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

JPMorgan Diversified Return U.S. Small Cap Equity ETF logo
$43.30 -0.21 (-0.48%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$231.32M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$47.13M
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JPSE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Schmidt P J Investment Management Inc.22,798$994K0.2%+1.6%0.224%
5/20/2025 Focus Partners Wealth8,559$373K0.0%-5.0%0.084%
5/16/2025 Jones Financial Companies Lllp748,469$32.63M0.0%+955.0%7.352%
5/16/2025 Redwood Financial Network Corp14,537$634K0.5%-2.2%0.143%
5/16/2025 Integrated Wealth Concepts LLC64,618$2.82M0.0%+4.3%0.635%
5/15/2025 Royal Bank of Canada461,206$20.10M0.0%+2.1%4.531%
5/15/2025 Gerber Kawasaki Wealth & Investment Management185,657$8.09M0.4%+4.6%1.824%
5/15/2025 Beck Bode LLC7,435$324K0.1%-21.7%0.073%
5/14/2025 Northwestern Mutual Wealth Management Co.163,771$7.14M0.0%+9.4%1.609%
5/14/2025 Kestra Advisory Services LLC18,399$802K0.0%+8.6%0.181%
5/14/2025 ZEGA Investments LLC11,447$499K0.1%-27.5%0.112%
5/13/2025 Raymond James Financial Inc.1,322,004$57.63M0.0%-5.2%12.986%
5/13/2025 Tocqueville Asset Management L.P.157,499$6.87M0.1%-3.8%1.547%
5/13/2025 Nations Financial Group Inc. IA ADV6,986$305K0.0%-12.0%0.069%
5/13/2025 LWM Advisory Services LLC21,873$953K0.7%-3.0%0.215%
5/12/2025 Koss Olinger Consulting LLC1,268,046$55.27M4.7%+2.4%12.456%
5/9/2025 Atria Wealth Solutions Inc.22,400$976K0.0%+4.9%0.220%
5/9/2025 Thoroughbred Financial Services LLC6,764$294K0.0%-60.3%0.066%
5/8/2025 US Bancorp DE1,175$51K0.0%-18.6%0.012%
5/7/2025 N.E.W. Advisory Services LLC9,987$435K0.0%+100.4%0.098%
5/7/2025 LPL Financial LLC645,954$28.16M0.0%+5.0%6.345%
5/6/2025 Cetera Investment Advisers47,377$2.07M0.0%+5.2%0.465%
5/6/2025 Mendel Money Management9,470$413K0.2%+8.4%0.093%
5/2/2025 Kingsview Wealth Management LLC85,899$3.74M0.1%+60.5%0.844%
5/1/2025 CWM LLC2,108$92K0.0%N/A0.021%
5/1/2025 Fifth Third Securities Inc.29,742$1.30M0.1%+9.5%0.292%
4/30/2025 Stratos Wealth Partners LTD.14,855$648K0.0%-5.3%0.146%
4/30/2025 Family Capital Management Inc.47,924$2.09M1.3%+5.4%0.471%
4/29/2025 Envestnet Asset Management Inc.126,946$5.53M0.0%-5.3%1.247%
4/29/2025 Wayfinding Financial LLC620$27K0.0%N/A0.006%
4/29/2025 Aviance Capital Partners LLC7,113$310K0.0%N/A0.070%
4/28/2025 DAVENPORT & Co LLC100,610$4.39M0.0%+3.2%0.988%
4/25/2025 Keystone Financial Services LLC143,175$6.24M5.3%+14.9%1.406%
4/25/2025 Albion Financial Group UT3,004$131K0.0%+91.0%0.030%
4/25/2025 Capital Advisors Wealth Management LLC449,072$19.58M3.5%+17.2%4.411%
4/23/2025 Goldstein Advisors LLC242,632$10.58M1.5%+6.0%2.383%
4/23/2025 First Pacific Financial72,104$3.14M0.6%-10.6%0.708%
4/22/2025 Cambridge Investment Research Advisors Inc.26,172$1.14M0.0%+3.5%0.257%
4/22/2025 Appleton Partners Inc. MA182,293$7.95M0.6%+3.0%1.791%
