JPMORGAN DIV RET US EQ ETF (JPUS) Top Institutional Shareholders
JPMORGAN DIV RET US EQ ETF (JPUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $264.57M in JPUS holdings during the latest filing period.
Modera Wealth Management, Llc is currently the largest disclosed institutional shareholder of JPUS tracked by InsiderSet, reporting ownership valued at approximately $32.16M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.18M, representing an estimated gain of +6.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed JPUS value among the investors covered in this analysis. Major shareholders include Modera Wealth Management, Llc, St Germain D J Co Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JPMORGAN DIV RET US EQ ETF (JPUS).
This page ranks the largest institutional JPUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$264.57M
Largest Holder
Modera Wealth Management, Llc
Largest Position
$32.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Modera Wealth Management, Llc | 0.39% | 246,972 | $32,158,176 | $34,183,938 | +$2,025,762 | +6.30% | |
| St Germain D J Co Inc | 1.23% | 237,790 | $30,962,636 | $32,913,037 | +$1,950,401 | +6.30% | |
| Bank Of America Corp | 0.00% | 230,203 | $29,974,733 | $31,862,904 | +$1,888,171 | +6.30% | |
| Captrust Financial Advisors | 0.05% | 228,110 | $29,700,321 | $31,573,207 | +$1,872,886 | +6.31% | |
| Ubs Group Ag | 0.00% | 131,804 | $17,162,199 | $18,243,282 | +$1,081,083 | +6.30% | |
| Highpoint Advisor Group Llc | 0.65% | 118,596 | $15,442,399 | $16,415,133 | +$972,734 | +6.30% | |
| Sterneck Capital Management, Llc | 5.39% | 92,122 | $11,995,244 | $12,750,809 | +$755,565 | +6.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 77,077 | $10,131,109 | $10,668,397 | +$537,288 | +5.30% | |
| Lpl Financial Llc | 0.00% | 73,878 | $9,619,611 | $10,225,617 | +$606,006 | +6.30% | |
| Morgan Stanley | 0.00% | 52,455 | $6,830,192 | $7,260,412 | +$430,220 | +6.30% | |
| Jones Financial Companies Lllp | 0.00% | 51,853 | $6,661,476 | $7,177,088 | +$515,612 | +7.74% | |
| Raymond James Financial Inc | 0.00% | 45,304 | $5,899,083 | $6,270,626 | +$371,543 | +6.30% | |
| Financially In Tune, Llc | 4.38% | 39,157 | $5,098,633 | $5,419,807 | +$321,174 | +6.30% | |
| Apollon Wealth Management, Llc | 0.08% | 38,820 | $5,054,697 | $5,373,162 | +$318,465 | +6.30% | |
| Osaic Holdings, Inc. | 0.01% | 32,339 | $4,211,644 | $4,476,112 | +$264,468 | +6.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,274 | $3,030,563 | $3,221,406 | +$190,843 | +6.30% | |
| Vise Technologies, Inc. | 0.06% | 23,509 | $2,913,861 | $3,253,932 | +$340,071 | +11.67% | |
| Wells Fargo & Company/Mn | 0.00% | 22,368 | $2,912,487 | $3,096,004 | +$183,517 | +6.30% | |
| Hhm Wealth Advisors, Llc | 0.33% | 21,801 | $2,838,709 | $3,017,524 | +$178,815 | +6.30% | |
| Mn Wealth Advisors, Llc | 0.98% | 15,534 | $2,022,770 | $2,150,095 | +$127,325 | +6.29% | |
| Schiavi & Co Llc | 0.54% | 26,410 | $1,827,264 | $3,655,466 | +$1,828,202 | +100.05% | |
