Who Owns JPUS?
JPMorgan Diversified Return U.S. Equity ETF — Institutional Ownership & 13F Holdings
$136.40
+0.18 (+0.13%)
Market Cap
$425.6M
Shares Outstanding
2,964,126
Institutional Holders
82
Total Inst. Value
$274.8M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
14
Closed Positions
7
Increased
24
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.4M | 446 |
| 2 | ST GERMAIN D J CO INC | $50.2M | 436,041 |
| 3 | Modera Wealth Management, LLC | $34.2M | 296,837 |
| 4 | BANK OF AMERICA CORP /DE/ | $30.5M | 265,069 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.1M | 183,077 |
| 6 | UBS Group AG | $14.9M | 129,692 |
| 7 | Sterneck Capital Management, LLCNew | $9.4M | 81,596 |
| 8 | JPMORGAN CHASE & CO | $6.6M | 57,683 |
| 9 | Apollon Wealth Management, LLC | $5.2M | 45,092 |
| 10 | MORGAN STANLEY | $5.0M | 43,628 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +2K | $30.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +20K | $21.1M |
| Sterneck Capital Management, LLCNew | +82K | $9.4M |
| JPMORGAN CHASE & CO | +2K | $6.6M |
| Apollon Wealth Management, LLC | +5K | $5.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | -290K | $27K |
| RAYMOND JAMES FINANCIAL INC | -21K | $4.4M |
| Modera Wealth Management, LLC | -11K | $34.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -9K | $699K |
| ST GERMAIN D J CO INC | -9K | $50.2M |
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Frequently Asked Questions
How many institutional investors hold JPUS?
As of Q1 2025, 82 institutional investors report holding JPUS (JPMorgan Diversified Return U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most JPUS?
The largest institutional holder of JPUS is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $51.4M in shares.
Are institutions buying or selling JPUS?
This quarter, 14 institutions opened new positions in JPUS and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.