JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q1 2025 (March 31)85holders
5new positions
3sold out
2famous investors
$115.19avg. 13F price*
At the end of Q1 2025, 85 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings, unchanged from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were St Germain D J Co. Inc. ($50.2M), Modera Wealth Management, LLC ($34.2M) and Bank of America Corp. ($30.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.4M |
| Exits | 3 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 115,858 shares bought and 379,109 shares sold, net −263,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| St Germain D J Co. Inc. | 2.36% | Reduce -1.9% | 436,041 | $50.2M |
| Modera Wealth Management, LLC | 0.46% | Reduce -3.5% | 296,837 | $34.2M |
| Bank of America Corp. | 0.00% | Add +0.7% | 265,069 | $30.5M |
| Planning Alternatives Ltd. | 4.17% | Reduce -55.1% | 236,118 | $27.2M |
| Captrust Financial Advisors | 0.06% | Add +2.1% | 209,071 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +16.9% | 183,077 | $21.1M |
| UBS Group AG | 0.00% | Reduce -0.4% | 129,692 | $14.9M |
| Sterneck Capital Management, LLC | 5.08% | Add +1.3% | 81,596 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 57,683 | $6.6M |
| Apollon Wealth Management, LLC | 0.11% | Add +12.9% | 45,092 | $5.2M |
| Morgan Stanley | 0.00% | Add +2.9% | 43,628 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -35.2% | 37,837 | $4.4M |
| LPL Financial LLC | 0.00% | Add +53.8% | 34,545 | $4.0M |
| Citadel Advisors | 0.00% | New | 22,713 | $2.6M |
| HHM Wealth Advisors, LLC | 0.35% | No change | 22,291 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 21,198 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +26.4% | 20,842 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.7% | 20,313 | $2.3M |
| MN Wealth Advisors, LLC | 1.29% | Reduce -2.2% | 19,099 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 18,968 | $2.2M |
| Fort Point Capital Partners LLC | 0.21% | Add +3.7% | 16,162 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +93.2% | 15,805 | $1.8M |
| Independent Wealth Network Inc. | 0.58% | Add +1.5% | 12,524 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +146.4% | 12,283 | $1.4M |
| Empire Financial Management Company, LLC | 0.39% | Reduce -4.0% | 10,913 | $1.3M |
| RHS Financial, LLC | 0.70% | Reduce -12.8% | 10,845 | $1.2M |
| AQR Capital Management | 0.00% | No change | 10,307 | $1.2M |
| LexAurum Advisors, LLC | 0.22% | Reduce -0.2% | 9,729 | $1.1M |
| Clear Point Advisors Inc. | 0.89% | Reduce -5.7% | 8,613 | $986K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.9% | 7,612 | $877K |
| Avant Capital LLC | 0.69% | Add +7.5% | 7,210 | $831K |
| Farther Finance Advisors, LLC | 0.02% | Add +1441.6% | 6,999 | $807K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.6% | 6,986 | $805K |
| Schiavi & Co LLC | 0.28% | No change | 6,567 | $757K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.5% | 6,069 | $699K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 5,599 | $645K |
| Interactive Financial Advisors, Inc. | 0.34% | Add +0.0% | 5,575 | $642K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.0% | 5,410 | $623K |
| Wealthedge Investment Advisors, LLC | 0.27% | Reduce -38.9% | 5,266 | $607K |
| Etesian Wealth Advisors, Inc. | 0.24% | Reduce -6.6% | 4,802 | $553K |
| FMR LLC | 0.00% | Reduce -3.8% | 4,752 | $547K |
| Bellevue Asset Management, LLC | 0.29% | Reduce -14.7% | 4,641 | $535K |
| One Capital Management, LLC | 0.02% | No change | 4,528 | $522K |
| Citigroup Inc. | 0.00% | Reduce -7.5% | 4,428 | $510K |
| Kelly Financial Group LLC | 0.15% | Add +103.8% | 4,127 | $475K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 4,077 | $470K |
| Nwam LLC | 0.04% | No change | 3,865 | $445K |
| Patten Group, Inc. | 0.10% | No change | 3,764 | $434K |
| Foster & Motley Inc. | 0.03% | Reduce -10.4% | 3,648 | $420K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.6% | 3,634 | $419K |
| Quantinno Capital Management LP | 0.00% | New | 3,577 | $412K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 3,564 | $411K |
| Albion Financial Group | 0.03% | No change | 3,200 | $369K |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 3,149 | $363K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 2,968 | $342K |
| VestGen Advisors, LLC | 0.01% | — | 2,844 | $328K |
| Kathmere Capital Management, LLC | 0.03% | No change | 2,797 | $322K |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 2,743 | $316K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.7% | 2,704 | $312K |
| Intrua Financial, LLC | 0.05% | Reduce -16.0% | 2,630 | $303K |
| Blue Oak Capital, LLC | 0.17% | Reduce -9.7% | 2,596 | $299K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 2,309 | $266K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.9% | 2,035 | $234K |
| North Star Asset Management Inc. | 0.01% | Reduce -14.9% | 2,000 | $230K |
| Virtue Capital Management, LLC | 0.03% | New | 1,916 | $220K |
| Continuum Advisory, LLC | 0.02% | No change | 1,571 | $181K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,492 | $172K |
| Royal Bank of Canada | 0.00% | Add +34.5% | 1,302 | $150K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,250 | $144K |
| Medallion Wealth Advisors, LLC | 0.06% | New | 1,100 | $127K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,042 | $120K |
| Ancora Advisors LLC | 0.00% | No change | 1,011 | $116K |
| Cwm, LLC | 0.00% | Add +0.3% | 992 | $114K |
| Private Trust Co. NA | 0.01% | Reduce -4.3% | 609 | $70K |
| Arlington Trust Co LLC | 0.01% | New | 500 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.1% | 446 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 410 | $47K |
| Ameriflex Group, Inc. | 0.02% | No change | 373 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 352 | $40K |
| US Bancorp \de | 0.00% | No change | 275 | $32K |
| Nova Wealth Management, Inc. | 0.02% | Add +12.7% | 222 | $26K |
| Comerica Bank | 0.00% | No change | 121 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +2.0% | 103 | $12K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.3% | 51 | $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.