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JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$75.38M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$38.97M
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JPSE Institutional Buying and Selling by Quarter

JPMorgan Diversified Return U.S. Small Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Tocqueville Asset Management L.P.168,742$7.63M0.1%+28.3%1.541%
5/9/2024 Kingsview Wealth Management LLC35,576$1.61M0.0%+5.9%0.325%
5/8/2024 Thoroughbred Financial Services LLC18,810$850K0.1%-13.7%0.172%
5/6/2024 Gallacher Capital Management LLC18,099$818K0.4%-8.2%0.165%
5/2/2024 Mendel Money Management10,035$454K0.2%-204.1%0.092%
4/29/2024Commonwealth Equity Services LLC53,319$2.41M0.0%+0.7%0.487%
4/26/2024 Pinnacle Associates Ltd.9,040$409K0.0%-19.3%0.083%
4/26/2024 Schmidt P J Investment Management Inc.20,436$924K0.2%+12.2%0.187%
4/26/2024 Sprinkle Financial Consultants LLC90,261$4.08M3.5%+123.5%0.824%
4/25/2024 Cambridge Investment Research Advisors Inc.47,238$2.14M0.0%-23.6%0.436%
4/24/2024 First Pacific Financial82,903$3.75M1.0%-1.4%0.765%
4/23/2024 Oak Harbor Wealth Partners LLC20,771$939K0.3%N/A0.192%
4/23/2024 Nations Financial Group Inc. IA ADV9,535$431K0.0%+38.2%0.088%
4/23/2024 Raymond James Financial Services Advisors Inc.823,028$37.20M0.1%-36.5%7.600%
4/18/2024 Choice Wealth Advisors LLC189,316$8.56M5.2%+2.2%1.748%
4/12/2024 Capital Advisors Wealth Management LLC423,565$19.15M4.0%-22.3%3.911%
4/10/2024 LexAurum Advisors LLC24,329$1.10M0.3%+4.9%0.225%
4/1/2024 Appleton Partners Inc. MA173,199$7.83M0.6%+0.7%1.715%
2/14/2024 Personal CFO Solutions LLC29,381$1.29M0.2%+11.7%0.291%
2/12/2024 Sprinkle Financial Consultants LLC40,383$1.78M1.8%N/A0.400%
2/12/2024 Goldstein Advisors LLC175,316$7.72M1.3%+4.6%1.736%
2/12/2024Stifel Financial Corp178,673$7.87M0.0%-7.2%1.769%
2/9/2024 Nations Financial Group Inc. IA ADV6,897$304K0.0%N/A0.068%
2/9/2024 Cambridge Investment Research Advisors Inc.61,792$2.72M0.0%+13.5%0.612%
2/9/2024 Thoroughbred Financial Services LLC21,806$960K0.1%+33.0%0.216%
2/8/2024 Kingsview Wealth Management LLC33,607$1.48M0.0%+71.9%0.333%
2/6/2024 N.E.W. Advisory Services LLC19,623$865K0.1%-73.1%0.194%
2/6/2024 Lincoln National Corp26,980$1.19M0.0%+24.8%0.267%
2/6/2024 Gallacher Capital Management LLC19,723$869K0.5%-4.5%0.195%
2/6/2024 Benjamin F. Edwards & Company Inc.1,407$62K0.0%+162.5%0.014%
2/5/2024Beck Bode LLC33,270$1.47M0.3%-1.8%0.329%
2/5/2024 LWM Advisory Services LLC21,691$956K0.8%-51.6%0.215%
2/2/2024 Atria Wealth Solutions Inc.18,688$823K0.0%-7.0%0.185%
2/1/2024 Criterion Capital Advisors LLC805$35K0.0%N/A0.008%
1/31/2024 Family Capital Management Inc.36,137$1.59M1.1%+21.6%0.358%
1/29/2024 Schmidt P J Investment Management Inc.18,218$784K0.2%+12.3%0.180%
1/29/2024 Hartford Financial Management Inc.162,360$7.15M1.6%-1.0%1.608%
1/24/2024 Stratos Wealth Partners LTD.47,904$2.11M0.0%+33.7%0.474%
1/23/2024 DAVENPORT & Co LLC76,077$3.35M0.0%+2.9%0.753%
1/19/2024 Hengehold Capital Management LLC4,764$210K0.0%N/A0.047%
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1/18/2024 First Pacific Financial84,097$3.71M1.2%+16.0%0.833%
1/16/2024 Raymond James Financial Services Advisors Inc.1,296,286$57.11M0.1%+7.9%12.835%
1/16/2024 Raymond James & Associates37,583$1.66M0.0%-37.5%0.372%
1/12/2024 Mutual Advisors LLC39,745$1.75M0.1%-20.5%0.394%
1/12/2024 Choice Wealth Advisors LLC185,325$8.17M5.1%+2.7%1.835%
1/11/2024 LexAurum Advisors LLC23,202$1.02M0.3%+8.6%0.230%
1/11/2024 KWB Wealth23,388$1.03M0.1%N/A0.232%
