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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return US Equity ETF logo
$117.01
-0.41 (-0.35%)
(As of 11/1/2024 ET)
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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)
15
Total
Institutional Inflows
(last 12 months)
$4.92M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$24.62M
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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
10/30/2024 Foster & Motley Inc.4,136$495K0.0%-6.7%0.104%
10/24/2024 Modera 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%
10/18/2024Etesian Wealth Advisors Inc.8,617$1.03M0.5%-47.4%0.217%
10/18/2024ST Germain D J Co. Inc.465,682$55.73M2.6%-3.0%11.701%
10/17/2024LexAurum 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%
10/9/2024 Patten 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%
8/14/2024Clear 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%
8/5/2024 Private Advisor Group LLC5,841$638K0.0%-10.6%0.147%
7/31/2024Commonwealth Equity Services LLC19,118$2.09M0.0%+2.0%0.480%
7/29/2024 Modera 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%
7/25/2024Etesian Wealth Advisors Inc.16,380$1.79M1.0%-16.5%0.412%
7/20/2024Apollon Wealth Management LLC36,318$3.97M0.1%+12.7%0.913%
7/16/2024RHS 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%
7/8/2024ST Germain D J Co. Inc.480,132$52.42M2.5%-4.9%12.064%
5/17/2024Clear 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%
5/9/2024Beacon Investment Advisory Services Inc.4,077$457K0.0%-16.0%0.102%
4/30/2024 Private Advisor Group LLC6,533$732K0.0%+10.4%0.164%
4/30/2024 MN Wealth Advisors LLC20,577$2.31M1.4%-0.6%0.517%
4/29/2024Commonwealth Equity Services LLC18,743$2.10M0.0%+1.3%0.471%
4/26/2024 Bellevue Asset Management LLC5,484$614K0.3%-41.1%0.138%
4/23/2024Raymond James Financial Services Advisors Inc.63,405$7.10M0.0%+1.1%1.585%
4/18/2024RHS Financial LLC18,353$2.06M1.2%+6.5%0.459%
4/16/2024 Wealth Enhancement Advisory Services LLC188,103$21.07M0.1%-4.0%4.703%
4/15/2024Etesian Wealth Advisors Inc.19,621$2.20M1.3%-5.7%0.491%
4/2/2024ST Germain D J Co. Inc.504,846$56.55M2.8%-4.6%10.628%
2/12/2024Focus Financial Network Inc. ADV2,464$253K0.0%N/A0.052%
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2/9/2024Advisory Services Network LLC1,808$186K0.0%N/A0.038%
2/9/2024WBI Investments LLC2,458$252K0.1%-11.2%0.052%
2/9/2024CreativeOne Wealth LLC6,180$635K0.0%-32.1%0.130%
2/9/2024UBS Group AG330,375$33.94M0.0%-0.8%6.955%
2/8/2024Schiavi & Co LLC6,567$675K0.3%N/A0.138%
2/7/2024 Principal Securities Inc.4,159$427K0.0%N/A0.088%
2/7/2024Sanctuary Wealth Management L.L.C.457$47K0.0%-57.1%0.010%
2/6/2024 Private Advisor Group LLC5,917$608K0.0%+4.7%0.125%
2/6/2024 Bellevue Asset Management LLC9,312$957K0.6%-82.8%0.196%
2/5/2024HHM Wealth Advisors LLC28,938$2.97M0.5%-1.8%0.609%
2/1/2024 Foster & Motley Inc.4,421$454K0.0%-5.0%0.093%
1/23/2024Planning Alternatives Ltd. ADV518,405$53.25M9.3%+0.9%10.914%
1/18/2024RHS Financial LLC17,225$1.77M1.1%+23.2%0.363%
1/17/2024 SignalPoint Asset Management LLC6,705$688K0.2%-3.2%0.141%
1/16/2024Raymond James Financial Services Advisors Inc.62,705$6.44M0.0%-2.0%1.320%
1/16/2024 Sterneck Capital Management LLC72,716$7.47M4.8%-2.1%1.531%
1/12/2024 Independent Wealth Network Inc.10,095$1.04M0.5%-12.0%0.213%
1/12/2024Etesian Wealth Advisors Inc.20,809$2.14M1.3%+0.9%0.438%
1/11/2024 Patten Group Inc.14,853$1.53M0.4%+14.3%0.313%
12/6/2023Citigroup Inc.4,810$452K0.0%-11.2%0.101%
11/30/2023 Modera Wealth Management LLC352,773$33.14M0.5%-3.3%7.427%
11/14/2023 Sterneck Capital Management LLC74,271$6.98M4.7%+0.3%1.564%
11/13/2023LPL Financial LLC41,566$3.90M0.0%-9.7%0.875%
11/9/2023Citigroup Inc.4,810$452K0.0%-11.2%0.101%
11/9/2023UBS Group AG333,200$31.30M0.0%-1.4%7.015%
11/8/2023Aptus Capital Advisors LLC2,464$231K0.0%-19.5%0.052%
