Go Pro
→ Trump’s New Currency Reset (From Porter & Company) (Ad)tc pixel Free JPSE Stock Alerts

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

JPMorgan Diversified Return U.S. Small Cap Equity ETF logo
$61.22 +0.28 (+0.46%)
As of 12:23 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$57.82M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$37.37M
Get JPSE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Diversified Return U.S. Small Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

JPSE Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 KWB Wealth27,808$1.67M0.1%+1.8%0.281%
7/8/2026 Sprinkle Financial Consultants LLC179,745$10.82M4.2%+2.8%1.819%
7/1/2026 Miller Global Investments LLC8,365$503K0.4%-3.4%0.082%
6/18/2026Western Wealth Management LLC10,985$576K0.0%-68.0%0.108%
6/3/2026 NewEdge Advisors LLC17,448$915K0.0%-15.7%0.172%
6/1/2026 Financial Solutions Advisory Group Inc.146,873$7.70M1.1%N/A1.447%
5/29/2026 Ipsen Advisor Group LLC115,584$6.06M4.2%+2.3%1.139%
5/19/2026Western Wealth Management LLC10,985$576K0.0%-68.0%0.108%
5/19/2026Bank of America Corp DE610,879$32.03M0.0%+4.4%6.019%
5/18/2026Royal Bank of Canada299,535$15.71M0.0%-2.8%2.951%
5/14/2026Modern Wealth Management LLC20,764$1.09M0.0%N/A0.205%
5/13/2026 Cetera Investment Advisers53,556$2.81M0.0%+2.3%0.528%
5/7/2026 Koss Olinger Consulting LLC1,028,198$53.91M4.5%-16.6%10.130%
5/6/2026 Gallacher Capital Management LLC13,457$706K0.3%-16.2%0.133%
5/6/2026 Independent Financial Group LLC12,928$678K0.0%N/A0.127%
5/5/2026Sanctuary Advisors LLC19,218$1.01M0.0%-21.5%0.189%
4/30/2026 Money Concepts Capital Corp4,260$223K0.0%N/A0.042%
4/29/2026 McLaughlin Asset Management Inc.11,859$622K0.6%-2.7%0.117%
4/28/2026 Appleton Partners Inc. MA190,724$10M0.7%+0.4%1.879%
4/27/2026 Trademark Financial Management LLC3,853$202K0.1%N/A0.038%
4/24/2026 First Pacific Financial71,943$3.77M0.5%+0.4%0.709%
4/20/2026 Kestra Private Wealth Services LLC6,396$335K0.0%+6.0%0.063%
4/16/2026 Sprinkle Financial Consultants LLC174,823$9.17M4.2%+16.7%1.722%
4/15/2026 Nations Financial Group Inc. IA ADV4,303$226K0.0%-9.7%0.042%
2/20/2026 McLaughlin Asset Management Inc.12,190$610K0.5%N/A0.120%
2/18/2026 Mercer Global Advisors Inc. ADV14,804$741K0.0%-8.9%0.146%
2/18/2026 NewEdge Advisors LLC20,689$1.04M0.0%-9.1%0.204%
2/17/2026 Cetera Investment Advisers52,370$2.62M0.0%+1.5%0.516%
2/17/2026Osaic Holdings Inc.12,442$623K0.0%-76.6%0.123%
2/17/2026Royal Bank of Canada308,209$15.43M0.0%+2.1%3.037%
2/16/2026 MML Investors Services LLC12,484$625K0.0%-12.5%0.123%
2/13/2026 Kestra Advisory Services LLC3,998$200K0.0%-21.6%0.039%
2/13/2026 Stifel Financial Corp59,052$2.96M0.0%+2.7%0.582%
2/13/2026Advyzon Investment Management LLC26,878$1.35M0.2%N/A0.265%
2/13/2026 Integrated Wealth Concepts LLC57,010$2.86M0.0%-3.8%0.562%
2/13/2026 Gerber Kawasaki Wealth & Investment Management195,859$9.81M0.3%+1.4%1.930%
2/12/2026Jane Street Group LLC5,273$264K0.0%-84.8%0.052%
2/12/2026 Commonwealth Equity Services LLC42,718$2.14M0.0%+1.7%0.421%
2/12/2026 Tocqueville Asset Management L.P.140,118$7.02M0.1%-10.7%1.380%
2/12/2026 LWM Advisory Services LLC23,488$1.18M0.7%+3.9%0.231%
These gold assets are priced for $1,800 gold [it's over $4,000] (Ad)

Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's pullback from highs above 4000 an ounce. Yet top junior mining assets remain priced as if gold were still stuck near 1800 an ounce, a gap analyst Garrett Goggin calls the Golden Anomaly. With record cash on hand, majors may soon be forced to buy juniors to secure future production.tc pixel