1/10/2024 Wayfinding Financial LLC49,274$2.17M1.5%-1.2%0.488%
1/9/2024 Daymark Wealth Partners LLC4,757$210K0.0%-14.7%0.047%
1/9/2024 Capital Advisors Wealth Management LLC544,956$24.01M5.5%+7.9%5.396%
1/2/2024 Appleton Partners Inc. MA172,006$7.58M0.6%+1.1%1.703%
11/15/2023Integrated Wealth Concepts LLC63,015$2.48M0.0%+4.8%0.624%
11/15/2023KPP Advisory Services LLC54,217$2.13M0.7%N/A0.537%
11/14/2023 Mendel Money Management8,915$350K0.2%+4.9%0.088%
11/14/2023 Mutual Advisors LLC49,968$1.96M0.1%+393.4%0.495%
11/13/2023 Personal CFO Solutions LLC26,296$1.03M0.2%+32.1%0.260%
11/13/2023 Gallacher Capital Management LLC20,658$812K0.5%-7.6%0.205%
11/13/2023Stifel Financial Corp192,475$7.56M0.0%N/A1.906%
11/13/2023 LPL Financial LLC689,818$27.10M0.0%+10.6%6.830%
11/13/2023Kestra Advisory Services LLC9,440$371K0.0%+19.9%0.093%
11/9/2023 Tocqueville Asset Management L.P.121,796$4.79M0.1%-1.2%1.206%
11/8/2023 Redwood Financial Network Corp15,523$610K0.6%+6.4%0.154%
11/8/2023 Atria Wealth Solutions Inc.20,102$790K0.0%+2.6%0.199%
11/7/2023 Kingsview Wealth Management LLC19,554$768K0.0%+86.5%0.194%
11/7/2023 Cornerstone Wealth Management LLC13,896$546K0.1%N/A0.138%
11/6/2023 Lincoln National Corp21,619$849K0.0%+16.4%0.214%
11/6/2023 N.E.W. Advisory Services LLC73,032$2.87M0.4%N/A0.723%
11/2/2023 Wayfinding Financial LLC49,866$1.93M1.5%-2.7%0.494%
11/2/2023 LWM Advisory Services LLC44,858$1.76M1.9%-20.7%0.444%
11/2/2023Beck Bode LLC33,881$1.33M0.3%-1.5%0.335%
10/30/2023 Aspire Wealth Management Corp3,050$120K0.1%+38.9%0.030%
10/26/2023 Interactive Financial Advisors Inc.14,038$552K0.4%-7.8%0.139%
10/26/2023 Paul Damon & Associates Inc.29,714$1.17M0.8%+7.0%0.294%
10/25/2023 Pinnacle Wealth Management Advisory Group LLC11,205$440K0.1%-37.7%0.111%
10/24/2023 Hartford Financial Management Inc.164,064$6.45M1.5%-0.5%1.624%
10/24/2023 Stratos Wealth Partners LTD.35,835$1.41M0.0%+61.8%0.355%
10/24/2023 Raymond James Financial Services Advisors Inc.1,201,222$47.20M0.1%+5.6%11.893%
10/24/2023 Raymond James & Associates60,159$2.36M0.0%-5.0%0.596%
10/24/2023 Pinnacle Associates Ltd.11,205$440K0.0%-37.7%0.111%
10/24/2023 Cambridge Investment Research Advisors Inc.54,425$2.14M0.0%+9.1%0.539%
10/23/2023 First Pacific Financial72,476$2.85M1.3%-1.6%0.718%
10/23/2023Commonwealth Equity Services LLC51,256$2.01M0.0%+13.1%0.507%
10/20/2023 Schmidt P J Investment Management Inc.16,226$615K0.1%+7.1%0.161%
10/18/2023 Goldstein Advisors LLC167,544$6.58M1.4%+2.4%1.659%
10/18/2023 Private Trust Co. NA1,259$49K0.0%+31.3%0.012%
10/17/2023 DAVENPORT & Co LLC73,957$2.91M0.0%+24.0%0.732%
10/12/2023 RVW Wealth LLC1,703$67K0.0%N/A0.017%
10/11/2023 Koss Olinger Consulting LLC1,151,379$45.24M6.7%+2.3%11.400%
10/11/2023 Capital Advisors Wealth Management LLC505,055$19.84M5.2%+8.4%5.001%
10/10/2023 Daymark Wealth Partners LLC5,574$219K0.0%N/A0.055%
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10/3/2023 Appleton Partners Inc. MA170,211$6.69M0.6%+0.9%1.685%
9/21/2023Baystate Wealth Management LLC17,995$737K0.1%N/A0.178%
8/14/2023 Redwood Financial Network Corp14,583$597K0.6%+6.3%0.144%
8/14/2023 Mendel Money Management8,500$348K0.2%+9.0%0.084%
8/10/2023 Osaic Holdings Inc.98,580$4.04M0.0%-2.5%0.976%
8/10/2023 Personal CFO Solutions LLC19,904$815K0.2%+51.4%0.197%
8/10/2023Commonwealth Equity Services LLC45,315$1.86M0.0%+10.3%0.449%
8/10/2023Beck Bode LLC34,397$1.41M0.3%-8.6%0.341%
8/7/2023 LWM Advisory Services LLC56,596$2.32M2.4%-10.8%0.560%
8/7/2023 Lincoln National Corp18,580$761K0.0%+93.1%0.184%
(Data available from 1/1/2016 forward)

JPSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JPSE shares?

During the previous two years, 75 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF. The most heavily invested institutionals were Koss Olinger Consulting LLC ($45.24M), Raymond James Financial Services Advisors Inc. ($37.20M), LPL Financial LLC ($27.10M), Capital Advisors Wealth Management LLC ($19.15M), Systelligence LLC ($11.91M), Gerber Kawasaki Wealth & Investment Management ($11.84M), and Advisor Group Holdings Inc. ($11.42M).Learn more on JPSE's institutional investors.

Which institutional investors have been buying JPMorgan Diversified Return U.S. Small Cap Equity ETF stock?

Of the 68 institutional investors that purchased JPMorgan Diversified Return U.S. Small Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($797.92K), Koss Olinger Consulting LLC ($442.35K), Capital Advisors Wealth Management LLC ($394.63K), LPL Financial LLC ($375.45K), Goldstein Advisors LLC ($326.25K), Gerber Kawasaki Wealth & Investment Management ($305.68K), and Systelligence LLC ($292.01K).

How much institutional buying is happening at JPMorgan Diversified Return U.S. Small Cap Equity ETF?

Institutional investors have bought a total of 4,644,136 shares in the last 24 months. This purchase volume represents approximately $184.08M in transactions.

Which JPMorgan Diversified Return U.S. Small Cap Equity ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold JPMorgan Diversified Return U.S. Small Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($500.98K), Goldstein Advisors LLC ($150.93K), Capital Advisors Wealth Management LLC ($121.39K), Mutual Advisors LLC ($67.02K), Cambridge Investment Research Advisors Inc. ($53.72K), N.E.W. Advisory Services LLC ($53.41K), and LWM Advisory Services LLC ($41.79K).

How much institutional selling is happening at JPMorgan Diversified Return U.S. Small Cap Equity ETF?

Institutional investors have sold a total of 1,173,287 shares in the last 24 months. This volume of shares sold represents approximately $50.32M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 5/15/2024 by MarketBeat.com Staff

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