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

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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)
36
Total
Institutional Inflows
(last 12 months)
$49.98M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$86.17M
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JPUS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Captrust Financial Advisors213,423$25.23M0.1%+2.1%6.775%
8/15/2025 Bank of America Corp DE265,612$31.39M0.0%+0.2%8.432%
8/15/2025 Ameriprise Financial Inc.2,638$311K0.0%-16.2%0.084%
8/14/2025 Jane Street Group LLC2,030$240K0.0%-83.5%0.064%
8/14/2025 Raymond James Financial Inc.41,068$4.85M0.0%+8.5%1.304%
8/14/2025 Quantinno Capital Management LP3,235$382K0.0%-9.6%0.103%
8/14/2025 NewEdge Advisors LLC6,860$811K0.0%-1.8%0.218%
8/13/2025 Wealthedge Investment Advisors LLC3,434$406K0.2%-34.8%0.109%
8/13/2025 Northwestern Mutual Wealth Management Co.948$112K0.0%+112.6%0.030%
8/12/2025 CreativeOne Wealth LLC3,209$379K0.0%-11.7%0.102%
8/12/2025 JPMorgan Chase & Co.51,841$6.13M0.0%-10.1%1.646%
8/8/2025 PNC Financial Services Group Inc.209$25K0.0%N/A0.007%
8/7/2025 Nwam LLC3,648$436K0.0%-5.6%0.116%
8/7/2025 Vise Technologies Inc.27,593$3.26M0.1%N/A0.876%
8/6/2025 Modera Wealth Management LLC276,908$32.73M0.4%-6.7%8.791%
7/31/2025 MN Wealth Advisors LLC16,752$1.98M1.2%-12.3%0.532%
7/30/2025 Patten Group Inc.4,878$577K0.1%+29.6%0.155%
7/29/2025 Interactive Financial Advisors Inc.5,315$628K0.3%-4.7%0.169%
7/25/2025 MGO One Seven LLC2,010$238K0.0%N/A0.064%
7/25/2025 Apollon Wealth Management LLC46,957$5.55M0.1%+4.1%1.491%
7/24/2025 Etesian Wealth Advisors Inc.4,693$555K0.2%-2.3%0.149%
7/23/2025 Bellevue Asset Management LLC4,540$537K0.3%-2.2%0.145%
7/21/2025 Ameritas Advisory Services LLC890$105K0.0%N/A0.028%
7/17/2025 LexAurum Advisors LLC9,300$1.10M0.2%-4.4%0.298%
7/17/2025 Clear Point Advisors Inc.8,454$999K0.8%-1.8%0.271%
7/17/2025 Sterneck Capital Management LLC84,758$10.02M5.1%+3.9%2.712%
7/16/2025 Independent Wealth Network Inc.12,644$1.49M0.5%+1.0%0.405%
7/16/2025 ST Germain D J Co. Inc.257,030$30.38M1.3%-41.1%8.225%
7/15/2025 Kelly Financial Group LLC4,863$575K0.1%+17.8%0.156%
7/11/2025 Farther Finance Advisors LLC11,709$1.38M0.0%+67.3%0.374%
7/10/2025 Wealth Enhancement Advisory Services LLC143,721$17.27M0.0%-21.5%4.592%
7/7/2025 Nova Wealth Management Inc.537$63K0.0%+141.9%0.017%
6/27/2025 Goldman Sachs Group Inc.7,612$877K0.0%-33.9%0.244%
6/6/2025 Blue Oak Capital LLC2,596$299K0.2%-9.7%0.082%
5/28/2025 Intrua Financial LLC2,630$303K0.0%-16.0%0.083%
5/19/2025 Jane Street Group LLC12,283$1.42M0.0%+146.4%0.392%
5/16/2025 Goldman Sachs Group Inc.7,612$877K0.0%-33.9%0.243%
5/16/2025 Jones Financial Companies Lllp75,267$8.67M0.0%+356.4%2.405%
5/16/2025 NewEdge Advisors LLC6,986$805K0.0%-20.6%0.223%
5/14/2025 CreativeOne Wealth LLC3,634$419K0.0%+5.6%0.116%
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5/13/2025 Raymond James Financial Inc.37,837$4.36M0.0%-35.2%1.209%
5/13/2025 Wealthedge Investment Advisors LLC5,266$607K0.3%-38.9%0.168%
5/12/2025 Avant Capital LLC7,210$831K0.7%+7.5%0.230%
5/9/2025 Planning Alternatives Ltd. ADV236,118$27.20M4.2%-55.1%7.544%
5/8/2025 Foster & Motley Inc.3,648$420K0.0%-10.4%0.117%
5/8/2025 North Star Asset Management Inc.2,000$230K0.0%-14.9%0.064%
5/8/2025 Modera Wealth Management LLC296,837$34.20M0.5%-3.5%9.484%
5/7/2025 LPL Financial LLC34,545$3.98M0.0%+53.8%1.104%
5/5/2025 Private Advisor Group LLC5,410$623K0.0%-3.0%0.173%
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%
3/12/2025 Wealthedge Investment Advisors LLC8,616$983K0.4%N/A0.241%
2/24/2025 Ameriflex Group Inc.373$44K0.0%N/A0.010%
2/18/2025 Vise Technologies Inc.14,495$1.65M0.1%N/A0.364%
2/18/2025 Continuum Advisory LLC1,571$179K0.0%-16.0%0.039%
2/17/2025 Cetera Investment Advisers2,901$331K0.0%-4.0%0.073%
2/17/2025 Captrust Financial Advisors204,772$23.37M0.1%-4.0%5.145%
2/17/2025 Bank of America Corp DE263,175$30.03M0.0%+24.2%6.612%
2/17/2025 Ameriprise Financial Inc.3,461$395K0.0%+4.3%0.087%
2/17/2025 Ancora Advisors LLC1,011$115K0.0%-25.7%0.025%
2/17/2025 Aptus Capital Advisors LLC1,492$170K0.0%-25.8%0.037%
2/14/2025 Jane Street Group LLC4,985$569K0.0%-12.2%0.125%
2/14/2025 Empire Financial Management Company LLC11,362$1.30M0.4%-2.2%0.285%
2/14/2025 Susquehanna International Group LLP15,002$1.71M0.0%+35.8%0.377%
2/13/2025 NewEdge Advisors LLC8,803$1.00M0.0%+307.7%0.221%
2/13/2025 CreativeOne Wealth LLC3,442$393K0.0%-24.7%0.086%
2/13/2025 Raymond James Financial Inc.58,369$6.66M0.0%N/A1.467%
2/13/2025 Wells Fargo & Company MN21,841$2.49M0.0%-3.7%0.549%
2/12/2025 JPMorgan Chase & Co.55,523$6.34M0.0%+0.6%1.395%
2/11/2025 LPL Financial LLC22,461$2.56M0.0%-24.4%0.564%
2/10/2025 Commonwealth Equity Services LLC17,025$1.94M0.0%-1.0%0.428%
2/7/2025 HighTower Advisors LLC3,548$405K0.0%+2.8%0.089%
2/6/2025 Bellevue Asset Management LLC5,440$621K0.3%-2.9%0.137%
2/6/2025 One Capital Management LLC4,528$517K0.0%-4.1%0.114%
2/6/2025 Raymond James Financial Inc.58,369$6.66M0.0%N/A1.467%
2/6/2025 Patten Group Inc.3,764$430K0.1%+18.2%0.095%
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2/6/2025 Planning 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%
2/6/2025 Jones Financial Companies Lllp16,492$1.88M0.0%+96.3%0.414%
2/6/2025 Modera 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%
2/3/2025 Private 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%
(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, 81 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Equity ETF. The most heavily invested institutionals were UBS Group AG ($33.94M), Modera Wealth Management LLC ($32.73M), Bank of America Corp DE ($31.39M), ST Germain D J Co. Inc. ($30.38M), Planning Alternatives Ltd. ADV ($27.20M), Captrust Financial Advisors ($25.23M), and Wealth Enhancement Advisory Services LLC ($17.27M).Learn more on JPMorgan Diversified Return U.S. Equity ETF's institutional investors.

