JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q4 2025 (December 31)86holders +2
6new positions
8sold out
1famous investor
$123.44avg. 13F price*
At the end of Q4 2025, 86 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($34.5M), Modera Wealth Management, LLC ($32.8M) and St Germain D J Co. Inc. ($30.3M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $20.6M |
| Exits | 8 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 248,756 shares bought and 82,871 shares sold, net +165,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Bank of America Corp. | 0.00% | Add +1.4% | 278,040 | $34.5M |
| Modera Wealth Management, LLC | 0.38% | Reduce -2.9% | 264,562 | $32.8M |
| St Germain D J Co. Inc. | 1.18% | Reduce -1.7% | 244,850 | $30.3M |
| Captrust Financial Advisors | 0.05% | Add +2.1% | 224,867 | $27.9M |
| HighPoint Advisor Group LLC | 0.42% | New | 154,334 | $19.1M |
| UBS Group AG | 0.00% | Add +0.4% | 131,985 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.3% | 124,702 | $15.8M |
| Sterneck Capital Management, LLC | 4.97% | Add +3.0% | 89,024 | $11.0M |
| LPL Financial LLC | 0.00% | Add +8.8% | 69,305 | $8.6M |
| Morgan Stanley | 0.00% | Add +9.3% | 50,828 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.0% | 45,124 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.5% | 44,758 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +9.0% | 41,640 | $5.2M |
| Financially in Tune, LLC | 4.53% | — | 39,156 | $4.9M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -23.6% | 39,152 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +11.0% | 30,541 | $3.8M |
| Vise Technologies, Inc. | 0.06% | Add +715.7% | 23,509 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.7% | 22,585 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 22,321 | $2.8M |
| HHM Wealth Advisors, LLC | 0.32% | Reduce -1.1% | 22,036 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.5% | 20,739 | $2.6M |
| MN Wealth Advisors, LLC | 1.00% | Reduce -2.0% | 15,896 | $2.0M |
| Independent Wealth Network Inc. | 0.59% | Add +7.0% | 15,514 | $1.9M |
| Schiavi & Co LLC | 0.57% | Add +302.2% | 26,410 | $1.8M |
| AQR Capital Management | 0.00% | Add +0.7% | 12,676 | $1.6M |
| Planning Alternatives Ltd. | 0.19% | Reduce -19.5% | 12,079 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 11,663 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.3% | 11,647 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +74.0% | 10,847 | $1.3M |
| RHS Financial, LLC | 0.66% | Add +1.6% | 10,842 | $1.3M |
| Two Sigma Investments, LP | 0.00% | New | 7,100 | $880K |
| Avant Capital LLC | 0.58% | Reduce -5.4% | 6,872 | $852K |
| Elevation Wealth Management LLC | 0.79% | — | 6,658 | $825K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | — | 6,209 | $770K |
| Jane Street Group, LLC | 0.00% | Reduce -64.9% | 4,986 | $618K |
| Patten Group, Inc. | 0.11% | Reduce -12.0% | 4,865 | $603K |
| Kelly Financial Group LLC | 0.15% | Reduce -0.1% | 4,832 | $599K |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 4,564 | $566K |
| Empire Financial Management Company, LLC | 0.12% | Reduce -57.5% | 4,518 | $560K |
| Bellevue Asset Management, LLC | 0.17% | Reduce -6.8% | 4,215 | $523K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 4,077 | $505K |
| Clear Point Advisors Inc. | 0.39% | Reduce -50.3% | 4,044 | $501K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 3,768 | $467K |
| FMR LLC | 0.00% | Reduce -17.8% | 3,622 | $449K |
| Foster & Motley Inc. | 0.02% | Reduce -0.9% | 3,543 | $439K |
| Targeted Financial Services LLC | 0.37% | — | 3,430 | $425K |
| Allegheny Financial Group | 0.06% | New | 3,426 | $425K |
| Cetera Investment Advisers | 0.00% | Add +3.8% | 3,409 | $422K |
| Wealthedge Investment Advisors, LLC | 0.15% | Reduce -5.6% | 3,250 | $403K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -18.1% | 3,250 | $403K |
| Albion Financial Group | 0.02% | No change | 3,200 | $397K |
| Spire Wealth Management | 0.01% | Add +1.0% | 3,051 | $378K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.7% | 2,896 | $359K |
| Interactive Financial Advisors, Inc. | 0.23% | Reduce -31.2% | 2,859 | $354K |
| Quantinno Capital Management LP | 0.00% | Reduce -8.3% | 2,830 | $351K |
| Kathmere Capital Management, LLC | 0.02% | No change | 2,797 | $347K |
| Intrua Financial, LLC | 0.04% | No change | 2,630 | $326K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.1% | 2,328 | $289K |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.2% | 2,216 | $275K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 2,168 | $269K |
| Mgo One Seven LLC | 0.01% | No change | 2,010 | $249K |
| Truist Financial Corp. | 0.00% | Reduce -26.2% | 2,000 | $248K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 1,672 | $207K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,631 | $202K |
| GTS Securities LLC | 0.01% | No change | 1,629 | $202K |
| Birchwood Financial Partners, Inc. | 0.19% | — | 1,529 | $190K |
| Royal Bank of Canada | 0.00% | Reduce -9.0% | 1,286 | $159K |
| MAI Capital Management | 0.00% | Add +0.2% | 1,256 | $156K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,100 | $136K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,042 | $129K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 948 | $118K |
| Cwm, LLC | 0.00% | Reduce -6.7% | 902 | $112K |
| Ancora Advisors LLC | 0.00% | No change | 775 | $96K |
| CIBC Private Wealth Group LLC | 0.00% | New | 731 | $91K |
| Private Trust Co. NA | 0.01% | Reduce -2.0% | 575 | $71K |
| Horizon Investments, LLC | 0.00% | Add +66.1% | 500 | $62K |
| Geneos Wealth Management Inc. | 0.00% | No change | 410 | $51K |
| Harbor Asset Planning, Inc. | 0.04% | New | 393 | $49K |
| Harbour Investments, Inc. | 0.00% | No change | 137 | $17K |
| Comerica Bank | 0.00% | No change | 121 | $15K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +1320.0% | 71 | $9K |
| Wagner Wealth Management, LLC | 0.00% | New | 56 | $7K |
| Nova Wealth Management, Inc. | 0.00% | No change | 33 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 3 | $372 |
| Creative Financial Designs Inc. | 0.00% | No change | 1 | $127 |
"% 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.