Skip to content
Disclosery

JPUS J P MORGAN EXCHANGE TRADED F

Follow

JPMORGAN DIVER (fund)

90 managers (91 13F filers) reported a position in JPUS shares at 2026-03-31, 2,115,508 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
90
13F filers
91
New
13
Added
28
Reduced
32
Sold out
6
Shares held by filers
2,115,508

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Modera Wealth Management, LLC246,972$32.2M0.39%-17,59013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC237,790$31M1.23%-7,06013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/230,203$30M<0.01%-47,83713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS228,110$29.7M0.05%+3,24313F-HRTimeline
UBS Group AGgroup of 2 filers holding133,012$17.3M+1,027Timeline
HighPoint Advisor Group LLC118,596$15.4M0.65%-35,73813F-HRTimeline
Sterneck Capital Management, LLC92,122$12M5.39%+3,09813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,077$10.1M0.02%-47,62513F-HRTimeline
LPL Financial LLC73,878$9.62M<0.01%+4,57313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY52,455$6.83M<0.01%+1,62713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51,853$6.66M<0.01%+10,21313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,304$5.9M<0.01%+54613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,765$5.22M<0.01%-4,35913F-HR/ATimelineGroup
Financially in Tune, LLC39,157$5.1M4.38%+113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC38,820$5.05M0.08%-33213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,339$4.21M0.01%+1,79813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,274$3.03M<0.01%+68913F-HRTimeline
Vise Technologies, Inc.23,509$2.91M0.06%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,368$2.91M<0.01%+4713F-HR/ATimelineGroup
HHM Wealth Advisors, LLC21,801$2.84M0.33%-23513F-HRTimeline
Cambridge Investment Research Advisors,…20,752$2.7M0.01%+1313F-HRTimeline
MN Wealth Advisors, LLC15,534$2.02M0.98%-36213F-HRTimeline
Schiavi & Co LLC26,410$1.83M0.54%013F-HRTimeline
Private Advisor Group, LLC12,252$1.6M0.01%+58913F-HRTimeline
Farther Finance Advisors, LLC11,451$1.5M0.01%-19613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,193$1.46M<0.01%-1,48313F-HRTimelineGroup
RHS Financial, LLC10,512$1.37M0.65%-33013F-HRTimeline
Hershey Financial Advisers, LLC10,367$1.35M1.17%new13F-HRTimeline
NewEdge Advisors, LLC9,429$1.23M<0.01%-1,41813F-HR/ATimeline
LexAurum Advisors, LLC8,893$1.16M0.15%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV8,523$1.11M0.14%-3,55613F-HRTimeline
Patten Group, Inc.7,256$945K0.16%+2,39113F-HRTimeline
Elevation Wealth Management LLC6,663$868K0.8%+513F-HRTimeline
Avant Capital LLC6,578$856K0.6%-29413F-HRTimeline
VestGen Advisors, LLC5,688$773K0.02%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,874$765K0.09%-33513F-HRTimeline
KELLY FINANCIAL GROUP LLC4,699$612K0.15%-13313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,473$582K<0.01%-9113F-HRTimelineGroup
Empire Financial Management Company, LLC4,398$573K0.13%-12013F-HRTimeline
Targeted Financial Services LLC4,269$556K0.46%+83913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,219$549K0.27%+413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,897$507K0.02%-18013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,757$489K<0.01%new13F-HRTimelineGroup
Allegheny Financial Group3,675$479K0.06%+24913F-HRTimeline
FMR LLCin group FMR LLC3,591$468K<0.01%-3113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,587$467K<0.01%+1,37113F-HR/ATimelineGroup
Cetera Investment Advisers3,552$462K<0.01%+14313F-HRTimeline
FOSTER & MOTLEY INC3,541$461K0.02%-213F-HRTimeline
HighTower Advisors, LLC3,407$444K<0.01%-36113F-HRTimeline
ALBION FINANCIAL GROUP /UT3,200$417K0.03%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC3,149$410K0.15%-10113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,896$377K0.01%013F-HRTimelineGroup
Etesian Wealth Advisors, Inc.2,809$366K0.12%-44113F-HRTimeline
Kathmere Capital Management, LLC2,797$364K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC2,754$359K0.01%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.2,738$357K0.23%-12113F-HRTimeline
Intrua Financial, LLC2,630$342K0.04%013F-HRTimeline
Quantinno Capital Management LP2,476$322K<0.01%-35413F-HRTimeline
Focus Financial Network, Inc.2,336$304K0.01%+813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,176$283K<0.01%+813F-HRTimelineGroup
Midwest Trust Co2,047$267K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC2,010$262K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,000$260K<0.01%013F-HRTimelineGroup
Summit Financial, LLC1,735$226K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,679$219K<0.01%+713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,631$212K<0.01%013F-HRTimeline
GTS SECURITIES LLC1,629$212K0.01%013F-HRTimeline
Apella Capital, LLC1,510$207K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.1,536$200K0.19%+713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,405$183K<0.01%+36313F-HRTimeline
MAI Capital Management1,257$164K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC1,100$143K0.05%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$143K<0.01%-18613F-HRTimelineGroup
Horizon Investments, LLC1,000$130K<0.01%+50013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…948$123K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC892$116K<0.01%-1013F-HRTimelineGroup
Advisory Services Network, LLC868$113K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC712$92.7K<0.01%-6313F-HRTimelineGroup
Cassaday & Co Wealth Management LLC637$82.9K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA625$81.4K0.01%+5013F-HRTimeline
Geneos Wealth Management Inc.410$53.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.394$51.4K0.04%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC140$18.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.137$17.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…121$15.8K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd69$8.98K<0.01%-1513F-HRTimeline
Wagner Wealth Management, LLC56$7.29K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.33$4.31K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC18$2.31K<0.01%new13F-HRTimeline
IFP Advisors, Inc3$391<0.01%013F-HRTimeline