JPMORGAN DIV RET US EQ ETF JPUS
$140.89
+0.7% 52w: $113.13 – $140.89
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data113.13127.01140.89
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
+5 QoQ
13F value
$273.7M
-1.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$448K calls / — puts
Institutional value by quarter
Number of holders
Who owns JPUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | Wealth advisor | 247.0K | $32.2M | 0.4% | -6.6% |
| ST GERMAIN D J CO INC | Other | 237.8K | $31.0M | 1.2% | -2.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 230.2K | $30.0M | 0.0% | -17.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 228.1K | $29.7M | 0.1% | +1.4% |
| UBS Group AG | Bank broker | 131.8K | $17.2M | 0.0% | -0.1% |
| HighPoint Advisor Group LLC | Wealth advisor | 118.6K | $15.4M | 0.6% | -23.2% |
| Sterneck Capital Management, LLC | Wealth advisor | 92.1K | $12.0M | 5.4% | +3.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 77.1K | $10.1M | 0.0% | -38.2% |
| LPL Financial LLC | Bank broker | 73.9K | $9.6M | 0.0% | +6.6% |
| MORGAN STANLEY | Bank broker | 52.5K | $6.8M | 0.0% | +3.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 51.9K | $6.7M | 0.0% | +24.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 45.3K | $5.9M | 0.0% | +1.2% |
| JPMORGAN CHASE & CO | Bank broker | 40.8K | $5.2M | 0.0% | -9.7% |
| Financially in Tune, LLC | Wealth advisor | 39.2K | $5.1M | 4.4% | 0.0% |
| Apollon Wealth Management, LLC | Diversified mechanical | 38.8K | $5.1M | 0.1% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.3K | $4.2M | 0.0% | +5.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 23.3K | $3.0M | 0.0% | +3.1% |
| Vise Technologies, Inc. | Wealth advisor | 23.5K | $2.9M | 0.1% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 22.4K | $2.9M | 0.0% | +0.2% |
| HHM Wealth Advisors, LLC | Wealth advisor | 21.8K | $2.8M | 0.3% | -1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.8K | $2.7M | 0.0% | +0.1% |
| MN Wealth Advisors, LLC | Wealth advisor | 15.5K | $2.0M | 1.0% | -2.3% |
| Schiavi & Co LLC | Wealth advisor | 26.4K | $1.8M | 0.5% | Held |
| Private Advisor Group, LLC | Wealth advisor | 12.3K | $1.6M | 0.0% | +5.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 11.5K | $1.5M | 0.0% | -1.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 11.2K | $1.5M | 0.0% | -11.7% |
| RHS Financial, LLC | Wealth advisor | 10.5K | $1.4M | 0.6% | -3.0% |
| Hershey Financial Advisers, LLC | Wealth advisor | 10.4K | $1.3M | 1.2% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 9.4K | $1.2M | 0.0% | -13.1% |
| LexAurum Advisors, LLC | Wealth advisor | 8.9K | $1.2M | 0.2% | — |
| PLANNING ALTERNATIVES LTD /ADV | Wealth advisor | 8.5K | $1.1M | 0.1% | -29.4% |
| Patten Group, Inc. | Other | 7.3K | $945K | 0.2% | +49.1% |
| Elevation Wealth Management LLC | Wealth advisor | 6.7K | $868K | 0.8% | +0.1% |
| Avant Capital LLC | Wealth advisor | 6.6K | $856K | 0.6% | -4.3% |
| VestGen Advisors, LLC | Wealth advisor | 5.7K | $773K | 0.0% | New |
| Wealth Enhancement Trust Services, Inc. | Other | 5.9K | $765K | 0.1% | -5.4% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 4.7K | $612K | 0.2% | -2.8% |
| CITIGROUP INC | Bank broker | 4.5K | $582K | 0.0% | -2.0% |
| Empire Financial Management Company, LLC | Other | 4.4K | $573K | 0.1% | -2.7% |
| Targeted Financial Services LLC | Wealth advisor | 4.3K | $556K | 0.5% | +24.5% |
| BELLEVUE ASSET MANAGEMENT, LLC | Other | 4.2K | $549K | 0.3% | +0.1% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | Other | 3.9K | $507K | 0.0% | -4.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 3.8K | $489K | 0.0% | New |
| Allegheny Financial Group | Wealth advisor | 3.7K | $479K | 0.1% | +7.3% |
| FMR LLC | Long only active | 3.6K | $468K | 0.0% | -0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.6K | $467K | 0.0% | +61.9% |
| Cetera Investment Advisers | Wealth advisor | 3.6K | $462K | 0.0% | +4.2% |
| FOSTER & MOTLEY INC | Other | 3.5K | $461K | 0.0% | -0.1% |
| HighTower Advisors, LLC | Diversified mechanical | 3.4K | $444K | 0.0% | -9.6% |
| ALBION FINANCIAL GROUP /UT | Other | 3.2K | $417K | 0.0% | Held |
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