| Private Advisor Group, Llc | 0.01% | 12,252 | $1,595,368 | $1,695,826 | +$100,458 | +6.30% | |
| Farther Finance Advisors, Llc | 0.01% | 11,451 | $1,498,541 | $1,584,958 | +$86,417 | +5.77% | |
| Aqr Capital Management Llc | 0.00% | 11,193 | $1,457,442 | $1,549,248 | +$91,806 | +6.30% | |
| Rhs Financial, Llc | 0.65% | 10,512 | $1,368,792 | $1,454,989 | +$86,197 | +6.30% | |
| Hershey Financial Advisers, Llc | 1.17% | 10,367 | $1,349,887 | $1,434,919 | +$85,032 | +6.30% | |
| Lexaurum Advisors, Llc | 0.15% | 8,893 | $1,157,910 | $1,230,900 | +$72,990 | +6.30% | |
| Planning Alternatives Ltd | 0.14% | 8,523 | $1,109,780 | $1,179,687 | +$69,907 | +6.30% | |
| Patten Group, Inc. | 0.16% | 7,256 | $944,795 | $1,004,319 | +$59,524 | +6.30% | |
| Elevation Wealth Management Llc | 0.80% | 6,663 | $867,620 | $922,240 | +$54,620 | +6.30% | |
| Avant Capital Llc | 0.60% | 6,578 | $856,475 | $910,475 | +$54,000 | +6.30% | |
| Vestgen Advisors, Llc | 0.02% | 5,688 | $772,715 | $787,289 | +$14,574 | +1.89% | |
| Wealth Enhancement Trust Services, Inc. | 0.09% | 5,874 | $764,854 | $813,033 | +$48,179 | +6.30% | |
| Medallion Wealth Advisors, Llc | 0.05% | 5,500 | $674,041 | $761,267 | +$87,226 | +12.94% | |
| Kelly Financial Group Llc | 0.15% | 4,699 | $611,857 | $650,399 | +$38,542 | +6.30% | |
| Citigroup Inc | 0.00% | 4,473 | $582,429 | $619,118 | +$36,689 | +6.30% | |
| Empire Financial Management Company, Llc | 0.13% | 4,398 | $572,663 | $608,737 | +$36,074 | +6.30% | |
| Targeted Financial Services Llc | 0.46% | 4,269 | $555,865 | $590,882 | +$35,017 | +6.30% | |
| Bellevue Asset Management, Llc | 0.27% | 4,219 | $549,375 | $583,961 | +$34,586 | +6.30% | |
| Beacon Investment Advisory Services, Inc. | 0.02% | 3,897 | $507,429 | $539,392 | +$31,963 | +6.30% | |
| Susquehanna International Group, Llp | 0.00% | 3,757 | $489,199 | $520,015 | +$30,816 | +6.30% | |
| Allegheny Financial Group | 0.06% | 3,675 | $478,649 | $508,665 | +$30,016 | +6.27% | |
| Fmr Llc | 0.00% | 3,591 | $467,587 | $497,038 | +$29,451 | +6.30% | |
| Ameriprise Financial Inc | 0.00% | 3,587 | $466,830 | $496,485 | +$29,655 | +6.35% | |
| Cetera Investment Advisers | 0.00% | 3,552 | $462,442 | $491,640 | +$29,198 | +6.31% | |
| Hightower Advisors, Llc | 0.00% | 3,407 | $443,712 | $471,570 | +$27,858 | +6.28% | |
| Albion Financial Group | 0.03% | 3,200 | $416,672 | $442,919 | +$26,247 | +6.30% | |
| Wealthedge Investment Advisors, Llc | 0.15% | 3,149 | $410,044 | $435,860 | +$25,816 | +6.30% | |
| Creativeone Wealth, Llc | 0.01% | 2,896 | $377,082 | $400,842 | +$23,760 | +6.30% | |
| Etesian Wealth Advisors, Inc. | 0.12% | 2,809 | $365,722 | $388,800 | +$23,078 | +6.31% |
Frequently asked questions about JPUS
Who owns the most JPUS stock?
The largest holders of JPUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN DIV RET US EQ ETF (JPUS).
Is JPUS widely held by superinvestors?
Many widely followed stocks like JPUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPUS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.