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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return US Equity ETF logo
$115.29 +1.16 (+1.02%)
(As of 12/20/2024 04:33 PM 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)
19
Total
Institutional Inflows
(last 12 months)
$6.00M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$23.65M
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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
11/18/2024 Empire Financial Management Company LLC11,621$1.39M0.4%-4.8%0.292%
11/15/2024 Jane Street Group LLC5,677$679K0.0%-62.1%0.143%
11/15/2024 Stifel Financial Corp1,680$201K0.0%N/A0.042%
11/15/2024 Integrated Wealth Concepts LLC2,093$250K0.0%N/A0.053%
11/15/2024 HighTower Advisors LLC3,451$413K0.0%-16.4%0.087%
11/14/2024 Captrust Financial Advisors213,253$25.52M0.1%-0.5%5.358%
11/14/2024 CreativeOne Wealth LLC4,573$547K0.0%+10.4%0.115%
11/13/2024 FMR LLC4,197$502K0.0%-6.0%0.105%
11/12/2024 Nwam LLC3,865$463K0.0%N/A0.097%
11/12/2024 Planning Alternatives Ltd. ADV516,873$61.86M9.4%+0.0%12.987%
11/5/2024 Apollon Wealth Management LLC37,295$4.46M0.1%+2.7%0.937%
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%
8/19/2024 B. Riley Wealth Advisors Inc.2,075$227K0.0%N/A0.052%
8/15/2024 AQR Capital Management LLC6,082$664K0.0%-6.1%0.153%
8/14/2024 Clear Point Advisors Inc.9,560$1.04M0.9%-4.6%0.240%
8/8/2024 HHM 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%
7/25/2024 Planning 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%
7/20/2024 Apollon Wealth Management LLC36,318$3.97M0.1%+12.7%0.913%
7/16/2024 RHS 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%
5/17/2024 Clear Point Advisors Inc.10,017$1.12M0.9%-10.6%0.252%
5/16/2024 Captrust Financial Advisors212,055$23.75M0.1%-1.3%5.328%
5/14/2024 CreativeOne Wealth LLC4,782$536K0.0%-22.6%0.120%
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5/9/2024 Beacon 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%
4/18/2024 RHS 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%
2/9/2024 Advisory Services Network LLC1,808$186K0.0%N/A0.038%
2/9/2024 WBI Investments LLC2,458$252K0.1%-11.2%0.052%
2/9/2024 CreativeOne Wealth LLC6,180$635K0.0%-32.1%0.130%
2/9/2024 UBS Group AG330,375$33.94M0.0%-0.8%6.955%
2/8/2024 Schiavi & Co LLC6,567$675K0.3%N/A0.138%
2/7/2024 Principal Securities Inc.4,159$427K0.0%N/A0.088%
2/7/2024 Sanctuary 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%
2/5/2024 HHM 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%
1/23/2024 Planning Alternatives Ltd. ADV518,405$53.25M9.3%+0.9%10.914%
1/18/2024 RHS 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%
12/6/2023 Citigroup 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%
11/13/2023 LPL Financial LLC41,566$3.90M0.0%-9.7%0.875%
11/9/2023 Citigroup Inc.4,810$452K0.0%-11.2%0.101%
11/9/2023 UBS Group AG333,200$31.30M0.0%-1.4%7.015%
11/8/2023 Aptus Capital Advisors LLC2,464$231K0.0%-19.5%0.052%
11/8/2023 Fort Point Capital Partners LLC15,976$1.50M0.2%-1.0%0.336%
11/7/2023Avant Capital LLC6,409$602K0.7%-9.0%0.135%
11/4/2023 HHM Wealth Advisors LLC29,458$2.77M0.5%-4.5%0.620%
11/1/2023 Nwam 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%
10/24/2023 RHS 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%
10/17/2023 Planning Alternatives Ltd. ADV513,648$48.25M9.4%-0.8%10.814%
10/17/2023 CreativeOne Wealth LLC9,101$855K0.1%-46.6%0.192%
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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%
8/14/2023 Fort Point Capital Partners LLC16,130$1.58M0.2%+0.7%0.340%
8/10/2023 GeoWealth 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%
(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, 65 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. ($55.73M), 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 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 ($12.58K).

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

Institutional investors have bought a total of 944,252 shares in the last 24 months. This purchase volume represents approximately $92.30M in transactions.

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

Of the 46 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 732,102 shares in the last 24 months. This volume of shares sold represents approximately $73.53M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 12/22/2024 by MarketBeat.com Staff
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