Who owns JPUS?
JPMorgan Diversified Return U.S. Equity ETF · JPMorgan
103 institutions reported holding JPUS, worth $315.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, NJ | $33.5M | 238,963 | −8,009 shares |
| Captrust Financial Advisors | Raleigh, NC | $32.9M | 234,669 | +6,559 shares |
| St Germain D J Co Inc. | Springfield, MA | $31.8M | 226,862 | −10,928 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $24.0M | 171,147 | New position |
| UBS Group AG | Zurich, Switzerland | $18.8M | 133,858 | +2,054 shares |
| HighPoint Advisor Group LLC | Downers Grove, IL | $14.0M | 99,853 | −18,743 shares |
| Sterneck Capital Management, LLC | Kansas City, MO | $12.9M | 91,995 | −127 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $10.8M | 76,910 | −167 shares |
| LPL Financial LLC | Fort Mill, SC | $10.3M | 73,334 | −544 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $9.0M | 64,225 | +12,372 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPUS?
103 institutional managers reported holding JPUS in Form 13F filings for June 30, 2026, worth $315.5M in total. The largest reported position was held by Modera Wealth Management, LLC, at $33.5M.
Did institutions buy or sell JPUS last quarter?
Reported 13F value rose 18.1% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.