JPMORGAN DIV RET US EQ ETF (JPUS) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $311.53M 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 $33.51M in its June 30, 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 $33.39M, representing an estimated loss of -0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed JPUS value among the investors covered in this analysis. Major shareholders include Modera Wealth Management, Llc, Captrust Financial Advisors, St Germain D J Co Inc, 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
100
Total Reported Value
$311.53M
Largest Holder
Modera Wealth Management, Llc
Largest Position
$33.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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 | 0.36% | 238,963 | $33,509,622 | $33,387,910 | -$121,712 | -0.36% | |
| Captrust Financial Advisors | 0.05% | 234,669 | $32,907,548 | $32,787,953 | -$119,595 | -0.36% | |
| St Germain D J Co Inc | 1.14% | 226,862 | $31,812,768 | $31,697,159 | -$115,609 | -0.36% | |
| Sanctuary Advisors, Llc | 0.11% | 171,147 | $23,999,875 | $23,912,659 | -$87,216 | -0.36% | |
| Ubs Group Ag | 0.00% | 133,858 | $18,770,907 | $18,702,640 | -$68,267 | -0.36% | |
| Highpoint Advisor Group Llc | 0.49% | 99,853 | $14,002,373 | $13,951,461 | -$50,912 | -0.36% | |
| Sterneck Capital Management, Llc | 5.53% | 91,995 | $12,900,449 | $12,853,541 | -$46,908 | -0.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 76,910 | $10,819,877 | $10,745,865 | -$74,012 | -0.68% | |
| Lpl Financial Llc | 0.00% | 73,334 | $10,283,599 | $10,246,226 | -$37,373 | -0.36% | |
| Jones Financial Companies Lllp | 0.00% | 64,225 | $9,015,066 | $8,973,517 | -$41,549 | -0.46% | |
| Ameriprise Financial Inc | 0.00% | 63,644 | $8,924,688 | $8,892,340 | -$32,348 | -0.36% | |
| Kingsview Wealth Management, Llc | 0.11% | 63,386 | $8,888,593 | $8,856,292 | -$32,301 | -0.36% | |
| Morgan Stanley | 0.00% | 52,987 | $7,430,492 | $7,403,344 | -$27,148 | -0.37% | |
| Raymond James Financial Inc | 0.00% | 49,071 | $6,881,148 | $6,856,200 | -$24,948 | -0.36% | |
| Jpmorgan Chase & Co | 0.00% | 43,799 | $6,160,879 | $6,119,596 | -$41,283 | -0.67% | |
| Beacon Pointe Advisors, Llc | 0.03% | 39,826 | $5,584,810 | $5,564,489 | -$20,321 | -0.36% | |
| Apollon Wealth Management, Llc | 0.06% | 36,807 | $5,161,388 | $5,142,674 | -$18,714 | -0.36% | |
| Financially In Tune, Llc | 4.38% | 39,157 | $5,098,633 | $5,471,016 | +$372,383 | +7.30% | |
| Bank Of America Corp | 0.00% | 35,537 | $4,983,346 | $4,965,230 | -$18,116 | -0.36% | |
| Osaic Holdings, Inc. | 0.00% | 27,944 | $3,919,298 | $3,904,336 | -$14,962 | -0.38% | |
| Vise Technologies, Inc. | 0.04% | 26,562 | $3,724,815 | $3,711,243 | -$13,572 | -0.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,557 | $3,303,449 | $3,291,384 | -$12,065 | -0.37% | |
| Wells Fargo & Company/Mn | 0.00% | 22,289 | $3,125,524 | $3,114,219 | -$11,305 | -0.36% | |
| Hhm Wealth Advisors, Llc | 0.29% | 20,536 | $2,879,756 | $2,869,290 | -$10,466 | -0.36% | |
| Citadel Advisors Llc | 0.00% | 16,797 | $2,355,437 | $2,346,877 | -$8,560 | -0.36% | |
| Mn Wealth Advisors, Llc | 0.93% | 15,529 | $2,177,670 | $2,169,712 | -$7,958 | -0.37% | |
| Schiavi & Co Llc | 0.50% | 26,164 | $1,875,775 | $3,655,634 | +$1,779,859 | +94.89% | |
| Private Advisor Group, Llc | 0.01% | 13,222 | $1,854,122 | $1,847,378 | -$6,744 | -0.36% | |
| Farther Finance Advisors, Llc | 0.01% | 11,280 | $1,581,904 | $1,576,042 | -$5,862 | -0.37% | |
| Aqr Capital Management Llc | 0.00% | 11,193 | $1,569,592 | $1,563,886 | -$5,706 | -0.36% | |
| Newedge Advisors, Llc | 0.00% | 10,949 | $1,535,340 | $1,529,794 | -$5,546 | -0.36% | |
| Lexaurum Advisors, Llc | 0.14% | 8,711 | $1,221,477 | $1,217,101 | -$4,376 | -0.36% | |
| Planning Alternatives Ltd | 0.12% | 7,922 | $1,110,899 | $1,106,862 | -$4,037 | -0.36% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 6,975 | $978,132 | $974,547 | -$3,585 | -0.37% | |
| Susquehanna International Group, Llp | 0.00% | 6,816 | $955,805 | $952,332 | -$3,473 | -0.36% | |
| Avant Capital Llc | 0.60% | 6,794 | $952,662 | $949,258 | -$3,404 | -0.36% | |
| Elevation Wealth Management Llc | 0.70% | 6,670 | $935,291 | $931,932 | -$3,359 | -0.36% | |
| Patten Group, Inc. | 0.13% | 5,936 | $832,407 | $829,378 | -$3,029 | -0.36% | |
| Cetera Investment Advisers | 0.00% | 5,624 | $788,659 | $785,785 | -$2,874 | -0.36% | |
| Wealth Enhancement Trust Services, Inc. | 0.08% | 5,439 | $762,709 | $759,937 | -$2,772 | -0.36% | |
| Kelly Financial Group Llc | 0.15% | 4,688 | $657,396 | $655,007 | -$2,389 | -0.36% | |
| Citigroup Inc | 0.00% | 4,559 | $639,307 | $636,983 | -$2,324 | -0.36% | |
| Allegheny Financial Group | 0.07% | 4,547 | $637,667 | $635,307 | -$2,360 | -0.37% | |
| Basso Capital Management, L.P. | 0.16% | 4,528 | $634,960 | $632,652 | -$2,308 | -0.36% | |
| Empire Financial Management Company, Llc | 0.24% | 4,398 | $616,729 | $614,489 | -$2,240 | -0.36% | |
| Bellevue Asset Management, Llc | 0.27% | 4,224 | $592,355 | $590,177 | -$2,178 | -0.37% | |
| Targeted Financial Services Llc | 0.44% | 4,211 | $590,504 | $588,361 | -$2,143 | -0.36% | |
| Beacon Investment Advisory Services, Inc. | 0.02% | 3,897 | $546,475 | $544,489 | -$1,986 | -0.36% | |
| Foster & Motley Inc | 0.02% | 3,539 | $496,000 | $494,469 | -$1,531 | -0.31% | |
| Fmr Llc | 0.00% | 3,527 | $494,586 | $492,792 | -$1,794 | -0.36% |
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.