JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q4 2024 (December 31)85holders +8
6new positions
3sold out
1famous investor
$114.11avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings, up 8 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Planning Alternatives Ltd. ($60.0M), St Germain D J Co. Inc. ($50.7M) and Modera Wealth Management, LLC ($35.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.4M |
| Exits | 3 | $673K |
All 13F filers, Q3 2024 → Q4 2024: 128,892 shares bought and 83,772 shares sold, net +45,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Planning Alternatives Ltd. | 9.23% | Add +1.8% | 526,199 | $60.0M |
| St Germain D J Co. Inc. | 2.31% | Reduce -4.5% | 444,688 | $50.7M |
| Modera Wealth Management, LLC | 0.42% | Reduce -3.9% | 307,668 | $35.1M |
| Bank of America Corp. | 0.00% | Add +24.2% | 263,175 | $30.0M |
| Captrust Financial Advisors | 0.07% | Reduce -4.0% | 204,772 | $23.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.0% | 156,648 | $17.9M |
| UBS Group AG | 0.00% | Add +0.3% | 130,240 | $14.9M |
| Sterneck Capital Management, LLC | 4.97% | Reduce -1.5% | 80,568 | $9.2M |
| Raymond James Financial Inc. | 0.00% | — | 58,369 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.6% | 55,523 | $6.3M |
| Morgan Stanley | 0.00% | Add +3.5% | 42,410 | $4.8M |
| Apollon Wealth Management, LLC | 0.11% | Add +7.0% | 39,926 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -24.4% | 22,461 | $2.6M |
| HHM Wealth Advisors, LLC | 0.35% | Reduce -3.0% | 22,291 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 21,953 | $2.5M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 21,841 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | No change | 20,879 | $2.4M |
| MN Wealth Advisors, LLC | 1.25% | Reduce -0.2% | 19,537 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 17,025 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +96.3% | 16,492 | $1.9M |
| Fort Point Capital Partners LLC | 0.20% | Add +0.7% | 15,590 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +35.8% | 15,002 | $1.7M |
| Vise Technologies, Inc. | 0.14% | New | 14,495 | $1.7M |
| RHS Financial, LLC | 0.73% | Reduce -26.2% | 12,438 | $1.4M |
| Independent Wealth Network Inc. | 0.57% | Add +20.0% | 12,334 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 11,514 | $1.3M |
| Empire Financial Management Company, LLC | 0.40% | Reduce -2.2% | 11,362 | $1.3M |
| AQR Capital Management | 0.00% | Add +24.2% | 10,307 | $1.2M |
| LexAurum Advisors, LLC | 0.22% | Reduce -0.4% | 9,745 | $1.1M |
| Clear Point Advisors Inc. | 0.89% | Reduce -3.5% | 9,130 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +307.7% | 8,803 | $1.0M |
| Wealthedge Investment Advisors, LLC | 0.44% | — | 8,616 | $983K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 8,180 | $934K |
| Avant Capital LLC | 0.64% | — | 6,710 | $766K |
| Schiavi & Co LLC | 0.29% | No change | 6,567 | $749K |
| SignalPoint Asset Management, LLC | 0.18% | Reduce -1.4% | 6,390 | $729K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 5,787 | $660K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 5,579 | $637K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -3.3% | 5,574 | $636K |
| Bellevue Asset Management, LLC | 0.32% | Reduce -2.9% | 5,440 | $621K |
| Etesian Wealth Advisors, Inc. | 0.26% | Reduce -40.3% | 5,143 | $587K |
| Jane Street Group, LLC | 0.00% | Reduce -12.2% | 4,985 | $569K |
| FMR LLC | 0.00% | Add +17.7% | 4,938 | $563K |
| Citigroup Inc. | 0.00% | Add +3.9% | 4,789 | $546K |
| One Capital Management, LLC | 0.02% | Reduce -4.2% | 4,528 | $517K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 4,077 | $465K |
| Foster & Motley Inc. | 0.03% | Reduce -1.6% | 4,071 | $465K |
| Nwam LLC | 0.03% | No change | 3,865 | $441K |
| Patten Group, Inc. | 0.10% | Add +18.2% | 3,764 | $430K |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 3,548 | $405K |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 3,461 | $395K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -24.7% | 3,442 | $393K |
| Albion Financial Group | 0.03% | No change | 3,200 | $365K |
| Intrua Financial, LLC | 0.06% | No change | 3,130 | $357K |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 2,901 | $331K |
| Blue Oak Capital, LLC | 0.20% | — | 2,874 | $328K |
| Kathmere Capital Management, LLC | 0.03% | No change | 2,797 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.0% | 2,778 | $317K |
| Truist Financial Corp. | 0.00% | No change | 2,752 | $314K |
| North Star Asset Management Inc. | 0.01% | No change | 2,350 | $268K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 2,301 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 2,075 | $237K |
| Kelly Financial Group LLC | 0.08% | — | 2,025 | $231K |
| Continuum Advisory, LLC | 0.02% | Reduce -16.0% | 1,571 | $179K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.8% | 1,492 | $170K |
| MAI Capital Management | 0.00% | New | 1,249 | $142K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,042 | $119K |
| Ancora Advisors LLC | 0.00% | Reduce -25.7% | 1,011 | $115K |
| Cwm, LLC | 0.00% | Add +0.4% | 989 | $113K |
| Royal Bank of Canada | 0.00% | Reduce -80.8% | 968 | $110K |
| Private Trust Co. NA | 0.01% | Add +1530.8% | 636 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -81.8% | 496 | $57K |
| Farther Finance Advisors, LLC | 0.00% | No change | 454 | $52K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 452 | $52K |
| Geneos Wealth Management Inc. | 0.00% | New | 410 | $47K |
| Ameriflex Group, Inc. | 0.02% | — | 373 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 352 | $40K |
| US Bancorp \de | 0.00% | No change | 275 | $31K |
| Nova Wealth Management, Inc. | 0.02% | — | 197 | $22K |
| GeoWealth Management, LLC | 0.00% | No change | 172 | $20K |
| Comerica Bank | 0.00% | New | 121 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 101 | $12K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 64 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 1 | $200 |
"% 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.