11/8/2023Fort Point Capital Partners LLC15,976$1.50M0.2%-1.0%0.336%
11/7/2023Avant Capital LLC6,409$602K0.7%-9.0%0.135%
11/4/2023HHM Wealth Advisors LLC29,458$2.77M0.5%-4.5%0.620%
11/1/2023Nwam LLC4,425$416K0.0%+14.5%0.093%
10/26/2023 Interactive Financial Advisors Inc.6,169$579K0.4%-5.7%0.130%
10/25/2023 Bellevue Asset Management LLC54,281$5.10M3.4%-2.4%1.143%
10/24/2023Raymond James Financial Services Advisors Inc.63,977$6.01M0.0%-6.1%1.347%
10/24/2023Raymond James & Associates3,336$313K0.0%-21.9%0.070%
10/24/2023RHS Financial LLC13,986$1.31M0.9%-1.8%0.294%
10/23/2023ST Germain D J Co. Inc.573,732$53.89M3.0%-6.8%12.079%
10/19/2023Etesian Wealth Advisors Inc.20,616$1.94M1.3%+3.9%0.434%
10/17/2023Planning Alternatives Ltd. ADV513,648$48.25M9.4%-0.8%10.814%
10/17/2023CreativeOne Wealth LLC9,101$855K0.1%-46.6%0.192%
10/16/2023LexAurum Advisors LLC10,483$985K0.3%-6.0%0.221%
10/12/2023 Patten Group Inc.12,995$1.22M0.4%+10.7%0.274%
10/11/2023 Independent Wealth Network Inc.11,478$1.08M0.7%-5.7%0.242%
10/11/2023 CWM LLC1,208$113K0.0%-10.9%0.025%
9/7/2023ST Germain D J Co. Inc.615,588$60.19M3.2%N/A12.960%
8/14/2023Fort Point Capital Partners LLC16,130$1.58M0.2%+0.7%0.340%
8/10/2023GeoWealth Management LLC836$81K0.0%-98.4%0.018%
8/10/2023Commonwealth Equity Services LLC18,512$1.81M0.0%-29.9%0.390%
8/10/2023 Private Advisor Group LLC5,652$553K0.0%-3.8%0.119%
8/10/2023Cetera Advisors LLC6,290$615K0.0%-1.8%0.132%
8/8/2023 Foster & Motley Inc.4,601$450K0.0%-2.5%0.097%
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8/7/2023 Modera Wealth Management LLC364,868$35.67M0.6%-3.5%7.681%
8/7/2023WBI Investments Inc.2,837$277K0.1%+18.3%0.060%
8/4/2023Apollon Wealth Management LLC31,155$3.05M0.1%-49.5%0.656%
8/3/2023 CWM LLC1,356$133K0.0%-8.2%0.029%
8/2/2023MAI Capital Management2,064$202K0.0%N/A0.043%
7/31/2023LPL Financial LLC46,013$4.50M0.0%-73.2%0.969%
7/31/2023 Bellevue Asset Management LLC55,640$5.44M3.4%+1.1%1.171%
7/27/2023Empire Financial Management Company LLC37,394$3.66M1.5%-32.6%0.787%
7/26/2023 Sterneck Capital Management LLC74,017$7.24M4.4%-2.5%1.423%
7/26/2023 Patten Group Inc.11,744$1.15M0.2%+45.7%0.226%
(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, 61 institutional investors and hedge funds held shares of JPMorgan Diversified Return US Equity ETF. The most heavily invested institutionals were Planning Alternatives Ltd. ADV ($56.42M), ST Germain D J Co. Inc. ($55.73M), Bank of America Corp DE ($44.47M), Modera Wealth Management LLC ($38.31M), UBS Group AG ($33.94M), Captrust Financial Advisors ($23.75M), and Wealth Enhancement Advisory Services LLC ($19.54M).Learn more on JPUS's institutional investors.

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

Of the 42 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. ($639.63K), Empire Financial Management Company LLC ($55.52K), SkyView Investment Advisors LLC ($47.83K), Bank of America Corp DE ($33.83K), Raymond James Financial Services Advisors Inc. ($24.78K), RHS Financial LLC ($20.86K), and Quantitative Advantage LLC ($17.71K).

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

Institutional investors have bought a total of 963,823 shares in the last 24 months. This purchase volume represents approximately $93.66M in transactions.

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

Of the 43 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: Modera Wealth Management LLC ($167.55K), LPL Financial LLC ($132.69K), ST Germain D J Co. Inc. ($105.54K), GeoWealth Management LLC ($52.89K), Bellevue Asset Management LLC ($50.16K), Wealth Enhancement Advisory Services LLC ($32.70K), 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 730,452 shares in the last 24 months. This volume of shares sold represents approximately $72.99M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 11/2/2024 by MarketBeat.com Staff
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