JPUS Institutional Ownership & Shareholders
JPMORGAN DIV RET US EQ ETF (JPUS) is currently held by 103 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $318.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Captrust Financial Advisors is currently the largest disclosed institutional shareholder of JPUS tracked by InsiderSet, reporting ownership valued at approximately $32.91M 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 $33.43M, representing an estimated gain of +1.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed JPUS value among the investors covered in this analysis. Major shareholders include Captrust Financial Advisors, St Germain D J Co Inc, Modera Wealth Management, Llc, 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
103
Total Reported Value
$318.71M
Largest Holder
Captrust Financial Advisors
Largest Position
$32.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Captrust Financial Advisors | 0.05% | 234,669 | $32,907,548 | $33,428,599 | +$521,051 | +1.58% | |
| St Germain D J Co Inc | 1.14% | 226,862 | $31,812,768 | $32,316,492 | +$503,724 | +1.58% | |
| Modera Wealth Management, Llc | 0.33% | 230,745 | $31,316,728 | $32,869,625 | +$1,552,897 | +4.96% | |
| Sanctuary Advisors, Llc | 0.11% | 171,147 | $23,999,875 | $24,379,890 | +$380,015 | +1.58% | |
| Ubs Group Ag | 0.00% | 133,858 | $18,770,907 | $19,068,072 | +$297,165 | +1.58% | |
| Highpoint Advisor Group Llc | 0.49% | 99,853 | $14,002,373 | $14,224,060 | +$221,687 | +1.58% | |
| Sterneck Capital Management, Llc | 5.53% | 91,995 | $12,900,449 | $13,104,688 | +$204,239 | +1.58% | |
| Lpl Financial Llc | 0.00% | 73,334 | $10,283,599 | $10,446,428 | +$162,829 | +1.58% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 71,741 | $9,927,520 | $10,219,505 | +$291,985 | +2.94% | |
| Jones Financial Companies Lllp | 0.00% | 64,225 | $9,015,066 | $9,148,851 | +$133,785 | +1.48% | |
| Ameriprise Financial Inc | 0.00% | 63,644 | $8,924,688 | $9,066,088 | +$141,400 | +1.58% | |
| Kingsview Wealth Management, Llc | 0.11% | 63,386 | $8,888,593 | $9,029,336 | +$140,743 | +1.58% | |
| Morgan Stanley | 0.00% | 52,987 | $7,430,492 | $7,547,998 | +$117,506 | +1.58% | |
| Raymond James Financial Inc | 0.00% | 49,071 | $6,881,148 | $6,990,164 | +$109,016 | +1.58% | |
| Jpmorgan Chase & Co | 0.00% | 43,799 | $6,160,879 | $6,239,168 | +$78,289 | +1.27% | |
| Beacon Pointe Advisors, Llc | 0.03% | 39,826 | $5,584,810 | $5,673,214 | +$88,404 | +1.58% | |
| Rhs Financial, Llc | 1.83% | 39,812 | $5,403,242 | $5,671,219 | +$267,977 | +4.96% | |
| Apollon Wealth Management, Llc | 0.06% | 38,666 | $5,247,698 | $5,507,972 | +$260,274 | +4.96% | |
| Financially In Tune, Llc | 4.38% | 39,157 | $5,098,633 | $5,577,915 | +$479,282 | +9.40% | |
| Bank Of America Corp | 0.00% | 35,537 | $4,983,346 | $5,062,246 | +$78,900 | +1.58% | |
| Osaic Holdings, Inc. | 0.00% | 27,944 | $3,919,298 | $3,980,623 | +$61,325 | +1.56% | |
| Berkeley, Inc | 1.09% | 26,119 | $3,544,898 | $3,720,652 | +$175,754 | +4.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,557 | $3,303,449 | $3,355,695 | +$52,246 | +1.58% | |
| Vise Technologies, Inc. | 0.03% | 23,324 | $3,165,524 | $3,322,504 | +$156,980 | +4.96% | |
| Wells Fargo & Company/Mn | 0.00% | 22,289 | $3,125,524 | $3,175,068 | +$49,544 | +1.59% | |
| Hhm Wealth Advisors, Llc | 0.29% | 20,536 | $2,879,756 | $2,925,353 | +$45,597 | +1.58% | |
| Citadel Advisors Llc | 0.00% | 16,797 | $2,355,437 | $2,392,733 | +$37,296 | +1.58% | |
