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

JPMorgan Diversified Return U.S. Equity ETF logo
$141.10 -0.57 (-0.40%)
As of 07/17/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$29.73M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$30.89M
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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
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%
5/8/2026Cassaday & 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%
5/6/2026Modera Wealth Management LLC246,972$32.16M0.4%-6.6%7.670%
5/1/2026Midwest 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%
4/25/2026Patten Group Inc.7,256$945K0.2%+49.1%0.225%
4/23/2026Etesian Wealth Advisors Inc.2,809$366K0.1%-13.6%0.087%
4/23/2026Apollon Wealth Management LLC38,820$5.06M0.1%-0.8%1.206%
4/20/2026 Apella Capital LLC1,510$207K0.0%N/A0.047%
4/18/2026 HHM 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%
4/16/2026Allegheny Financial Group3,675$479K0.1%+7.3%0.114%
3/3/2026 Targeted Financial Services LLC3,430$425K0.4%N/A0.111%
2/27/2026Financially in Tune LLC39,156$4.85M4.5%N/A1.263%
2/19/2026Birchwood 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%
2/12/2026Elevation Wealth Management LLC6,658$825K0.8%N/A0.215%
2/12/2026Jane Street Group LLC4,986$618K0.0%-64.9%0.161%
2/12/2026Commonwealth Equity Services LLC22,585$2.80M0.0%+18.7%0.729%
2/12/2026CIBC Private Wealth Group LLC731$91K0.0%N/A0.024%
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2/11/2026LPL Financial LLC69,305$8.59M0.0%+8.8%2.236%
2/11/2026JPMorgan Chase & Co.45,124$5.59M0.0%-11.0%1.456%
2/11/2026Etesian Wealth Advisors Inc.3,250$403K0.1%-18.1%0.105%
2/11/2026Vise Technologies Inc.23,509$2.91M0.1%+715.7%0.758%
2/10/2026Clear 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%
2/2/2026Allegheny Financial Group3,426$425K0.1%N/A0.111%
2/2/2026Truist Financial Corp2,000$248K0.0%-26.2%0.065%
2/2/2026Horizon Investments LLC500$62K0.0%+66.1%0.016%
2/2/2026MN 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%
1/26/2026Independent Wealth Network Inc.15,514$1.92M0.6%+7.0%0.500%
1/26/2026Harbor 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%
1/23/2026Patten Group Inc.4,865$603K0.1%-12.0%0.157%
1/22/2026 HHM Wealth Advisors LLC22,036$2.73M0.3%-1.1%0.711%
1/22/2026Apollon 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%
1/21/2026Modera Wealth Management LLC264,562$32.79M0.4%-2.9%8.534%
1/16/2026RHS 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%
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%
11/13/2025Vise 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%
11/10/2025Patten Group Inc.5,527$685K0.1%+13.3%0.174%
11/7/2025JPMorgan Chase & Co.50,677$6.28M0.0%-2.2%1.599%
11/6/2025 LexAurum Advisors LLC8,966$1.11M0.2%-3.6%0.283%
11/5/2025Envestnet Asset Management Inc.1,882$233K0.0%N/A0.059%
11/4/2025Jones Financial Companies Lllp38,193$4.71M0.0%+40.3%1.205%
10/31/2025Modera Wealth Management LLC272,402$33.75M0.4%-1.6%8.593%
10/29/2025 Wealth Enhancement Advisory Services LLC131,680$16.28M0.0%-8.4%4.154%
10/29/2025Interactive Financial Advisors Inc.4,153$515K0.3%-21.9%0.131%
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10/28/2025Clear Point Advisors Inc.8,134$1.01M0.8%-3.8%0.257%
10/24/2025Sterneck Capital Management LLC86,400$10.71M5.0%+1.9%2.726%
10/23/2025 Spire Wealth Management3,020$374K0.0%N/A0.095%
10/23/2025Etesian Wealth Advisors Inc.3,969$492K0.2%-15.4%0.125%
10/22/2025RHS Financial LLC10,674$1.32M0.7%-2.0%0.337%
10/21/2025MN Wealth Advisors LLC16,226$2.01M1.1%-3.1%0.512%
10/17/2025Apollon Wealth Management LLC51,262$6.35M0.1%+9.2%1.617%
10/15/2025Independent Wealth Network Inc.14,495$1.80M0.6%+14.6%0.457%
10/14/2025 Farther Finance Advisors LLC11,165$1.38M0.0%-4.6%0.352%
10/7/2025ST Germain D J Co. Inc.248,975$30.85M1.2%-3.1%7.854%


JPUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 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 ($32.16M), 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 63 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: 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), Wealth Enhancement Advisory Services LLC ($26.43K), and Concurrent Investment Advisors LLC ($21.95K).

Institutional investors have bought a total of 240,732 shares in the last 24 months. This purchase volume represents approximately $29.73M in transactions.

Of the 33 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: Modera Wealth Management LLC ($49.87K), Bank of America Corp DE ($47.84K), Vise Technologies Inc. ($24.71K), Jane Street Group LLC ($19.47K), Wealth Enhancement Advisory Services LLC ($19.02K), JPMorgan Chase & Co. ($13.72K), and Planning Alternatives Ltd. ADV ($13.17K).

Institutional investors have sold a total of 247,487 shares in the last 24 months. This volume of shares sold represents approximately $30.89M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 7/19/2026 by MarketBeat.com Staff.
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