IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

JPMorgan DIV RET US EQ ETF (JPUS)

CUSIP: 46641Q407 | NYSE | 282 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Modera Wealth Management, LLC230,745
0.3% of portfolio›$31.3M
Wealth Enhancement Advisory Services, LLC71,741
0.0% of portfolio›$9.9M
RHS Financial, LLC39,812
1.8% of portfolio›$5.4M
Apollon Wealth Management, LLC38,666
0.1% of portfolio›$5.2M
Berkeley, Inc26,119
1.1% of portfolio›$3.5M
Vise Technologies, Inc.23,324
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC22,007
0.0% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.21,815
0.0% of portfolio›$3.0K
B. Riley Wealth Advisors, Inc.15,513
0.1% of portfolio›$2.1M
MN Wealth Advisors, LLC15,444
0.9% of portfolio›$2.1M
Farther Finance Advisors, LLC11,172
0.0% of portfolio›$1.5M
LexAurum Advisors, LLC8,699
0.1% of portfolio›$1.2M
Elevation Wealth Management LLC6,677
0.6% of portfolio›$906.2K
Patten Group, Inc.6,070
0.1% of portfolio›$823.8K
Wealth Enhancement Trust Services, Inc.5,439
0.1% of portfolio›$738.2K
Citigroup Inc4,652
0.0% of portfolio›$631.4K
Basso Capital Management, L.P.4,528
0.1% of portfolio›$614.5K
Clear Point Advisors Inc.4,459
0.4% of portfolio›$605.2K
Targeted Financial Services LLC4,262
0.4% of portfolio›$578.4K
Kelly Financial Group LLC4,119
0.1% of portfolio›$559.0K
Beacon Investment Advisory Services, Inc.3,604
0.0% of portfolio›$489.1K
Albion Financial Group3,200
0.0% of portfolio›$434.3K
RFG Advisory, LLC2,990
0.0% of portfolio›$405.8K
VestGen Advisors, LLC2,844
0.0% of portfolio›$386.0K
Kathmere Capital Management, LLC2,797
0.0% of portfolio›$379.6K
Etesian Wealth Advisors, Inc.2,605
0.1% of portfolio›$353.6K
Intrua Financial, LLC2,430
0.0% of portfolio›$329.8K
Focus Financial Network, Inc.2,356
0.0% of portfolio›$319.7K
Kestra Advisory Services, LLC2,168
0.0% of portfolio›$294.2K
MGO One Seven LLC2,010
0.0% of portfolio›$272.8K
Truist Financial Corp2,000
0.0% of portfolio›$271.4K
Birchwood Financial Partners, Inc.1,551
0.2% of portfolio›$210.5K
Apella Capital, LLC1,525
0.0% of portfolio›$209.6K
CLG LLC1,511
0.0% of portfolio›$205.0K
GuidedMoney, LLC1,500
0.1% of portfolio›$203.6K
Cassaday & Co Wealth Management LLC637
0.0% of portfolio›$86.5K
Private Trust Co NA627
0.0% of portfolio›$85.1K
Kingdom Financial Group Llc.525
0.0% of portfolio›$71.2K
Harbor Asset Planning, Inc.398
0.0% of portfolio›$54.1K
Assetmark, Inc140
0.0% of portfolio›$19.0K
Wagner Wealth Management, LLC98
0.0% of portfolio›$13.3K
IFP Advisors, Inc3
0.0% of portfolio›$407
StyleTurnoverLocationFiled
Modera Wealth Management, LLC
230,745$31.3M0.3%ETFVery LowWestwood, NJ2026-10-28
Wealth Enhancement Advisory Services, LLC
71,741$9.9M0.0%CoreLowPlymouth, MN2026-10-13
RHS Financial, LLC
39,812$5.4M1.8%ETFMediumSan Francisco, CA2026-10-13
Apollon Wealth Management, LLC
38,666$5.2M0.1%GrowthLowMount Pleasant, SC2026-10-23
Berkeley, Inc
26,119$3.5M1.1%CoreLowBoise, ID2026-10-20
Vise Technologies, Inc.
