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JPMorgan Diversified Return US Equity ETF (JPUS) Institutional Ownership

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$111.62
+0.79 (+0.71%)
(As of 05/15/2024 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)
21
Total
Institutional Inflows
(last 12 months)
$70.62M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$43.48M
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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
5/16/2024Captrust 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%
4/29/2024Commonwealth 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%
4/23/2024 Raymond 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%
4/15/2024 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%
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%
1/16/2024 Raymond 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%
1/12/2024 Etesian 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%
11/8/2023Aptus 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%
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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%
10/24/2023 Raymond James Financial Services Advisors Inc.63,977$6.01M0.0%-6.1%1.347%
10/24/2023 Raymond James & Associates3,336$313K0.0%-21.9%0.070%
10/24/2023 RHS Financial LLC13,986$1.31M0.9%-1.8%0.294%
10/23/2023 ST Germain D J Co. Inc.573,732$53.89M3.0%-6.8%12.079%
10/19/2023 Etesian 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%
10/16/2023 LexAurum 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%
9/7/2023 ST 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%
8/7/2023 Modera Wealth Management LLC364,868$35.67M0.6%-3.5%7.681%
8/7/2023 WBI Investments Inc.2,837$277K0.1%+18.3%0.060%
8/4/2023 Apollon Wealth Management LLC31,155$3.05M0.1%-49.5%0.656%
8/3/2023 CWM LLC1,356$133K0.0%-8.2%0.029%
8/2/2023 MAI Capital Management2,064$202K0.0%N/A0.043%
7/31/2023 LPL 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%
7/27/2023 Empire 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%
7/25/2023 Raymond James Financial Services Advisors Inc.68,109$6.66M0.0%+10.0%1.310%
7/25/2023 Raymond James & Associates4,272$418K0.0%-29.7%0.082%
7/25/2023 Sanctuary Wealth Management L.L.C.1,066$104K0.1%N/A0.021%
7/21/2023 RHS Financial LLC14,238$1.39M1.0%+160.4%0.274%
7/18/2023 Planning Alternatives Ltd. ADV517,823$50.63M9.3%+0.9%9.958%
7/17/2023 Clear Creek Financial Management LLC4,326$423K0.1%-4.1%0.083%
7/13/2023 Cambridge Investment Research Advisors Inc.22,798$2.23M0.0%-0.9%0.438%
7/12/2023 Independent Wealth Network Inc.12,166$1.19M0.7%+0.8%0.234%
5/18/2023SkyView Investment Advisors LLC47,831$4.57M1.1%N/A0.920%
5/12/2023GeoWealth Management LLC52,603$5.03M0.6%-2.1%1.012%
5/12/2023 UBS Group AG340,436$32.55M0.0%-2.6%6.547%
5/12/2023Avant Capital LLC6,302$603K0.7%-2.4%0.121%
5/11/2023Commonwealth Equity Services LLC26,400$2.52M0.0%-3.5%0.508%
5/11/2023 One Capital Management LLC58,229$5.57M0.3%-0.8%1.120%
5/10/2023 Private Advisor Group LLC5,877$562K0.0%N/A0.113%
5/10/2023 North Star Asset Management Inc.2,800$268K0.0%-12.9%0.054%
5/10/2023 LPL Financial LLC171,920$16.44M0.0%+6.0%3.306%
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5/9/2023Aptus Capital Advisors LLC3,061$293K0.0%N/A0.059%
5/9/2023 Foster & Motley Inc.4,719$451K0.0%+7.4%0.091%
5/9/2023 Bellevue Asset Management LLC55,012$5.26M3.6%+0.6%1.058%
5/5/2023 Modera Wealth Management LLC377,909$36.13M1.4%-7.7%7.267%
5/4/2023 Beacon Investment Advisory Services Inc.4,852$464K0.0%-21.8%0.093%
5/4/2023 Planning Alternatives Ltd. ADV513,392$49.09M9.6%+0.4%9.873%
5/2/2023 HHM Wealth Advisors LLC33,925$3.24M0.7%-0.8%0.652%
4/28/2023 Ameritas Advisory Services LLC2,284$219K0.0%-39.0%0.044%
4/27/2023 RHS Financial LLC5,468$523K0.4%+61.5%0.105%
4/20/2023 Empire Financial Management Company LLC55,517$5.31M2.2%N/A1.068%
(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, 60 institutional investors and hedge funds held shares of JPMorgan Diversified Return US Equity ETF. The most heavily invested institutionals were ST Germain D J Co. Inc. ($56.55M), Planning Alternatives Ltd. ADV ($53.25M), Bank of America Corp DE ($44.47M), UBS Group AG ($33.94M), Modera Wealth Management LLC ($33.14M), Captrust Financial Advisors ($23.75M), and Wealth Enhancement Advisory Services LLC ($21.07M).Learn more on JPUS's institutional investors.

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

Of the 40 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), Raymond James Financial Services Advisors Inc. ($49.56K), SkyView Investment Advisors LLC ($47.83K), Bank of America Corp DE ($33.83K), Quantitative Advantage LLC ($32.40K), and RHS Financial LLC ($18.61K).

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

Institutional investors have bought a total of 1,010,191 shares in the last 24 months. This purchase volume represents approximately $97.46M in transactions.

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

Of the 48 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 ($482.64K), LPL Financial LLC ($132.69K), ST Germain D J Co. Inc. ($66.38K), LexAurum Advisors LLC ($58.48K), GeoWealth Management LLC ($52.89K), Bellevue Asset Management LLC ($50.16K), 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 1,068,310 shares in the last 24 months. This volume of shares sold represents approximately $101.89M in transactions.


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This page (NYSEARCA:JPUS) was last updated on 5/16/2024 by MarketBeat.com Staff

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