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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

JPMorgan Diversified Return US Equity ETF logo
$117.09 -1.25 (-1.06%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return US Equity ETF (NYSEARCA:JPUS)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$30.93M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$25.39M
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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
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%
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%
1/27/2025 Etesian Wealth Advisors Inc.5,143$587K0.3%-40.3%0.129%
1/24/2025 HHM Wealth Advisors LLC22,291$2.54M0.3%-3.0%0.560%
1/24/2025 RHS Financial LLC12,438$1.42M0.7%-26.2%0.313%
1/21/2025 Geneos 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%
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1/8/2025 Sterneck Capital Management LLC80,568$9.19M5.0%-1.5%2.024%
12/26/2024 JPMorgan Chase & Co.55,181$6.60M0.0%-3.0%1.386%
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%
10/18/2024 Etesian 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%
10/17/2024 LexAurum 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%
8/15/2024 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%
7/31/2024 Commonwealth 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%
7/25/2024 Etesian 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%
7/8/2024 ST 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%
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%
4/29/2024 Commonwealth 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%
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4/15/2024 Etesian 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%
2/9/2024 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%
(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, 74 institutional investors and hedge funds held shares of JPMorgan Diversified Return US Equity ETF. The most heavily invested institutionals were Planning Alternatives Ltd. ADV ($60.05M), ST Germain D J Co. Inc. ($50.74M), Modera Wealth Management LLC ($35.11M), UBS Group AG ($33.94M), Bank of America Corp DE ($30.03M), Captrust Financial Advisors ($23.37M), 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 44 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), Raymond James Financial Inc. ($116.74K), Empire Financial Management Company LLC ($55.52K), Bank of America Corp DE ($51.23K), SkyView Investment Advisors LLC ($47.83K), Concurrent Investment Advisors LLC ($21.95K), and Planning Alternatives Ltd. ADV ($21.04K).

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

Institutional investors have bought a total of 1,104,508 shares in the last 24 months. This purchase volume represents approximately $112.15M in transactions.

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

Of the 51 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: LPL Financial LLC ($137.62K), ST Germain D J Co. Inc. ($126.54K), Modera Wealth Management LLC ($87.06K), GeoWealth Management LLC ($52.89K), Bellevue Asset Management LLC ($50.32K), 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 672,458 shares in the last 24 months. This volume of shares sold represents approximately $69.17M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 2/22/2025 by MarketBeat.com Staff
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