23,324$3.2M0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
22,007$3.0M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
21,815$3.0K0.0%ETFLowFairfield, IA2026-11-02
B. Riley Wealth Advisors, Inc.
15,513$2.1M0.1%GrowthLowMemphis, TN2026-10-13
MN Wealth Advisors, LLC
15,444$2.1M0.9%ETFMediumOverland Park, KS2026-10-23
Farther Finance Advisors, LLC
11,172$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
LexAurum Advisors, LLC
8,699$1.2M0.1%ETFLowOverland Park, KS2026-10-19
Elevation Wealth Management LLC
6,677$906.2K0.6%Agg GrowthLowEden Prairie, MN2026-11-02
Patten Group, Inc.
6,070$823.8K0.1%CoreLowChattanooga, TN2026-10-26
Wealth Enhancement Trust Services, Inc.
5,439$738.2K0.1%GrowthMediumSioux Falls, SD2026-10-07
Citigroup Inc
4,652$631.4K0.0%CoreMediumNew York, NY2026-11-04
Basso Capital Management, L.P.
4,528$614.5K0.1%ETFMediumStamford, CT2026-10-30
Clear Point Advisors Inc.
4,459$605.2K0.4%ETFMediumMelville, NY2026-10-30
Targeted Financial Services LLC
4,262$578.4K0.4%ETFLowSeminole, FL2026-10-19
Kelly Financial Group LLC
4,119$559.0K0.1%ETFLowWethersfield, CT2026-10-16
Beacon Investment Advisory Services, Inc.
3,604$489.1K0.0%GrowthLowMorristown, NJ2026-10-13
Albion Financial Group
3,200$434.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
RFG Advisory, LLC
2,990$405.8K0.0%ETFMediumBirmingham, AL2026-11-03
VestGen Advisors, LLC
2,844$386.0K0.0%GrowthMediumChicago, IL2026-10-27
Kathmere Capital Management, LLC
2,797$379.6K0.0%ETFLowWayne, PA2026-10-20
Etesian Wealth Advisors, Inc.
2,605$353.6K0.1%ETFLowWest Linn, OR2026-10-27
Intrua Financial, LLC
2,430$329.8K0.0%ETFMediumHouston, TX2026-10-28
Focus Financial Network, Inc.
2,356$319.7K0.0%ETFLowMinneapolis, MN2026-10-14
Kestra Advisory Services, LLC
2,168$294.2K0.0%CoreLowAustin, TX2026-11-02
MGO One Seven LLC
2,010$272.8K0.0%GrowthLowBeachwood, OH2026-10-28
Truist Financial Corp
2,000$271.4K0.0%CoreLowCharlotte, NC2026-10-30
Birchwood Financial Partners, Inc.
1,551$210.5K0.2%ETFVery LowBloomington, MN2026-11-02
Apella Capital, LLC
1,525$209.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
CLG LLC
1,511$205.0K0.0%ETFMediumLong Beach, CA2026-10-13
GuidedMoney, LLC
1,500$203.6K0.1%ETFVery LowBlack Earth, WI2026-10-29
Cassaday & Co Wealth Management LLC
637$86.5K0.0%ETFVery LowMclean, VA2026-10-27
Private Trust Co NA
627$85.1K0.0%CoreLowCleveland, OH2026-10-20
Kingdom Financial Group Llc.
525$71.2K0.0%ETFMediumPeoria, AZ2026-11-04
Harbor Asset Planning, Inc.
398$54.1K0.0%ETFVery LowBelmont, MA2026-10-23
Assetmark, Inc
140$19.0K0.0%ETFLowConcord, CA2026-10-21
Wagner Wealth Management, LLC
98$13.3K0.0%ETFLowGreenville, SC2026-10-21
IFP Advisors, Inc
3$4070.0%GrowthLowTampa, FL2026-10-16