JPUS Institutional Ownership
JPMorgan Diversified Return U.S. Equity ETF
1W: -0.2%
1M: -4.4%
3M: -2.4%
YTD: +9.9%
1Y: +10.5%
3Y: +53.1%
5Y: +52.8%
$137.24
+0.91 (+0.67%)
Weekly Expected Move ±1.2%
$134
$136
$137
$139
$141
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPUS
107
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
18
New Positions
30
Increased
38
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (112 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | 238,963 | $33M | -8,009 | -3.2% | 29Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 234,669 | $32M | +6,559 | +2.9% | 16Q | SEC ↗ |
| 3 | ST GERMAIN D J CO INC | 226,862 | $31M | -10,928 | -4.6% | 13Q | SEC ↗ |
| 4 | Sanctuary Advisors, LLC NEW | 171,147 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 133,858 | $18M | +2,054 | +1.6% | 41Q | SEC ↗ |
| 6 | HighPoint Advisor Group LLC | 99,853 | $14M | -18,743 | -15.8% | 3Q | SEC ↗ |
| 7 | Sterneck Capital Management, LLC | 91,995 | $13M | -127 | -0.1% | 40Q | SEC ↗ |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 76,910 | $11M | -167 | -0.2% | 12Q | SEC ↗ |
| 9 | LPL Financial LLC | 73,334 | $10M | -544 | -0.7% | 39Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 64,225 | $9M | +12,372 | +23.9% | 10Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 63,644 | $9M | +60,057 | +1674.3% | 13Q | SEC ↗ |
| 12 | Kingsview Wealth Management, LLC NEW | 63,386 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 13 | MORGAN STANLEY | 52,987 | $7M | +532 | +1.0% | 38Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 49,071 | $7M | +3,767 | +8.3% | 7Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 43,799 | $6M | +3,034 | +7.4% | 43Q | SEC ↗ |
| 16 | Beacon Pointe Advisors, LLC NEW | 39,826 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Financially in Tune, LLC | 39,157 | $5M | +1 | +0.0% | 2Q | SEC ↗ |
| 18 | Apollon Wealth Management, LLC | 36,807 | $5M | -2,013 | -5.2% | 15Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 35,537 | $5M | -194,666 | -84.6% | 15Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 27,944 | $4M | -4,395 | -13.6% | 26Q | SEC ↗ |
| 21 | Vise Technologies, Inc. | 26,562 | $4M | +3,053 | +13.0% | 5Q | SEC ↗ |
| 22 | Schiavi & Co LLC | 26,164 | $4M | -246 | -0.9% | 11Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 23,557 | $3M | +283 | +1.2% | 35Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 22,289 | $3M | -79 | -0.4% | 39Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 21,745 | $3M | +993 | +4.8% | 40Q | SEC ↗ |
| 26 | HHM Wealth Advisors, LLC | 20,536 | $3M | -1,265 | -5.8% | 31Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC NEW | 16,797 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | MN Wealth Advisors, LLC | 15,529 | $2M | -5 | -0.0% | 11Q | SEC ↗ |
| 29 | RHS Financial, LLC | 13,492 | $2M | +2,980 | +28.3% | 15Q | SEC ↗ |
| 30 | Private Advisor Group, LLC | 13,222 | $2M | +970 | +7.9% | 14Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 11,280 | $2M | -171 | -1.5% | 12Q | SEC ↗ |
| 32 | AQR CAPITAL MANAGEMENT LLC | 11,193 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 10,949 | $2M | +1,520 | +16.1% | 10Q | SEC ↗ |
| 34 | LexAurum Advisors, LLC | 8,711 | $1M | -182 | -2.0% | 2Q | SEC ↗ |
| 35 | PLANNING ALTERNATIVES LTD /ADV | 7,922 | $1M | -601 | -7.1% | 15Q | SEC ↗ |
| 36 | Stratos Wealth Partners, LTD. NEW | 6,975 | $957K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,816 | $935K | +3,059 | +81.4% | 2Q | SEC ↗ |
| 38 | Avant Capital LLC | 6,794 | $932K | +216 | +3.3% | 7Q | SEC ↗ |
| 39 | Elevation Wealth Management LLC | 6,670 | $915K | +7 | +0.1% | 3Q | SEC ↗ |
| 40 | Patten Group, Inc. | 5,936 | $815K | -1,320 | -18.2% | 16Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 5,624 | $772K | +2,072 | +58.3% | 10Q | SEC ↗ |
| 42 | Wealth Enhancement Trust Services, Inc | 5,439 | $746K | -435 | -7.4% | 3Q | SEC ↗ |
| 43 | KELLY FINANCIAL GROUP LLC | 4,688 | $643K | -11 | -0.2% | 7Q | SEC ↗ |
| 44 | CITIGROUP INC | 4,559 | $626K | +86 | +1.9% | 36Q | SEC ↗ |