4/21/2025 Hartford Financial Management Inc.159,518$6.95M1.4%-0.9%1.567%
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4/18/2025 Cornerstone Wealth Management LLC27,094$1.18M0.1%-4.5%0.266%
4/17/2025 Sprinkle Financial Consultants LLC132,558$5.78M3.7%+23.7%1.302%
4/16/2025 Wealth Enhancement Advisory Services LLC6,391$279K0.0%+44.3%0.063%
4/16/2025 Everhart Financial Group Inc.4,611$201K0.0%N/A0.045%
4/15/2025 Ipsen Advisor Group LLC106,947$4.66M4.0%+3.4%1.051%
4/14/2025 LexAurum Advisors LLC27,405$1.20M0.2%+2.5%0.269%
4/10/2025 KWB Wealth25,659$1.20M0.1%-3.1%0.231%
4/10/2025 Teamwork Financial Advisors LLC20,487$893K0.1%-64.6%0.185%
3/14/2025 Keystone Financial Services LLC124,623$5.83M5.3%N/A1.123%
2/17/2025 Two Sigma Investments LP4,900$229K0.0%N/A0.045%
2/17/2025 Royal Bank of Canada451,851$21.15M0.0%-5.9%4.108%
2/17/2025 Cetera Investment Advisers45,044$2.11M0.0%-3.0%0.409%
2/17/2025 Beck Bode LLC9,501$445K0.1%-34.6%0.086%
2/17/2025 Bank of America Corp DE549,113$25.70M0.0%+13.2%4.992%
2/17/2025 Ameriprise Financial Inc.124,924$5.85M0.0%-19.8%1.136%
2/14/2025 Mercer Global Advisors Inc. ADV24,791$1.16M0.0%-5.4%0.225%
2/14/2025 Gerber Kawasaki Wealth & Investment Management177,479$8.31M0.4%-0.2%1.613%
2/14/2025 Integrated Wealth Concepts LLC61,925$2.90M0.0%-4.9%0.563%
2/14/2025 Stifel Financial Corp195,428$9.15M0.0%+2.4%1.777%
2/14/2025 MML Investors Services LLC29,821$1.40M0.0%+1.1%0.271%
2/13/2025 NewEdge Advisors LLC23,107$1.08M0.0%-17.0%0.210%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC31,382$1.47M1.6%N/A0.285%
2/13/2025 Mariner LLC5,393$252K0.0%N/A0.049%
2/13/2025 Sagespring Wealth Partners LLC5,582$261K0.0%N/A0.051%
2/13/2025 Envestnet Asset Management Inc.134,086$6.28M0.0%-3.3%1.219%
2/12/2025 JPMorgan Chase & Co.16,139$755K0.0%-8.2%0.147%
2/12/2025 Mendel Money Management8,738$409K0.2%+9.0%0.079%
2/12/2025 Ipsen Advisor Group LLC103,437$4.84M4.1%N/A0.940%
2/11/2025 LPL Financial LLC615,084$28.79M0.0%+11.2%5.592%
2/11/2025 ZEGA Investments LLC15,797$757K0.2%N/A0.144%
2/11/2025 Koss Olinger Consulting LLC1,237,906$57.95M5.1%+2.1%11.254%
2/10/2025 Tocqueville Asset Management L.P.163,753$7.67M0.1%-1.9%1.489%
2/10/2025 Gallacher Capital Management LLC16,349$765K0.4%-3.6%0.149%
2/10/2025 Commonwealth Equity Services LLC48,054$2.25M0.0%+1.6%0.437%
2/7/2025 HighTower Advisors LLC4,941$231K0.0%-6.7%0.045%
2/7/2025 Oak Harbor Wealth Partners LLC14,621$684K0.2%-36.0%0.133%
2/6/2025 Raymond James Financial Inc.1,395,139$65.31M0.0%N/A12.683%
2/6/2025 Jones Financial Companies Lllp70,948$3.32M0.0%+63.8%0.645%
2/5/2025 US Bancorp DE1,444$68K0.0%-34.7%0.013%
2/4/2025 LWM Advisory Services LLC22,553$1.06M0.7%+11.3%0.205%
1/31/2025 Atria Wealth Solutions Inc.21,348$999K0.0%+3.4%0.194%
1/30/2025 Centerpoint Advisory Group6,627$310K0.3%N/A0.060%
1/30/2025 Nations Financial Group Inc. IA ADV7,938$372K0.0%-31.2%0.072%
1/30/2025 Family Capital Management Inc.45,479$2.13M1.3%+8.1%0.413%
