JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q2 2025 (June 30)83holders −2
5new positions
8sold out
1famous investor
$118.33avg. 13F price*
At the end of Q2 2025, 83 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings, down 2 from Q1 2025. 5 opened new positions and 8 sold out. The largest holders were Modera Wealth Management, LLC ($32.7M), Bank of America Corp. ($31.4M) and St Germain D J Co. Inc. ($30.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $373K |
| Exits | 8 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 70,112 shares bought and 520,491 shares sold, net −450,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Modera Wealth Management, LLC | 0.41% | Reduce -6.7% | 276,908 | $32.7M |
| Bank of America Corp. | 0.00% | Add +0.2% | 265,612 | $31.4M |
| St Germain D J Co. Inc. | 1.31% | Reduce -41.0% | 257,030 | $30.4M |
| Captrust Financial Advisors | 0.06% | Add +2.1% | 213,423 | $25.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -21.5% | 143,721 | $17.3M |
| UBS Group AG | 0.00% | Add +4.0% | 134,827 | $15.9M |
| Sterneck Capital Management, LLC | 5.09% | Add +3.9% | 84,758 | $10.0M |
| LPL Financial LLC | 0.00% | Add +66.2% | 57,402 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 51,841 | $6.1M |
| Apollon Wealth Management, LLC | 0.11% | Add +4.1% | 46,957 | $5.6M |
| Morgan Stanley | 0.00% | Add +4.6% | 45,650 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.5% | 41,068 | $4.9M |
| Vise Technologies, Inc. | 0.13% | — | 27,593 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 27,213 | $3.2M |
| HHM Wealth Advisors, LLC | 0.31% | No change | 22,291 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 22,170 | $2.6M |
| Planning Alternatives Ltd. | 0.36% | Reduce -90.8% | 21,694 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 20,413 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 19,900 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +11.8% | 17,677 | $2.1M |
| MN Wealth Advisors, LLC | 1.15% | Reduce -12.3% | 16,752 | $2.0M |
| Fort Point Capital Partners LLC | 0.19% | Reduce -1.1% | 15,983 | $1.9M |
| Independent Wealth Network Inc. | 0.54% | Add +1.0% | 12,644 | $1.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +67.3% | 11,709 | $1.4M |
| AQR Capital Management | 0.00% | Add +13.6% | 11,705 | $1.4M |
| RHS Financial, LLC | 0.73% | Add +0.4% | 10,887 | $1.3M |
| Empire Financial Management Company, LLC | 0.34% | Reduce -8.1% | 10,028 | $1.2M |
| LexAurum Advisors, LLC | 0.17% | Reduce -4.4% | 9,300 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +62.1% | 8,772 | $1.0M |
| Clear Point Advisors Inc. | 0.84% | Reduce -1.9% | 8,454 | $999K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 7,633 | $902K |
| Avant Capital LLC | 0.70% | Add +5.6% | 7,612 | $900K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.8% | 6,860 | $811K |
| Schiavi & Co LLC | 0.26% | No change | 6,567 | $776K |
| Susquehanna International Group, LLP | 0.00% | Add +7.9% | 6,551 | $774K |
| Interactive Financial Advisors, Inc. | 0.31% | Reduce -4.7% | 5,315 | $628K |
| Patten Group, Inc. | 0.12% | Add +29.6% | 4,878 | $577K |
| Kelly Financial Group LLC | 0.17% | Add +17.8% | 4,863 | $575K |
| Etesian Wealth Advisors, Inc. | 0.21% | Reduce -2.3% | 4,693 | $555K |
| Bellevue Asset Management, LLC | 0.26% | Reduce -2.2% | 4,540 | $537K |
| FMR LLC | 0.00% | Reduce -4.5% | 4,536 | $536K |
| Citigroup Inc. | 0.00% | Add +2.4% | 4,535 | $536K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 4,077 | $482K |
| Nwam LLC | 0.03% | Reduce -5.6% | 3,648 | $432K |
| Foster & Motley Inc. | 0.02% | Reduce -1.5% | 3,593 | $425K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 3,534 | $418K |
| Wealthedge Investment Advisors, LLC | 0.17% | Reduce -34.8% | 3,434 | $406K |
| Quantinno Capital Management LP | 0.00% | Reduce -9.6% | 3,235 | $382K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.7% | 3,209 | $379K |
| Albion Financial Group | 0.02% | No change | 3,200 | $378K |
| Cetera Investment Advisers | 0.00% | Reduce -2.5% | 2,893 | $342K |
| VestGen Advisors, LLC | 0.01% | No change | 2,844 | $336K |
| Kathmere Capital Management, LLC | 0.03% | No change | 2,797 | $331K |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 2,732 | $323K |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.2% | 2,638 | $311K |
| Intrua Financial, LLC | 0.04% | No change | 2,630 | $311K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.3% | 2,399 | $284K |
| Focus Financial Network, Inc. | 0.01% | Add +0.5% | 2,321 | $274K |
| Jane Street Group, LLC | 0.00% | Reduce -83.5% | 2,030 | $240K |
| Mgo One Seven LLC | 0.01% | New | 2,010 | $238K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,492 | $176K |
| Royal Bank of Canada | 0.00% | Add +8.5% | 1,413 | $167K |
| MAI Capital Management | 0.00% | Add +0.2% | 1,252 | $148K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,100 | $131K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,042 | $123K |
| Cwm, LLC | 0.00% | Add +0.3% | 995 | $118K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +112.6% | 948 | $112K |
| Ancora Advisors LLC | 0.00% | Reduce -9.9% | 911 | $108K |
| Ameritas Advisory Services, LLC | 0.01% | New | 890 | $105K |
| Private Trust Co. NA | 0.01% | Reduce -0.7% | 605 | $72K |
| Nova Wealth Management, Inc. | 0.05% | Add +141.9% | 537 | $63K |
| Arlington Trust Co LLC | 0.01% | No change | 500 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 410 | $48K |
| Ameriflex Group, Inc. | 0.02% | No change | 373 | $44K |
| Principal Securities, Inc. | 0.00% | No change | 352 | $42K |
| US Bancorp \de | 0.00% | No change | 275 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | New | 209 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +196.1% | 151 | $18K |
| Comerica Bank | 0.00% | No change | 121 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 103 | $12K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $10K |
| Paladin Advisory Group, LLC | 0.00% | New | 47 | $6K |
| IFP Advisors, Inc | 0.00% | New | 3 | $355 |
"% 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.