JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q1 2024 (March 31)79holders
2famous investors
$111.99avg. 13F price*
At the end of Q1 2024, 79 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings. The largest holders were Planning Alternatives Ltd. ($57.8M), St Germain D J Co. Inc. ($56.5M) and Modera Wealth Management, LLC ($37.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Div Ret US Eq ETF
- CUSIP
- 46641Q407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.2M |
| Exits | 5 | $1.3M |
Ownership 79 holders
| Planning Alternatives Ltd. | 9.50% | Reduce -0.4% | 516,253 | $57.8M |
| St Germain D J Co. Inc. | 2.76% | Reduce -4.6% | 504,846 | $56.5M |
| Modera Wealth Management, LLC | 0.58% | Reduce -2.4% | 337,958 | $37.9M |
| UBS Group AG | 0.01% | Reduce -6.1% | 310,355 | $34.8M |
| Bank of America Corp. | 0.00% | Reduce -49.2% | 236,458 | $26.5M |
| Captrust Financial Advisors | 0.09% | Reduce -1.3% | 212,055 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.0% | 188,103 | $21.1M |
| Sterneck Capital Management, LLC | 5.11% | Add +4.9% | 76,253 | $8.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 63,405 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 51,268 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -41.8% | 47,619 | $5.3M |
| Apollon Wealth Management, LLC | 0.11% | Add +2.2% | 32,238 | $3.6M |
| HHM Wealth Advisors, LLC | 0.49% | Reduce -7.5% | 26,760 | $3.0M |
| LPL Financial LLC | 0.00% | Add +0.7% | 22,863 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | No change | 22,718 | $2.5M |
| MN Wealth Advisors, LLC | 1.43% | Reduce -0.6% | 20,577 | $2.3M |
| Etesian Wealth Advisors, Inc. | 1.26% | Reduce -5.7% | 19,621 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 18,743 | $2.1M |
| RHS Financial, LLC | 1.20% | Add +6.5% | 18,353 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +272.9% | 17,433 | $2.0M |
| Empire Financial Management Company, LLC | 0.58% | Reduce -12.4% | 15,605 | $1.7M |
| Fort Point Capital Partners LLC | 0.23% | Reduce -3.3% | 15,306 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.7% | 15,138 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +2.8% | 13,675 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +22.6% | 12,836 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +5210.7% | 11,418 | $1.3M |
| LexAurum Advisors, LLC | 0.29% | Reduce -0.7% | 10,353 | $1.2M |
| Independent Wealth Network Inc. | 0.53% | Add +0.6% | 10,154 | $1.1M |
| Clear Point Advisors Inc. | 0.92% | Reduce -10.6% | 10,017 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +436.8% | 6,807 | $763K |
| SignalPoint Asset Management, LLC | 0.20% | Reduce -0.8% | 6,655 | $745K |
| Schiavi & Co LLC | 0.29% | No change | 6,567 | $736K |
| Private Advisor Group, LLC | 0.01% | Add +10.4% | 6,533 | $732K |
| AQR Capital Management | 0.00% | New | 6,475 | $725K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 5,986 | $670K |
| Interactive Financial Advisors, Inc. | 0.37% | Add +426.7% | 5,904 | $661K |
| Bellevue Asset Management, LLC | 0.35% | Reduce -41.1% | 5,484 | $614K |
| One Capital Management, LLC | 0.02% | Reduce -3.5% | 4,838 | $542K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -22.6% | 4,782 | $536K |
| Citigroup Inc. | 0.00% | Add +0.3% | 4,750 | $532K |
| HighTower Advisors, LLC | 0.00% | New | 4,691 | $525K |
| Foster & Motley Inc. | 0.03% | Reduce -1.2% | 4,367 | $489K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -16.0% | 4,077 | $457K |
| Nwam LLC | 0.03% | No change | 3,865 | $423K |
| Wolverine Trading, LLC | 0.00% | Add +25.8% | 3,748 | $420K |
| Intrua Financial, LLC | 0.06% | No change | 3,680 | $412K |
| Ameriprise Financial Inc. | 0.00% | Add +6.4% | 3,420 | $383K |
| Raymond James & Associates | 0.00% | Add +2.0% | 3,364 | $377K |
| Patten Group, Inc. | 0.09% | Reduce -77.5% | 3,344 | $375K |
| Cetera Investment Advisers | 0.00% | New | 3,250 | $364K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 3,062 | $343K |
| Principal Securities, Inc. | 0.01% | Reduce -27.3% | 3,023 | $339K |
| Kathmere Capital Management, LLC | 0.04% | No change | 2,797 | $313K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 2,752 | $308K |
| FMR LLC | 0.00% | Add +31.4% | 2,606 | $292K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.8% | 2,434 | $273K |
| North Star Asset Management Inc. | 0.01% | No change | 2,350 | $263K |
| Focus Financial Network, Inc. | 0.01% | — | 2,445 | $259K |
| MAI Capital Management | 0.00% | Add +0.1% | 2,068 | $232K |
| Citadel Advisors | 0.00% | Reduce -47.6% | 2,059 | $231K |
| Ancora Advisors LLC | 0.01% | Reduce -10.7% | 2,058 | $231K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,012 | $225K |
| Stifel Financial Corp. | 0.00% | Reduce -25.9% | 1,885 | $211K |
| Virtue Capital Management, LLC | 0.04% | New | 1,916 | $208K |
| Continuum Advisory, LLC | 0.03% | New | 1,871 | $207K |
| Advisory Services Network, LLC | 0.00% | No change | 1,808 | $203K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,147 | $128K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,042 | $117K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 603 | $68K |
| Comerica Bank | 0.00% | No change | 600 | $67K |
| Jones Financial Companies LLLP | 0.00% | New | 471 | $53K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | Reduce -1.1% | 452 | $51K |
| Tyler-Stone Wealth Management | 0.02% | No change | 355 | $40K |
| US Bancorp \de | 0.00% | New | 275 | $31K |
| Sandy Spring Bank | 0.00% | New | 250 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 224 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 214 | $24K |
| NewEdge Advisors, LLC | 0.00% | New | 84 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -15.9% | 53 | $6K |
"% of holder's portfolio" is JPUS's weight in each manager's 13F, not the share of JPMorgan Div Ret US Eq ETF the manager owns.