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

JPMorgan Diversified Return U.S. Equity ETF logo
$145.55 0.00 (0.00%)
As of 08/14/2026 04:10 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$24.73M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$25.89M
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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
6/3/2026 NewEdge Advisors LLC9,429$1.23M0.0%-13.1%0.293%
5/19/2026 NewEdge 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%
5/16/2026 Quantinno Capital Management LP2,476$322K0.0%-12.5%0.077%
5/15/2026 Gateway Wealth Partners LLC2,754$359K0.0%N/A0.086%
5/13/2026 Cetera Investment Advisers3,552$462K0.0%+4.2%0.110%
5/8/2026 Cassaday & Co Wealth Management LLC637$83K0.0%N/A0.020%
5/7/2026 Planning Alternatives Ltd. ADV8,523$1.11M0.1%-29.4%0.265%
5/7/2026 Hershey 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%
4/29/2026 Interactive Financial Advisors Inc.2,738$357K0.2%-4.2%0.085%
4/27/2026 Private 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%
4/18/2026 HHM Wealth Advisors LLC21,801$2.84M0.3%-1.1%0.677%
4/17/2026 Sterneck 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%
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%
2/18/2026 NewEdge Advisors LLC10,847$1.34M0.0%+74.1%0.350%
2/17/2026AQR Capital Management LLC12,676$1.57M0.0%+0.7%0.409%
2/17/2026 Cetera Investment Advisers3,409$422K0.0%+3.8%0.110%
2/17/2026 Wealthedge Investment Advisors LLC3,250$403K0.1%-5.6%0.105%
2/17/2026Osaic Holdings Inc.30,541$3.79M0.0%+11.0%0.985%
2/17/2026 Captrust Financial Advisors224,867$27.87M0.1%+2.1%7.254%
2/17/2026Royal Bank of Canada1,286$159K0.0%-9.0%0.041%
2/13/2026 Avant Capital LLC6,872$852K0.6%-5.4%0.222%
2/13/2026Wells Fargo & Company MN22,321$2.77M0.0%-2.1%0.720%
2/13/2026 Schiavi & 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%
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2/11/2026 LPL Financial LLC69,305$8.59M0.0%+8.8%2.236%
2/11/2026 JPMorgan 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%
2/9/2026 Interactive Financial Advisors Inc.2,859$354K0.2%-31.2%0.092%
2/6/2026 Planning 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%
2/2/2026 Horizon Investments LLC500$62K0.0%+66.1%0.016%
2/2/2026 MN Wealth Advisors LLC15,896$1.97M1.0%-2.0%0.513%
1/29/2026 ST Germain D J Co. Inc.244,850$30.35M1.2%-1.7%7.898%
1/29/2026 UBS 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%
1/23/2026 Bellevue 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%
1/22/2026 HHM 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%
1/22/2026 Sterneck 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%
1/1/2026 JPMorgan Chase & Co.50,677$6.28M0.0%-2.2%1.599%
11/19/2025 Captrust Financial Advisors220,267$27.29M0.1%+3.2%6.948%
11/18/2025 Advisory Services Network LLC928$115K0.0%N/A0.029%
11/17/2025 NewEdge 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%
11/14/2025 Horizon Investments LLC301$37K0.0%N/A0.009%
11/13/2025 Vise Technologies Inc.2,882$357K0.0%-89.6%0.091%
11/13/2025 UBS Group AG131,440$16.29M0.0%-2.5%4.146%
11/13/2025 Private Advisor Group LLC11,523$1.43M0.0%+31.4%0.364%
11/13/2025 CreativeOne Wealth LLC2,945$365K0.0%-8.2%0.093%
11/12/2025 Aptus Capital Advisors LLC1,631$202K0.0%+9.3%0.051%
11/12/2025 Planning Alternatives Ltd. ADV15,002$1.86M0.2%-30.8%0.473%
11/10/2025 Avant Capital LLC7,264$900K0.6%-4.6%0.229%
11/10/2025 Patten Group Inc.5,527$685K0.1%+13.3%0.174%
11/7/2025 JPMorgan 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%
11/5/2025 Envestnet Asset Management Inc.1,882$233K0.0%N/A0.059%
11/4/2025Jones Financial Companies Lllp38,193$4.71M0.0%+40.3%1.205%
10/31/2025 Modera 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%
10/29/2025 Interactive Financial Advisors Inc.4,153$515K0.3%-21.9%0.131%
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10/28/2025 Clear Point Advisors Inc.8,134$1.01M0.8%-3.8%0.257%
10/24/2025 Sterneck Capital Management LLC86,400$10.71M5.0%+1.9%2.726%
10/23/2025 Spire Wealth Management3,020$374K0.0%N/A0.095%
10/23/2025 Etesian Wealth Advisors Inc.3,969$492K0.2%-15.4%0.125%
10/22/2025 RHS Financial LLC10,674$1.32M0.7%-2.0%0.337%
10/21/2025 MN Wealth Advisors LLC16,226$2.01M1.1%-3.1%0.512%
10/17/2025 Apollon Wealth Management LLC51,262$6.35M0.1%+9.2%1.617%
10/15/2025 Independent 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%
10/7/2025 ST 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 198,423 shares in the last 24 months. This purchase volume represents approximately $24.73M in transactions.

Of the 31 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), Modera Wealth Management LLC ($29.94K), Vise Technologies Inc. ($24.71K), Wealth Enhancement Advisory Services LLC ($19.02K), Planning Alternatives Ltd. ADV ($13.17K), Apollon Wealth Management LLC ($12.44K), and ST Germain D J Co. Inc. ($12.18K).

Institutional investors have sold a total of 205,193 shares in the last 24 months. This volume of shares sold represents approximately $25.89M in transactions.


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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 6/3/2026. New 13F filings are added each quarter as they're published.
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