Which institutional investors have been buying JPMorgan Diversified Return U.S. Equity ETF's stock?

Of the 48 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: ST Germain D J Co. Inc. ($615.59K), Raymond James Financial Inc. ($119.97K), Jones Financial Companies Lllp ($66.87K), Bank of America Corp DE ($51.77K), Vise Technologies Inc. ($42.09K), Wealth Enhancement Advisory Services LLC ($26.43K), and Concurrent Investment Advisors LLC ($21.95K).

How much institutional buying is happening at JPMorgan Diversified Return U.S. Equity ETF?

Institutional investors have bought a total of 434,403 shares in the last 24 months. This purchase volume represents approximately $49.98M in transactions.

Which of JPMorgan Diversified Return U.S. Equity ETF's major shareholders have been selling company stock?

Of the 44 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: Planning Alternatives Ltd. ADV ($290.08K), ST Germain D J Co. Inc. ($223.10K), Wealth Enhancement Advisory Services LLC ($57.00K), Modera Wealth Management LLC ($52.31K), Raymond James Financial Inc. ($20.53K), Jane Street Group LLC ($20.25K), and Etesian Wealth Advisors Inc. ($11.69K).

How much institutional selling is happening at JPMorgan Diversified Return U.S. Equity ETF?

Institutional investors have sold a total of 739,627 shares in the last 24 months. This volume of shares sold represents approximately $86.17M in transactions.



This page (NYSEARCA:JPUS) was last updated on 8/27/2025 by MarketBeat.com Staff
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