Who owns JPMorgan Diversified Return U.S. Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JPUS from SEC Form 13F filings across 103 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 103 institutions disclosed 2.2M shares of JPMorgan Diversified Return U.S. Equity ETF worth $312.3M — about 69.8% of shares outstanding; the largest disclosed holder is Modera Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
103
13F holders
$312.3M
value, 2026 filers
69.8%
of shares outstanding (2.2M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JPUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | 238,963 | $33.5M | 0.4% | 7.4% | -3.2% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 234,669 | $32.9M | 0.1% | 7.3% | +2.9% |
| 3 | ST GERMAIN D J CO INC | 226,862 | $31.8M | 1.1% | 7.1% | -4.6% |
| 4 | Sanctuary Advisors, LLCNEW | 171,147 | $24.0M | 0.1% | 5.3% | new |
| 5 | UBS Group AG | 133,858 | $18.8M | 0.0% | 4.2% | +1.6% |
| 6 | HighPoint Advisor Group LLC | 99,853 | $14.0M | 0.5% | 3.1% | -15.8% |
| 7 | Sterneck Capital Management, LLC | 91,995 | $12.9M | 5.5% | 2.9% | -0.1% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76,910 | $10.8M | 0.0% | 2.4% | -0.2% |
| 9 | LPL Financial LLC | 73,334 | $10.3M | 0.0% | 2.3% | -0.7% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 64,225 | $9.0M | 0.0% | 2% | +23.9% |
| 11 | AMERIPRISE FINANCIAL INC | 63,644 | $8.9M | 0.0% | 2% | +1674.3% |
| 12 | Kingsview Wealth Management, LLCNEW | 63,386 | $8.9M | 0.1% | 2% | new |
| 13 | MORGAN STANLEY | 52,987 | $7.4M | 0.0% | 1.7% | +1.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 49,071 | $6.9M | 0.0% | 1.5% | +8.3% |
| 15 | JPMORGAN CHASE & CO | 43,799 | $6.2M | 0.0% | 1.4% | +7.4% |
| 16 | Beacon Pointe Advisors, LLCNEW | 39,826 | $5.6M | 0.0% | 1.2% | new |
| 17 | Apollon Wealth Management, LLC | 36,807 | $5.2M | 0.1% | 1.1% | -5.2% |
| 18 | BANK OF AMERICA CORP /DE/ | 35,537 | $5.0M | 0.0% | 1.1% | -84.6% |
| 19 | OSAIC HOLDINGS, INC. | 27,944 | $3.9M | 0.0% | 0.9% | -13.6% |
| 20 | Vise Technologies, Inc. | 26,562 | $3.7M | 0.0% | 0.8% | +13.0% |
| 21 | Schiavi & Co LLC | 26,164 | $1.9M | 0.5% | 0.8% | -0.9% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 23,557 | $3.3M | 0.0% | 0.7% | +1.2% |
| 23 | WELLS FARGO & COMPANY/MN | 22,289 | $3.1M | 0.0% | 0.7% | -0.4% |
| 24 | Cambridge Investment Research Advisors, Inc. | 21,745 | $3.0M | 0.0% | 0.7% | +4.8% |
| 25 | HHM Wealth Advisors, LLC | 20,536 | $2.9M | 0.3% | 0.6% | -5.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.