JPMorgan Div Ret US Eq ETFJPUSETF
13F holders, Q1 2026 (March 31)91holders +5
13new positions
6sold out
1famous investor
$129.36avg. 13F price*
At the end of Q1 2026, 91 institutions reported holding JPMorgan Div Ret US Eq ETF (JPUS) in their 13F filings, up 5 from Q4 2025. 13 opened new positions and 6 sold out. The largest holders were Modera Wealth Management, LLC ($32.2M), St Germain D J Co. Inc. ($31.0M) and Bank of America Corp. ($30.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.1M |
| Exits | 6 | $4.3M |
All 13F filers, Q4 2025 → Q1 2026: 63,234 shares bought and 205,836 shares sold, net −142,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Modera Wealth Management, LLC | 0.39% | Reduce -6.7% | 246,972 | $32.2M |
| St Germain D J Co. Inc. | 1.23% | Reduce -2.9% | 237,790 | $31.0M |
| Bank of America Corp. | 0.00% | Reduce -17.2% | 230,203 | $30.0M |
| Captrust Financial Advisors | 0.05% | Add +1.4% | 228,110 | $29.7M |
| UBS Group AG | 0.00% | Reduce -0.1% | 131,804 | $17.2M |
| HighPoint Advisor Group LLC | 0.65% | Reduce -23.2% | 118,596 | $15.4M |
| Sterneck Capital Management, LLC | 5.39% | Add +3.5% | 92,122 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -38.2% | 77,077 | $10.1M |
| LPL Financial LLC | 0.00% | Add +6.6% | 73,878 | $9.6M |
| Morgan Stanley | 0.00% | Add +3.2% | 52,455 | $6.8M |
| Jones Financial Companies LLLP | 0.00% | Add +24.5% | 51,853 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 45,304 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.7% | 40,765 | $5.2M |
| Financially in Tune, LLC | 4.38% | Add +0.0% | 39,157 | $5.1M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.8% | 38,820 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 32,339 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 23,274 | $3.0M |
| Vise Technologies, Inc. | 0.06% | No change | 23,509 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 22,368 | $2.9M |
| HHM Wealth Advisors, LLC | 0.33% | Reduce -1.1% | 21,801 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 20,752 | $2.7M |
| MN Wealth Advisors, LLC | 0.98% | Reduce -2.3% | 15,534 | $2.0M |
| Schiavi & Co LLC | 0.54% | No change | 26,410 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +5.0% | 12,252 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.7% | 11,451 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -11.7% | 11,193 | $1.5M |
| RHS Financial, LLC | 0.65% | Reduce -3.0% | 10,512 | $1.4M |
| Hershey Financial Advisers, LLC | 1.17% | New | 10,367 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.1% | 9,429 | $1.2M |
| LexAurum Advisors, LLC | 0.15% | — | 8,893 | $1.2M |
| Planning Alternatives Ltd. | 0.14% | Reduce -29.4% | 8,523 | $1.1M |
| Patten Group, Inc. | 0.16% | Add +49.1% | 7,256 | $945K |
| Elevation Wealth Management LLC | 0.80% | Add +0.1% | 6,663 | $868K |
| Avant Capital LLC | 0.60% | Reduce -4.3% | 6,578 | $856K |
| VestGen Advisors, LLC | 0.02% | New | 5,688 | $773K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | Reduce -5.4% | 5,874 | $765K |
| Kelly Financial Group LLC | 0.15% | Reduce -2.8% | 4,699 | $612K |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 4,473 | $582K |
| Empire Financial Management Company, LLC | 0.13% | Reduce -2.7% | 4,398 | $573K |
| Targeted Financial Services LLC | 0.46% | Add +24.5% | 4,269 | $556K |
| Bellevue Asset Management, LLC | 0.27% | Add +0.1% | 4,219 | $549K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -4.4% | 3,897 | $507K |
| Susquehanna International Group, LLP | 0.00% | New | 3,757 | $489K |
| Allegheny Financial Group | 0.06% | Add +7.3% | 3,675 | $479K |
| FMR LLC | 0.00% | Reduce -0.9% | 3,591 | $468K |
| Ameriprise Financial Inc. | 0.00% | Add +61.9% | 3,587 | $467K |
| Cetera Investment Advisers | 0.00% | Add +4.2% | 3,552 | $462K |
| Foster & Motley Inc. | 0.02% | Reduce -0.1% | 3,541 | $461K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.6% | 3,407 | $444K |
| Albion Financial Group | 0.03% | No change | 3,200 | $417K |
| Wealthedge Investment Advisors, LLC | 0.15% | Reduce -3.1% | 3,149 | $410K |
| CreativeOne Wealth, LLC | 0.01% | No change | 2,896 | $377K |
| Etesian Wealth Advisors, Inc. | 0.12% | Reduce -13.6% | 2,809 | $366K |
| Kathmere Capital Management, LLC | 0.02% | No change | 2,797 | $364K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,754 | $359K |
| Interactive Financial Advisors, Inc. | 0.23% | Reduce -4.2% | 2,738 | $357K |
| Intrua Financial, LLC | 0.04% | No change | 2,630 | $342K |
| Quantinno Capital Management LP | 0.00% | Reduce -12.5% | 2,476 | $322K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 2,336 | $304K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 2,176 | $283K |
| Midwest Trust Co | 0.00% | New | 2,047 | $267K |
| Mgo One Seven LLC | 0.01% | No change | 2,010 | $262K |
| Truist Financial Corp. | 0.00% | No change | 2,000 | $260K |
| Summit Financial, LLC | 0.00% | New | 1,735 | $226K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 1,679 | $219K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,631 | $212K |
| GTS Securities LLC | 0.01% | No change | 1,629 | $212K |
| Apella Capital, LLC | 0.00% | New | 1,510 | $207K |
| Birchwood Financial Partners, Inc. | 0.19% | Add +0.5% | 1,536 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.8% | 1,405 | $183K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,257 | $164K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,208 | $157K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,100 | $143K |
| Royal Bank of Canada | 0.00% | Reduce -14.5% | 1,100 | $143K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 1,000 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 948 | $123K |
| Cwm, LLC | 0.00% | Reduce -1.1% | 892 | $116K |
| Advisory Services Network, LLC | 0.00% | New | 868 | $113K |
| Ancora Advisors LLC | 0.00% | Reduce -8.1% | 712 | $93K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 637 | $83K |
| Private Trust Co. NA | 0.01% | Add +8.7% | 625 | $81K |
| Geneos Wealth Management Inc. | 0.00% | No change | 410 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.3% | 394 | $51K |
| Assetmark, Inc. | 0.00% | New | 140 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 137 | $18K |
| Fifth Third Bancorp | 0.00% | New | 121 | $16K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.9% | 69 | $9K |
| Wagner Wealth Management, LLC | 0.00% | No change | 56 | $7K |
| Nova Wealth Management, Inc. | 0.00% | No change | 33 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 18 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 3 | $391 |
"% 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.