| B. Riley Wealth Advisors, Inc. | 0.08% | 15,513 | $2,105,454 | $2,209,827 | +$104,373 | +4.96% | |
| Mn Wealth Advisors, Llc | 0.85% | 15,444 | $2,096,063 | $2,199,998 | +$103,935 | +4.96% | |
| Schiavi & Co Llc | 0.50% | 26,164 | $1,875,775 | $3,727,062 | +$1,851,287 | +98.69% | |
| Private Advisor Group, Llc | 0.01% | 13,222 | $1,854,122 | $1,883,474 | +$29,352 | +1.58% | |
| Aqr Capital Management Llc | 0.00% | 11,193 | $1,569,592 | $1,594,443 | +$24,851 | +1.58% | |
| Newedge Advisors, Llc | 0.00% | 10,949 | $1,535,340 | $1,559,685 | +$24,345 | +1.59% | |
| Farther Finance Advisors, Llc | 0.01% | 11,172 | $1,516,242 | $1,591,451 | +$75,209 | +4.96% | |
| Lexaurum Advisors, Llc | 0.13% | 8,699 | $1,180,567 | $1,239,173 | +$58,606 | +4.96% | |
| Planning Alternatives Ltd | 0.12% | 7,922 | $1,110,899 | $1,128,489 | +$17,590 | +1.58% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 6,975 | $978,132 | $993,589 | +$15,457 | +1.58% | |
| Susquehanna International Group, Llp | 0.00% | 6,816 | $955,805 | $970,939 | +$15,134 | +1.58% | |
| Avant Capital Llc | 0.60% | 6,794 | $952,662 | $967,805 | +$15,143 | +1.59% | |
| Elevation Wealth Management Llc | 0.70% | 6,670 | $935,291 | $950,141 | +$14,850 | +1.59% | |
| Patten Group, Inc. | 0.13% | 6,070 | $823,813 | $864,671 | +$40,858 | +4.96% | |
| Cetera Investment Advisers | 0.00% | 5,624 | $788,659 | $801,139 | +$12,480 | +1.58% | |
| Wealth Enhancement Trust Services, Inc. | 0.08% | 5,439 | $738,181 | $774,786 | +$36,605 | +4.96% | |
| Citigroup Inc | 0.00% | 4,559 | $639,307 | $649,430 | +$10,123 | +1.58% | |
| Allegheny Financial Group | 0.07% | 4,547 | $637,667 | $647,720 | +$10,053 | +1.58% | |
| Basso Capital Management, L.P. | 0.16% | 4,528 | $634,960 | $645,014 | +$10,054 | +1.58% | |
| Empire Financial Management Company, Llc | 0.24% | 4,398 | $616,729 | $626,495 | +$9,766 | +1.58% | |
| Bellevue Asset Management, Llc | 0.27% | 4,224 | $592,355 | $601,709 | +$9,354 | +1.58% | |
| Targeted Financial Services Llc | 0.42% | 4,262 | $578,440 | $607,122 | +$28,682 | +4.96% | |
| Kelly Financial Group Llc | 0.13% | 4,119 | $559,031 | $586,752 | +$27,721 | +4.96% |
Frequently asked questions about JPUS
Who are the largest institutional holders of JPUS?
The largest institutional holders of JPUS reported in the latest SEC Form 13F filings include Captrust Financial Advisors, St Germain D J Co Inc, Modera Wealth Management, Llc, Sanctuary Advisors, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported JPUS position.
What is JPUS institutional ownership?
This page tracks JPUS positions reported by institutional investment managers through SEC Form 13F. JPMORGAN DIV RET US EQ ETF (JPUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPUS?
InsiderSet currently tracks 103 institutional managers reporting JPUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPUS shareholders.
How much JPUS stock do institutions own?
Institutional investment managers disclosed approximately $318.71M in JPUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPUS institutional ownership last updated?
The latest JPUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPUS position after the reporting date.
Are institutions buying or selling JPUS?
Institutional buying and selling can be analyzed by comparing JPUS positions across consecutive 13F reporting periods. InsiderSet's JPUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPUS ownership changes.
How has JPUS institutional ownership changed over time?
InsiderSet tracks JPUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.