JPUS

JPMorgan Diversified Return U.S. Equity ETF
$131.51-0.74 (-0.56%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.6456225400824483e+227B

Total Value

$3.2791310003034825e+178T

% of Float

Price History

$102.80$111.39$119.98$128.58$137.17Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Modera Wealth Management, LLC264,562$32.8M0.38%Share
2BANK OF AMERICA CORP /DE/254,008$31.0M0.00%Share
3ST GERMAIN D J CO INC244,850$30.3M1.18%Share
4CAPTRUST FINANCIAL ADVISORS224,867$27.0M0.05%Share
5UBS Group AG131,985$16.4M0.00%Share
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC124,702$15.8M0.02%Share
7Sterneck Capital Management, LLC89,024$11.0M4.97%Share
8LPL Financial LLC69,305$8.0M0.00%Share
9MORGAN STANLEY50,710$6.0M0.00%Share
10JONES FINANCIAL COMPANIES LLLP41,640$5.0M0.00%Share
11JPMORGAN CHASE & CO42,940$5.0M0.00%Share
12Apollon Wealth Management, LLC39,152$4.9M0.08%Share
13RAYMOND JAMES FINANCIAL INC32,318$4.0M0.00%Share
14OSAIC HOLDINGS, INC.30,512$3.0M0.00%Share
15HHM Wealth Advisors, LLC22,036$2.7M0.32%Share
16Cambridge Investment Research Advisors, Inc.20,739$2.0M0.01%Share
17BANK OF AMERICA CORP /DE/24,032$2.0M0.00%Share
18Vise Technologies, Inc.23,509$2.0M0.04%Share
19COMMONWEALTH EQUITY SERVICES, LLC22,585$2.0M0.00%Share
20MN Wealth Advisors, LLC15,896$2.0M0.99%Share
21Independent Wealth Network Inc.15,514$1.9M0.59%Share
22PLANNING ALTERNATIVES LTD /ADV12,079$1.5M0.19%Share
23Farther Finance Advisors, LLC11,647$1.4M0.02%Share
24RHS Financial, LLC10,842$1.3M0.66%Share
25Schiavi & Co LLC20,246$1.0M0.33%Share
26WELLS FARGO & COMPANY/MN10,876$1.0M0.00%Share
27AQR CAPITAL MANAGEMENT LLC12,676$1.0M0.00%Share
28NewEdge Advisors, LLC10,847$1.0M0.00%Share
29WELLS FARGO & COMPANY/MN11,445$1.0M0.00%Share
30RAYMOND JAMES FINANCIAL INC12,440$1.0M0.00%Share
31Private Advisor Group, LLC11,663$1.0M0.00%Share
32Avant Capital LLC6,872$851K0.58%Share
33Wealth Enhancement Trust Services, Inc.6,209$769K0.10%Share
34Schiavi & Co LLC6,164$764K0.25%Share
35Elevation Wealth Management LLC5,246$650K0.62%Share
36Patten Group, Inc.4,865$602K0.11%Share
37KELLY FINANCIAL GROUP LLC4,832$598K0.15%Share
38Empire Financial Management Company, LLC4,518$559K0.12%Share
39BELLEVUE ASSET MANAGEMENT, LLC4,215$523K0.17%Share
40BEACON INVESTMENT ADVISORY SERVICES, INC.4,077$505K0.02%Share
41Clear Point Advisors Inc.4,044$501K0.39%Share
42FOSTER & MOTLEY INC3,543$439K0.02%Share
43Allegheny Financial Group3,426$424K0.06%Share
44WEALTHEDGE INVESTMENT ADVISORS, LLC3,250$402K0.15%Share
45Etesian Wealth Advisors, Inc.3,250$402K0.13%Share
46ALBION FINANCIAL GROUP /UT3,200$396K0.02%Share
47Spire Wealth Management3,051$378K0.01%Share
48INTERACTIVE FINANCIAL ADVISORS, INC.2,859$354K0.23%Share
49Kathmere Capital Management, LLC2,797$346K0.02%Share
50Intrua Financial, LLC2,630$325K0.03%Share