1/28/2025 Kingsview Wealth Management LLC53,516$2.51M0.0%+1.0%0.487%
1/28/2025 Sprinkle Financial Consultants LLC107,185$5.02M3.4%+7.8%0.974%
1/28/2025 Appleton Partners Inc. MA176,944$8.28M0.6%-0.4%1.609%
1/27/2025 Financial Advocates Investment Management140,254$6.57M0.4%-9.5%1.275%
1/27/2025 Schmidt P J Investment Management Inc.22,435$1.05M0.2%+2.1%0.204%
1/24/2025 DAVENPORT & Co LLC97,532$4.57M0.0%+5.4%0.887%
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1/24/2025 N.E.W. Advisory Services LLC4,983$233K0.0%-6.6%0.045%
1/23/2025 Hartford Financial Management Inc.161,040$7.54M1.5%-0.6%1.464%
1/23/2025 Fifth Third Securities Inc.27,153$1.27M0.1%+8.9%0.247%
1/21/2025 LexAurum Advisors LLC26,724$1.25M0.2%+3.2%0.243%
1/21/2025 Cornerstone Wealth Management LLC28,359$1.33M0.1%+32.4%0.258%
1/17/2025 Goldstein Advisors LLC228,895$10.71M1.6%+4.0%2.081%
1/17/2025 Teamwork Financial Advisors LLC57,904$2.71M0.4%-82.6%0.526%
1/15/2025 First Pacific Financial80,658$3.78M0.9%-0.8%0.733%
1/15/2025 Capital Advisors Wealth Management LLC383,263$17.94M3.2%+58.6%3.484%
12/26/2024 JPMorgan Chase & Co.17,580$844K0.0%+10.0%0.160%
(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, 94 institutional investors and hedge funds held shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($57.63M), Koss Olinger Consulting LLC ($55.27M), Jones Financial Companies Lllp ($32.63M), Raymond James Financial Services Advisors Inc. ($31.77M), LPL Financial LLC ($28.16M), Raymond James & Associates ($27.10M), and Bank of America Corp DE ($25.70M).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 83 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 Inc. ($1.40M), Koss Olinger Consulting LLC ($1.33M), Jones Financial Companies Lllp ($705.14K), Raymond James & Associates ($553.99K), Capital Advisors Wealth Management LLC ($483.13K), LPL Financial LLC ($266.22K), and Raymond James Financial Services Advisors Inc. ($208.31K).

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

Institutional investors have bought a total of 6,916,497 shares in the last 24 months. This purchase volume represents approximately $306.71M in transactions.

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

Of the 53 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. ($567.73K), Teamwork Financial Advisors LLC ($312.64K), Capital Advisors Wealth Management LLC ($305.18K), Choice Wealth Advisors LLC ($184.70K), Raymond James Financial Inc. ($73.14K), N.E.W. Advisory Services LLC ($53.76K), and Cambridge Investment Research Advisors Inc. ($53.72K).

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

Institutional investors have sold a total of 1,934,084 shares in the last 24 months. This volume of shares sold represents approximately $86.31M in transactions.



This page (NYSEARCA:JPSE) was last updated on 5/23/2025 by MarketBeat.com Staff
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