| 45 | Allegheny Financial Group | 4,547 | $624K | +872 | +23.7% | 3Q | SEC ↗ |
| 46 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 4,528 | $621K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Clear Point Advisors Inc. NEW | 4,507 | $619K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Empire Financial Management Company, L | 4,398 | $604K | — | +0.0% | 14Q | SEC ↗ |
| 49 | BELLEVUE ASSET MANAGEMENT, LLC | 4,224 | $580K | +5 | +0.1% | 27Q | SEC ↗ |
| 50 | Targeted Financial Services LLC | 4,211 | $578K | -58 | -1.4% | 3Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Sanctuary Advisors, LLC | 171,147 | $23M |
| Kingsview Wealth Management, LLC | 63,386 | $9M |
| Beacon Pointe Advisors, LLC | 39,826 | $5M |
| CITADEL ADVISORS LLC | 16,797 | $2M |
| Stratos Wealth Partners, LTD. | 6,975 | $957K |
| BASSO CAPITAL MANAGEMENT, L.P. | 4,528 | $621K |
| Clear Point Advisors Inc. | 4,507 | $619K |
| RFG Advisory, LLC | 2,823 | $387K |
| MML INVESTORS SERVICES, LLC | 2,257 | $310K |
| TWO SIGMA INVESTMENTS, LP | 2,200 | $302K |
| Integrated Wealth Concepts LLC | 1,753 | $241K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,524 | $209K |
| CLG LLC | 1,503 | $206K |
| GuidedMoney, LLC | 1,500 | $206K |
| Continuum Advisory, LLC | 1,373 | $188K |
| IFG Advisory, LLC | 1,108 | $152K |
| BlackRock, Inc. | 880 | $121K |
| Global Retirement Partners, LLC | 72 | $10K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Wealth Network Inc. | 15,514 | $2M |
| Hershey Financial Advisers, LLC | 10,367 | $1M |
| JANE STREET GROUP, LLC | 4,986 | $684K |
| Spire Wealth Management | 3,051 | $419K |
| Gateway Wealth Partners, LLC | 2,754 | $378K |
| MAI Capital Management | 1,257 | $173K |
| Advisory Services Network, LLC | 868 | $119K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +60,057 | +1674.3% | 63,644 |
| JONES FINANCIAL COMPANIES LLLP | +12,372 | +23.9% | 64,225 |
| CAPTRUST FINANCIAL ADVISORS | +6,559 | +2.9% | 234,669 |
| RAYMOND JAMES FINANCIAL INC | +3,767 | +8.3% | 49,071 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,059 | +81.4% | 6,816 |
| Vise Technologies, Inc. | +3,053 | +13.0% | 26,562 |
| JPMORGAN CHASE & CO | +3,034 | +7.4% | 43,799 |
| RHS Financial, LLC | +2,980 | +28.3% | 13,492 |
| Cetera Investment Advisers | +2,072 | +58.3% | 5,624 |
| UBS Group AG | +2,054 | +1.6% | 133,858 |
| NewEdge Advisors, LLC | +1,520 | +16.1% | 10,949 |
| Medallion Wealth Advisors, LLC | +1,437 | +130.6% | 2,537 |
| Cambridge Investment Research Advis | +993 | +4.8% | 21,745 |
| Private Advisor Group, LLC | +970 | +7.9% | 13,222 |
| Allegheny Financial Group | +872 | +23.7% | 4,547 |
| Quantinno Capital Management LP | +793 | +32.0% | 3,269 |
| MORGAN STANLEY | +532 | +1.0% | 52,987 |
| COMMONWEALTH EQUITY SERVICES, LLC | +283 | +1.2% | 23,557 |
| Avant Capital LLC | +216 | +3.3% | 6,794 |
| CITIGROUP INC | +86 | +1.9% | 4,559 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -194,666 | -84.6% | 35,537 |
| HighPoint Advisor Group LLC | -18,743 | -15.8% | 99,853 |
| ST GERMAIN D J CO INC | -10,928 | -4.6% | 226,862 |
| Modera Wealth Management, LLC | -8,009 | -3.2% | 238,963 |
| OSAIC HOLDINGS, INC. | -4,395 | -13.6% | 27,944 |
| VestGen Advisors, LLC | -2,844 | -50.0% | 2,844 |
| Apollon Wealth Management, LLC | -2,013 | -5.2% | 36,807 |
| Patten Group, Inc. | -1,320 | -18.2% | 5,936 |
| HHM Wealth Advisors, LLC | -1,265 | -5.8% | 20,536 |
| UBS AM, a distinct business unit of | -643 | -53.2% | 565 |
| PLANNING ALTERNATIVES LTD /ADV | -601 | -7.1% | 7,922 |
| LPL Financial LLC | -544 | -0.7% | 73,334 |
| Horizon Investments, LLC | -500 | -50.0% | 500 |
| Wealth Enhancement Trust Services, | -435 | -7.4% | 5,439 |
| Midwest Trust Co | -417 | -20.4% | 1,630 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -363 | -25.8% | 1,042 |
| INTERACTIVE FINANCIAL ADVISORS, INC | -272 | -9.9% | 2,466 |
| Schiavi & Co LLC | -246 | -0.9% | 26,164 |
| CreativeOne Wealth, LLC | -200 | -6.9% | 2,696 |
| LexAurum Advisors, LLC | -182 | -2.0% | 8,711 |