Public ownership evidence

JPMorgan Diversified Return US Equity ETF (JPUS) Ownership Disclosures

Read JPUS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Diversified Return US Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
2,035
Value (USD)
$234,432
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JPUS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JPUS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,035$234,432None
Kingsview Wealth Management, LLC2026-06-302026-08-2015,581$2,184,917None
Kingsview Wealth Management, LLC2026-06-302026-08-2047,805$6,703,676None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,524$213,710None
Beacon Pointe Advisors, LLC2026-06-302026-08-1939,826$5,584,810None
Empire Financial Management Company, LLC2026-06-302026-08-154,398$616,729None
Qube Research & Technologies Ltd2026-06-302026-08-151$140None
IFG Advisory, LLC2026-06-302026-08-151,108$155,375None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,715$380,787None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,229$3,538,511None
GTS SECURITIES LLC2026-06-302026-08-151,629$228,435None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,779$389,698None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,037$566,107None
Ancora Advisors LLC2026-06-302026-08-15712$99,843None
Medallion Wealth Advisors, LLC2026-06-302026-08-152,537$235,411None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1564,225$9,015,066None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1563,644$8,924,688None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1511,193$1,569,592None
ROYAL BANK OF CANADA2026-06-302026-08-151,100$154,000None
CITADEL ADVISORS LLC2026-06-302026-08-1516,797$2,355,437None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-152,200$308,505None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,736$4,029,607None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,335$2,851,541None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,518$1,474,881None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1511,771$1,650,643None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1527,673$3,880,585None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,864$1,102,761None
Sanctuary Advisors, LLC2026-06-302026-08-14171,147$23,999,875None
Quantinno Capital Management LP2026-06-302026-08-143,269$458,411None
CreativeOne Wealth, LLC2026-06-302026-08-14130$18,230None
CreativeOne Wealth, LLC2026-06-302026-08-142,566$359,809None
Rockefeller Capital Management L.P.2026-06-302026-08-141,687$236,642None
UBS Group AG2026-06-302026-08-14133,858$18,770,907None
Horizon Investments, LLC2026-06-302026-08-14500$70,115None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141,042$146,119None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14234,669$32,907,548None
MORGAN STANLEY2026-06-302026-08-1452,869$7,413,915None
MORGAN STANLEY2026-06-302026-08-141$171None
MORGAN STANLEY2026-06-302026-08-142$280None
MORGAN STANLEY2026-06-302026-08-14115$16,126None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-14565$79,230None
FMR LLC2026-06-302026-08-143,527$494,586None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14375$52,586None
Smartleaf Asset Management LLC2026-06-302026-08-1318$2,532None
Avant Capital LLC2026-06-302026-08-136,794$952,662None
PLANNING ALTERNATIVES LTD /ADV2026-06-302026-08-137,922$1,110,899None
Integrated Wealth Concepts LLC2026-06-302026-08-131,753$245,820None
Cetera Investment Advisers2026-06-302026-08-135,624$788,659None
Aptus Capital Advisors, LLC2026-06-302026-08-131,631$228,714None
NewEdge Advisors, LLC2026-06-302026-08-1310,949$1,535,340None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Kingsview Wealth Management, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Empire Financial Management Company, LLC ↗Qube Research & Technologies Ltd ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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