Free Trial
→ Why Iran May Only Be the First Move (From Behind the Markets) (Ad)tc pixel Free JPUS Stock Alerts

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

JPMorgan Diversified Return U.S. Equity ETF logo
$140.26 0.00 (0.00%)
Closing price 11/6/2026 04:10 PM Eastern
Extended Trading
$140.22 -0.04 (-0.03%)
As of 11/6/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Equity ETF (NYSEARCA:JPUS)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$69.81M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$22.72M
Get JPUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Diversified Return U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPUS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2026 Commonwealth Equity Services LLC22,007$2.99M0.0%N/A0.671%
10/31/2026 Basso Capital Management L.P.4,528$615K0.1%N/A0.138%
10/29/2026 Vise Technologies Inc.23,324$3.17M0.0%-12.2%0.711%
10/29/2026 Intrua Financial LLC2,430$330K0.0%-7.6%0.074%
10/29/2026 Modera Wealth Management LLC230,745$31.32M0.3%N/A7.035%
10/24/2026 Apollon Wealth Management LLC38,666$5.25M0.1%+5.1%1.179%
10/23/2026 MN Wealth Advisors LLC15,444$2.10M0.9%-0.5%0.471%
10/21/2026 Albion Financial Group UT3,200$434K0.0%N/A0.098%
10/21/2026 Berkeley Inc26,119$3.55M1.1%N/A0.796%
10/14/2026 B. Riley Wealth Advisors Inc.15,513$2.11M0.1%N/A0.473%
10/14/2026 RHS Financial LLC39,812$5.40M1.6%+195.1%1.214%
10/8/2026 Farther Finance Advisors LLC11,172$1.52M0.0%-1.0%0.339%
9/9/2026Integrated Wealth Concepts LLC1,753$246K0.0%N/A0.054%
9/9/2026 RFG Advisory LLC2,823$396K0.0%N/A0.088%
9/9/2026NewEdge Advisors LLC10,949$1.54M0.0%+16.1%0.340%
9/2/2026Citadel Advisors LLC16,797$2.36M0.0%N/A0.522%
8/21/2026Continuum Advisory LLC1,373$193K0.0%N/A0.043%
6/3/2026NewEdge Advisors LLC9,429$1.23M0.0%-13.1%0.293%
5/19/2026NewEdge Advisors LLC9,356$1.22M0.0%-13.7%0.291%
5/19/2026Bank of America Corp DE230,203$29.98M0.0%-17.2%7.149%
5/18/2026Empire Financial Management Company LLC4,398$573K0.1%-2.7%0.137%
5/18/2026Royal Bank of Canada1,100$143K0.0%-14.5%0.034%
5/16/2026Quantinno Capital Management LP2,476$322K0.0%-12.5%0.077%
5/15/2026Gateway Wealth Partners LLC2,754$359K0.0%N/A0.086%
5/13/2026Cetera Investment Advisers3,552$462K0.0%+4.2%0.110%
5/8/2026 Cassaday & Co Wealth Management LLC637$83K0.0%N/A0.020%
5/7/2026Planning Alternatives Ltd. ADV8,523$1.11M0.1%-29.4%0.265%
5/7/2026Hershey Financial Advisers LLC10,367$1.35M1.2%N/A0.322%
5/6/2026 Modera Wealth Management LLC246,972$32.16M0.4%-6.6%7.670%
5/1/2026 Midwest Trust Co2,047$267K0.0%N/A0.064%
4/29/2026Interactive Financial Advisors Inc.2,738$357K0.2%-4.2%0.085%
4/27/2026Private Advisor Group LLC12,252$1.60M0.0%+5.1%0.380%
4/25/2026 Patten Group Inc.7,256$945K0.2%+49.1%0.225%
4/23/2026 Etesian Wealth Advisors Inc.2,809$366K0.1%-13.6%0.087%
4/23/2026 Apollon Wealth Management LLC38,820$5.06M0.1%-0.8%1.206%
4/20/2026 Apella Capital LLC1,510$207K0.0%N/A0.047%
4/18/2026HHM Wealth Advisors LLC21,801$2.84M0.3%-1.1%0.677%
4/17/2026Sterneck Capital Management LLC92,122$12.00M5.4%+3.5%2.861%
4/16/2026 Allegheny Financial Group3,675$479K0.1%+7.3%0.114%
3/3/2026 Targeted Financial Services LLC3,430$425K0.4%N/A0.111%
Bank of America: 'Digital Dollar Inevitable' (Ad)

Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now. Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen. Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch.tc pixel

Watch how to access the legal backdoor before it closes.
2/27/2026Financially in Tune LLC39,156$4.85M4.5%N/A1.263%
2/19/2026 Birchwood Financial Partners Inc.1,529$190K0.2%N/A0.049%
2/18/2026NewEdge Advisors LLC10,847$1.34M0.0%+74.1%0.350%
2/17/2026AQR Capital Management LLC12,676$1.57M0.0%+0.7%0.409%
2/17/2026Cetera Investment Advisers3,409$422K0.0%+3.8%0.110%
2/17/2026Wealthedge Investment Advisors LLC3,250$403K0.1%-5.6%0.105%
2/17/2026Osaic Holdings Inc.30,541$3.79M0.0%+11.0%0.985%
2/17/2026Captrust Financial Advisors224,867$27.87M0.1%+2.1%7.254%
2/17/2026Royal Bank of Canada1,286$159K0.0%-9.0%0.041%
2/13/2026Avant Capital LLC6,872$852K0.6%-5.4%0.222%
2/13/2026Wells Fargo & Company MN22,321$2.77M0.0%-2.1%0.720%
2/13/2026Schiavi & Co LLC26,410$3.27M1.0%+302.2%0.852%
2/12/2026Empire Financial Management Company LLC4,518$560K0.1%-57.5%0.146%
2/12/2026 Elevation Wealth Management LLC6,658$825K0.8%N/A0.215%
2/12/2026Jane Street Group LLC4,986$618K0.0%-64.9%0.161%
2/12/2026 Commonwealth Equity Services LLC22,585$2.80M0.0%+18.7%0.729%
2/12/2026CIBC Private Wealth Group LLC731$91K0.0%N/A0.024%
2/11/2026 LPL Financial LLC69,305$8.59M0.0%+8.8%2.236%
2/11/2026JPMorgan Chase & Co.45,124$5.59M0.0%-11.0%1.456%
2/11/2026 Etesian Wealth Advisors Inc.3,250$403K0.1%-18.1%0.105%
2/11/2026 Vise Technologies Inc.23,509$2.91M0.1%+715.7%0.758%
2/10/2026 Clear Point Advisors Inc.4,044$501K0.4%-50.3%0.130%
2/9/2026Interactive Financial Advisors Inc.2,859$354K0.2%-31.2%0.092%
2/6/2026Planning Alternatives Ltd. ADV12,079$1.50M0.2%-19.5%0.390%
2/2/2026 Allegheny Financial Group3,426$425K0.1%N/A0.111%
2/2/2026 Truist Financial Corp2,000$248K0.0%-26.2%0.065%
2/2/2026Horizon Investments LLC500$62K0.0%+66.1%0.016%
2/2/2026 MN Wealth Advisors LLC15,896$1.97M1.0%-2.0%0.513%
1/29/2026ST Germain D J Co. Inc.244,850$30.35M1.2%-1.7%7.898%
1/29/2026UBS Group AG131,985$16.36M0.0%+0.4%4.258%
1/27/2026 Wealth Enhancement Trust Services Inc.6,209$770K0.1%N/A0.200%
1/26/2026 Independent Wealth Network Inc.15,514$1.92M0.6%+7.0%0.500%
1/26/2026 Harbor Asset Planning Inc.393$49K0.0%N/A0.013%
1/23/2026Bellevue Asset Management LLC4,215$523K0.2%-6.8%0.136%
1/23/2026 Farther Finance Advisors LLC11,647$1.44M0.0%+4.3%0.376%
1/23/2026 Patten Group Inc.4,865$603K0.1%-12.0%0.157%
1/22/2026HHM Wealth Advisors LLC22,036$2.73M0.3%-1.1%0.711%
1/22/2026 Apollon Wealth Management LLC39,152$4.85M0.1%-23.6%1.263%
1/22/2026Sterneck Capital Management LLC89,024$11.03M5.0%+3.0%2.872%
1/21/2026 Modera Wealth Management LLC264,562$32.79M0.4%-2.9%8.534%
1/16/2026 RHS Financial LLC10,842$1.34M0.7%+1.6%0.350%
1/8/2026 Wealth Enhancement Advisory Services LLC124,702$15.79M0.0%-5.3%3.959%
1/1/2026JPMorgan Chase & Co.50,677$6.28M0.0%-2.2%1.599%
11/19/2025Captrust Financial Advisors220,267$27.29M0.1%+3.2%6.948%
11/18/2025Advisory Services Network LLC928$115K0.0%N/A0.029%
11/17/2025NewEdge Advisors LLC6,232$772K0.0%-9.2%0.197%
11/17/2025Susquehanna International Group LLP6,381$791K0.0%-2.6%0.201%
11/17/2025Bank of America Corp DE274,097$33.96M0.0%+3.2%8.647%
11/17/2025Ameriprise Financial Inc.2,812$352K0.0%+6.6%0.089%
11/14/2025Ancora Advisors LLC775$96K0.0%-14.9%0.024%
Today's free pick (on me) (Ad)

Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one lesser known company. With plans filed for 1,000,000 new satellites, that licensing fee could scale dramatically. Analyst Dylan says the stock could move by December 8th.tc pixel

Get today's free pick before December 8th.
11/14/2025Raymond James Financial Inc.41,257$5.11M0.0%+0.5%1.301%
11/14/2025Horizon Investments LLC301$37K0.0%N/A0.009%
11/13/2025 Vise Technologies Inc.2,882$357K0.0%-89.6%0.091%
11/13/2025UBS Group AG131,440$16.29M0.0%-2.5%4.146%
11/13/2025Private Advisor Group LLC11,523$1.43M0.0%+31.4%0.364%
11/13/2025CreativeOne Wealth LLC2,945$365K0.0%-8.2%0.093%
11/12/2025Aptus Capital Advisors LLC1,631$202K0.0%+9.3%0.051%
11/12/2025Planning Alternatives Ltd. ADV15,002$1.86M0.2%-30.8%0.473%
11/10/2025Avant Capital LLC7,264$900K0.6%-4.6%0.229%
11/10/2025 Patten Group Inc.5,527$685K0.1%+13.3%0.174%


JPUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 ($31.32M), ST Germain D J Co. Inc. ($30.35M), Bank of America Corp DE ($29.98M), Captrust Financial Advisors ($27.87M), UBS Group AG ($16.36M), Wealth Enhancement Advisory Services LLC ($15.79M), and Sterneck Capital Management LLC ($12.00M).Learn more on JPMorgan Diversified Return U.S. Equity ETF's institutional investors.

Of the 70 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: Modera Wealth Management LLC ($230.75K), Raymond James Financial Inc. ($120.16K), Jones Financial Companies Lllp ($77.85K), Vise Technologies Inc. ($62.72K), Bank of America Corp DE ($60.25K), Financially in Tune LLC ($39.16K), and RHS Financial LLC ($26.49K).

Institutional investors have bought a total of 527,428 shares in the last 24 months. This purchase volume represents approximately $69.81M in transactions.

Of the 30 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: Bank of America Corp DE ($47.84K), Vise Technologies Inc. ($27.95K), Modera Wealth Management LLC ($25.43K), Planning Alternatives Ltd. ADV ($13.17K), Apollon Wealth Management LLC ($12.44K), Jane Street Group LLC ($9.22K), and Wealth Enhancement Advisory Services LLC ($6.98K).

Institutional investors have sold a total of 179,235 shares in the last 24 months. This volume of shares sold represents approximately $22.72M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JPUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
One Ticker Tied to a Coming 401k Change
An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will...
Brownstone Research | Sponsoredtc pixel
Tesla pays zero dividends but this new fund pays monthly
Tesla has never paid shareholders a dividend, not one cent. A new fund built on Tesla's stock takes a differen...
Investors Alley | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
The IRS loophole Trump fought to preserve for retirees
401(k) balances have reached record highs on a rising stock market and strong job growth. But traditional acco...
American Hartford Gold | Sponsoredtc pixel