JPUS

JPMorgan Div Ret US Eq ETF$137.24 0.73%
UnclassifiedUSCUSIP 46641Q407· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
28
+8 QoQ
13F Value (tracked)
$99.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$137.24 0.73%5Y +43.0%
$82.07$97.16$112.24$127.33$142.4120212022202320242025202685674765510846648397421038310645556876957810
Hover for who · click for detailEnd-of-day closing prices52w $115.81 – $138.25
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Use JPUS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns JPUS

This stock page is the Follow view. The Build view lets your agent query JPUS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/JPUS"
Ask your agent
Use Arkolith to show who owns JPUS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

28 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Modera Wealth Management, LLC
$32.2M
247K
−6.6%
Reduced · −18K sh
Q1 2026
2ST GERMAIN D J CO INC
$31.0M
238K
−2.9%
Reduced · −7K sh
Q1 2026
3HighPoint Advisor Group LLC
$15.4M
119K
−23%
Reduced · −36K sh
Q1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$10.1M
77K
−38%
Reduced · −48K sh
Q1 2026
5Vise Technologies, Inc.
$2.9M
24K
Held
Q1 2026
6Private Advisor Group, LLC
$1.6M
12K
+5.0%
Added · +589 sh
Q1 2026
7NewEdge Advisors, LLC
$1.2M
9K
−13%
Reduced · −1K sh
Q1 2026
8VestGen Advisors, LLC
$773K
6K
New
+6K sh
Q1 2026
9BEACON INVESTMENT ADVISORY SERVICES, INC.
$507K
4K
−4.4%
Reduced · −180 sh
Q1 2026
10FMR LLC
$468K
4K
−0.8%
Reduced · −31 sh
Q1 2026
11CreativeOne Wealth, LLC
$377K
3K
Held
Q1 2026
12Gateway Wealth Partners, LLC
$359K
3K
New
+3K sh
Q1 2026
13Kestra Advisory Services, LLC
$283K
2K
+0.4%
Added · +8 sh
Q1 2026
14Midwest Trust Co
$267K
2K
New
+2K sh
Q1 2026
15MGO ONE SEVEN LLC
$262K
2K
Held
Q1 2026
16Summit Financial, LLC
$226K
2K
New
+2K sh
Q1 2026
17Aptus Capital Advisors, LLC
$212K
2K
Held
Q1 2026
18Apella Capital, LLC
$207K
2K
New
+2K sh
Q1 2026
19O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$183K
1K
+35%
Added · +363 sh
Q1 2026
20MAI Capital Management
$164K
1K
+0.1%
Added · +1 sh
Q1 2026
21CWM, LLC
$116K
892
−1.1%
Reduced · −10 sh
Q1 2026
22Ancora Advisors LLC
$93K
712
−8.1%
Reduced · −63 sh
Q1 2026
23Cassaday & Co Wealth Management LLC
$83K
637
New
+637 sh
Q1 2026
24HUNTINGTON NATIONAL BANK
$59K
450
−36%
Reduced · −250 sh
Q1 2026
25Geneos Wealth Management Inc.
$53K
410
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
1
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

59 funds+21 since Q2 2022
03059Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $203.6M

Funds that own JPUS also own

CompanyCo-held byCombined value
APPLE INCAAPL30 funds$9.9B
ISHARES CORE S&P 500 ETFIVV30 funds$8.9B
NVIDIA CORPNVDA30 funds$8.3B
MICROSOFT CORPMSFT30 funds$8.0B
AMAZON.COM INCAMZN30 funds$5.6B
VANGUARD S&P 500 ETFVOO30 funds$5.5B
SS SPDR S&P 500 ETF TRUST-USSPY30 funds$5.4B
BROADCOM INCAVGO30 funds$4.0B
JPMORGAN CHASE & COJPM30 funds$3.8B
VANGUARD TOTAL STOCK MKT ETFVTI30 funds$3.3B
ALPHABET INC-CL CGOOG30 funds$3.1B
VANGUARD FTSE DEVELOPED ETFVEA30 funds$3.1B

Ranked by how many of JPUS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JPUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.