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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return US Equity ETF logo
$118.79 +1.23 (+1.05%)
As of 04:10 PM Eastern
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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)
19
Total
Institutional Inflows
(last 12 months)
$5.74M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$25.95M
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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
1/21/2025Geneos Wealth Management Inc.410$47K0.0%N/A0.010%
1/17/2025 Independent Wealth Network Inc.12,334$1.41M0.6%+20.0%0.310%
1/14/2025 SignalPoint Asset Management LLC6,390$729K0.2%-1.4%0.161%
1/10/2025 ST Germain D J Co. Inc.444,688$50.74M2.3%-4.5%11.173%
1/8/2025 Sterneck Capital Management LLC80,568$9.19M5.0%-1.5%2.024%
12/26/2024JPMorgan Chase & Co.55,181$6.60M0.0%-3.0%1.386%
11/18/2024Empire Financial Management Company LLC11,621$1.39M0.4%-4.8%0.292%
11/15/2024Jane Street Group LLC5,677$679K0.0%-62.1%0.143%
11/15/2024Stifel Financial Corp1,680$201K0.0%N/A0.042%
11/15/2024Integrated Wealth Concepts LLC2,093$250K0.0%N/A0.053%
11/15/2024HighTower Advisors LLC3,451$413K0.0%-16.4%0.087%
11/14/2024Captrust Financial Advisors213,253$25.52M0.1%-0.5%5.358%
11/14/2024CreativeOne Wealth LLC4,573$547K0.0%+10.4%0.115%
11/13/2024FMR LLC4,197$502K0.0%-6.0%0.105%
11/12/2024Nwam LLC3,865$463K0.0%N/A0.097%
11/12/2024Planning Alternatives Ltd. ADV516,873$61.86M9.4%+0.0%12.987%
11/5/2024Apollon Wealth Management LLC37,295$4.46M0.1%+2.7%0.937%
10/30/2024Foster & Motley Inc.4,136$495K0.0%-6.7%0.104%
10/24/2024Modera 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%
10/18/2024 ST 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%
10/16/2024MN Wealth Advisors LLC19,569$2.34M1.3%-4.8%0.492%
10/9/2024Patten 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%
8/5/2024Private Advisor Group LLC5,841$638K0.0%-10.6%0.147%
7/31/2024Commonwealth Equity Services LLC19,118$2.09M0.0%+2.0%0.480%
7/29/2024Modera 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%
7/26/2024Cambridge 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%
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7/10/2024 Albion Financial Group UT3,200$349K0.0%N/A0.080%
7/10/2024CWM LLC982$107K0.0%-14.4%0.025%
7/8/2024 ST 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%
5/9/2024 Beacon Investment Advisory Services Inc.4,077$457K0.0%-16.0%0.102%
4/30/2024Private Advisor Group LLC6,533$732K0.0%+10.4%0.164%
4/30/2024MN 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%
4/26/2024Bellevue 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%
4/2/2024 ST 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%
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%
2/7/2024Principal Securities Inc.4,159$427K0.0%N/A0.088%
2/7/2024Sanctuary Wealth Management L.L.C.457$47K0.0%-57.1%0.010%
2/6/2024Private Advisor Group LLC5,917$608K0.0%+4.7%0.125%
2/6/2024Bellevue Asset Management LLC9,312$957K0.6%-82.8%0.196%
2/5/2024HHM Wealth Advisors LLC28,938$2.97M0.5%-1.8%0.609%
2/1/2024Foster & 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%
1/11/2024Patten Group Inc.14,853$1.53M0.4%+14.3%0.313%
12/6/2023Citigroup Inc.4,810$452K0.0%-11.2%0.101%
11/30/2023Modera 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%
10/26/2023Interactive Financial Advisors Inc.6,169$579K0.4%-5.7%0.130%
10/25/2023Bellevue 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%
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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%
10/23/2023 ST 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%
10/12/2023Patten 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%
10/11/2023CWM LLC1,208$113K0.0%-10.9%0.025%
(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, 67 institutional investors and hedge funds held shares of JPMorgan Diversified Return US Equity ETF. The most heavily invested institutionals were Planning Alternatives Ltd. ADV ($61.86M), ST Germain D J Co. Inc. ($50.74M), Bank of America Corp DE ($44.47M), Modera Wealth Management LLC ($38.31M), UBS Group AG ($33.94M), Captrust Financial Advisors ($25.52M), 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 43 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 ($12.58K).

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

Institutional investors have bought a total of 946,368 shares in the last 24 months. This purchase volume represents approximately $92.55M in transactions.

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

Of the 47 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. ($126.54K), 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 732,884 shares in the last 24 months. This volume of shares sold represents approximately $74.08M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 1/21/2025 by MarketBeat.com Staff
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