Who Owns J P MORGAN DIVERSIFIED RETURN (JPUS)? -- Institutional Holders (2026-06-30)

107 institutions reported holding $312.3M of J P MORGAN DIVERSIFIED RETURN (JPUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Modera Wealth Management, LLC ($33.5M), CAPTRUST FINANCIAL ADVISORS ($32.9M), ST GERMAIN D J CO INC ($31.8M), Sanctuary Advisors, LLC ($24.0M), UBS Group AG ($18.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Modera Wealth Management, LLC$33.5M238,963Trimmed
2CAPTRUST FINANCIAL ADVISORS$32.9M234,669Added
3ST GERMAIN D J CO INC$31.8M226,862Trimmed
4Sanctuary Advisors, LLC$24.0M171,147New
5UBS Group AG$18.8M133,858Added
6HighPoint Advisor Group LLC$14.0M99,853Trimmed
7Sterneck Capital Management, LLC$12.9M91,995Trimmed
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.8M76,910Trimmed
9LPL Financial LLC$10.3M73,334Trimmed
10JONES FINANCIAL COMPANIES LLLP$9.0M64,225Added
11AMERIPRISE FINANCIAL INC$8.9M63,644Added
12Kingsview Wealth Management, LLC$8.9M63,386New
13MORGAN STANLEY$7.4M52,987Added
14RAYMOND JAMES FINANCIAL INC$6.9M49,071Added
15JPMORGAN CHASE & CO$6.2M43,799Added
16Beacon Pointe Advisors, LLC$5.6M39,826New
17Apollon Wealth Management, LLC$5.2M36,807Trimmed
18BANK OF AMERICA CORP /DE/$5.0M35,537Trimmed
19OSAIC HOLDINGS, INC.$3.9M27,944Trimmed
20Vise Technologies, Inc.$3.7M26,562Added
21COMMONWEALTH EQUITY SERVICES, LLC$3.3M23,557Added
22WELLS FARGO & COMPANY/MN$3.1M22,289Trimmed
23Cambridge Investment Research Advisors, Inc.$3.0M21,745Added
24HHM Wealth Advisors, LLC$2.9M20,536Trimmed
25CITADEL ADVISORS LLC$2.4M16,797New

Source: SEC Form 13F filings · as of 2026-06-30