concurrent 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%
1/28/2025 Apollon Wealth Management LLC39,926$4.56M0.1%+7.1%1.003%
1/27/2025 Etesian 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%
1/24/2025 RHS 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%
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%
11/5/2024 Apollon 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%
10/24/2024 Wealth Enhancement Advisory Services LLC163,253$19.54M0.0%-6.3%4.102%
10/18/2024 Etesian Wealth Advisors Inc.8,617$1.03M0.5%-47.4%0.217%
10/18/2024 ST Germain D J Co. Inc.465,682$55.73M2.6%-3.0%11.701%
10/17/2024 LexAurum Advisors LLC9,781$1.17M0.3%-5.3%0.246%
10/16/2024 MN Wealth Advisors LLC19,569$2.34M1.3%-4.8%0.492%
10/9/2024Patten Group Inc.3,184$381K0.1%-5.6%0.080%
10/3/2024 Sterneck Capital Management LLC81,810$9.79M5.3%+3.5%2.056%
8/19/2024B. Riley Wealth Advisors Inc.2,075$227K0.0%N/A0.052%
8/15/2024AQR Capital Management LLC6,082$664K0.0%-6.1%0.153%
8/14/2024 Clear Point Advisors Inc.9,560$1.04M0.9%-4.6%0.240%
8/8/2024HHM Wealth Advisors LLC23,980$2.62M0.4%-10.4%0.603%
8/5/2024Private Advisor Group LLC5,841$638K0.0%-10.6%0.147%
7/31/2024Commonwealth Equity Services LLC19,118$2.09M0.0%+2.0%0.480%
7/29/2024Modera Wealth Management LLC329,215$35.95M0.5%-2.6%8.272%
7/27/2024 Sterneck Capital Management LLC79,038$8.63M4.9%+3.7%1.986%
7/26/2024 Cambridge Investment Research Advisors Inc.20,927$2.29M0.0%-7.9%0.526%
7/25/2024Planning Alternatives Ltd. ADV516,746$56.42M9.1%+0.1%12.984%
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7/25/2024 Etesian Wealth Advisors Inc.16,380$1.79M1.0%-16.5%0.412%
7/20/2024 Apollon Wealth Management LLC36,318$3.97M0.1%+12.7%0.913%
7/16/2024 RHS Financial LLC20,609$2.25M1.4%+12.3%0.518%
7/16/2024 Wealth Enhancement Advisory Services LLC174,294$19.03M0.0%-7.3%4.379%
7/10/2024 Albion Financial Group UT3,200$349K0.0%N/A0.080%
7/10/2024 CWM LLC982$107K0.0%-14.4%0.025%
7/8/2024 ST Germain D J Co. Inc.480,132$52.42M2.5%-4.9%12.064%
5/17/2024 Clear Point Advisors Inc.10,017$1.12M0.9%-10.6%0.252%
5/16/2024Captrust Financial Advisors212,055$23.75M0.1%-1.3%5.328%
5/14/2024CreativeOne Wealth LLC4,782$536K0.0%-22.6%0.120%
(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, 78 institutional investors and hedge funds held shares of JPMorgan Diversified Return US Equity ETF. The most heavily invested institutionals were Planning Alternatives Ltd. ADV ($60.05M), ST Germain D J Co. Inc. ($50.23M), Modera Wealth Management LLC ($35.11M), UBS Group AG ($33.94M), Bank of America Corp DE ($30.03M), Captrust Financial Advisors ($23.37M), and Wealth Enhancement Advisory Services LLC ($21.09M).Learn more on JPUS's institutional investors.

Which institutional investors have been buying JPMorgan Diversified Return US Equity ETF stock?

Of the 48 institutional investors that purchased JPMorgan Diversified Return US Equity ETF 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), Bank of America Corp DE ($51.23K), SkyView Investment Advisors LLC ($47.83K), Wealth Enhancement Advisory Services LLC ($26.43K), Concurrent Investment Advisors LLC ($21.95K), and Planning Alternatives Ltd. ADV ($21.04K).

How much institutional buying is happening at JPMorgan Diversified Return US Equity ETF?

Institutional investors have bought a total of 1,062,439 shares in the last 24 months. This purchase volume represents approximately $109.14M in transactions.

Which JPMorgan Diversified Return US Equity ETF major shareholders have been selling company stock?

Of the 51 institutional investors that sold JPMorgan Diversified Return US Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($137.62K), ST Germain D J Co. Inc. ($135.19K), Modera Wealth Management LLC ($87.06K), GeoWealth Management LLC ($52.89K), Bellevue Asset Management LLC ($51.12K), Wealth Enhancement Advisory Services LLC ($39.31K), and Apollon Wealth Management LLC ($30.51K).

How much institutional selling is happening at JPMorgan Diversified Return US Equity ETF?

Institutional investors have sold a total of 684,617 shares in the last 24 months. This volume of shares sold represents approximately $70.71M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 5/4/2025 by MarketBeat.com Staff
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