JPUS · JPMorgan Diversified Return U.S. Equity ETF ETF

Alerts for JPUS

$143.52 -0.29 (-0.20%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $2,355,443

Total Shares: 16,797

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+88.3 pts

Top 5

100.0%

+49.0 pts

Top 10

100.0%

+29.3 pts

HHI

10,000

Highly concentrated+9,342

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

92

Unchanged

0

Holder count: -91

Institutional value: -99.1%

Shares held: -99.2%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	16,797	$2,355,443

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mid Modera Wealth Management, LLC	246,972	$32,158,224
Mid ST GERMAIN D J CO INC	237,790	$30,962,635
Mega BANK OF AMERICA CORP /DE/	230,203	$29,974,732
Large CAPTRUST FINANCIAL ADVISORS	228,110	$29,702,203
Mega UBS Group AG	131,804	$17,162,198

Filter: New 1 Increased 0 Reduced 0 Sold out 92 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC JPUS

$2,355,443

100.00%

16,797

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	16,797	$2,355,443	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	207,060	$26,961,282	89.9%	Defined
MANAGED ACCOUNT ADVISORS LLC	23,143	$3,013,450	10.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	131,804	$17,162,198	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	52,338	$6,814,930	99.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	117	$15,234	0.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	51,853	$6,751,779	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	16,467	$2,144,168	36.3%	Defined
Raymond James Financial Services Advisors, Inc.	28,837	$3,754,865	63.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	47	$6,119	0.1%	Defined
55I, LLC	40,718	$5,301,890	99.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	29,868	$3,889,112	92.4%	Defined
Osaic Advisory Services, LLC	2,471	$321,748	7.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	11,486	$1,495,592	51.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	10,882	$1,416,945	48.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	10,367	$1,349,887	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,473	$582,429	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	3,757	$489,198	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	3,591	$467,584	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	3,587	$467,063	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVEONE SECURITIES, LLC joint	138	$17,968	4.8%	Other
Held directly	2,758	$359,119	95.2%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	2,000	$260,420	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	1,679	$218,622	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	1,208	$157,293	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,100	$143,231	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	712	$92,709	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	121	$15,755	100.0%	Defined