See the junior gold assets majors may target next
2/12/2026 Titleist Asset Management LLC7,121$357K0.0%N/A0.070%
2/11/2026 LPL Financial LLC900,097$45.07M0.0%+4.5%8.868%
2/11/2026 Ipsen Advisor Group LLC113,028$5.66M4.0%+0.6%1.114%
2/10/2026 Goldstein Advisors LLC228,459$11.44M1.3%-3.3%2.251%
2/10/2026Goldman Sachs Group Inc.11,890$595K0.0%N/A0.117%
2/10/2026 Vantus Wealth LLC26,935$1.35M1.0%N/A0.265%
2/10/2026 Redwood Financial Network Corp8,061$404K0.3%-33.6%0.079%
2/10/2026 Koss Olinger Consulting LLC1,233,487$61.77M4.8%-0.5%12.153%
2/10/2026 Northwestern Mutual Wealth Management Co.207,636$10.40M0.0%+7.8%2.046%
2/9/2026Kingsview Wealth Management LLC69,603$3.49M0.1%-16.5%0.686%
2/9/2026 Cary Street Partners Financial LLC10,371$519K0.0%N/A0.102%
2/9/2026 Interactive Financial Advisors Inc.6,272$314K0.2%-53.9%0.062%
2/5/2026 Stephens Inc. AR5,629$282K0.0%-30.9%0.055%
2/5/2026 Cornerstone Wealth Management LLC26,974$1.35M0.1%-1.7%0.266%
2/5/2026Western Wealth Management LLC34,296$1.72M0.1%-1.0%0.338%
2/3/2026 Gallacher Capital Management LLC16,064$804K0.3%+17.6%0.158%
2/2/2026 Truist Financial Corp124,526$6.24M0.0%+15.2%1.227%
2/2/2026 Oak Harbor Wealth Partners LLC13,734$688K0.2%-29.1%0.135%
2/2/2026Horizon Investments LLC1,290$65K0.0%+165.4%0.013%
1/30/2026Capital Developers LLC13,947$698K0.6%N/A0.137%
1/30/2026 Caldwell Trust Co1,301$65K0.0%N/A0.013%
1/29/2026 Aprio Wealth Management LLC310,338$15.54M0.9%N/A3.058%
1/29/2026 Kestra Private Wealth Services LLC6,034$302K0.0%-9.9%0.059%
1/29/2026Sanctuary Advisors LLC24,469$1.23M0.0%-40.4%0.241%
1/28/2026 N.E.W. Advisory Services LLC2,852$143K0.0%+714.9%0.028%
1/28/2026 Schmidt P J Investment Management Inc.22,678$1.14M0.2%-1.6%0.223%
1/27/2026 Family Capital Management Inc.53,467$2.68M1.2%+4.1%0.527%
1/27/2026 Keystone Financial Services LLC156,573$7.84M5.3%+1.8%1.543%
1/26/2026 Nations Financial Group Inc. IA ADV4,765$239K0.0%-11.4%0.047%
1/26/2026CWM LLC525$26K0.0%-30.6%0.005%
1/23/2026 Farther Finance Advisors LLC993$50K0.0%-65.9%0.010%
1/23/2026 Private Wealth Management Group LLC1,253$63K0.0%N/A0.012%
1/23/2026 Fifth Third Securities Inc.33,617$1.68M0.1%+4.1%0.331%
1/21/2026 Hartford Financial Management Inc.333,388$16.69M4.3%+3.9%3.285%
1/21/2026 ProCore Advisors LLC5,520$276K0.3%N/A0.054%
1/15/2026 Lodestone Wealth Management LLC658$33K0.0%N/A0.006%
1/12/2026 DAVENPORT & Co LLC107,544$5.39M0.0%-0.5%1.060%
1/12/2026 KWB Wealth27,329$1.37M0.1%+2.4%0.269%
1/9/2026 Appleton Partners Inc. MA190,012$9.52M0.6%+2.6%1.872%
1/8/2026 Sprinkle Financial Consultants LLC149,867$7.50M3.8%+12.2%1.477%
1/5/2026 Miller Global Investments LLC8,936$447K0.4%N/A0.088%
1/1/2026 JPMorgan Chase & Co.26,014$1.30M0.0%-4.5%0.256%
11/25/2025 LWM Advisory Services LLC22,606$1.13M0.7%+2.9%0.222%
11/17/2025Financial Engines Advisors L.L.C.24,686$1.23M0.0%-6.7%0.242%
11/17/2025Susquehanna International Group LLP28,139$1.40M0.0%-18.2%0.276%
11/17/2025 Northwestern Mutual Wealth Management Co.192,642$9.60M0.0%+1.2%1.892%
11/17/2025Mariner LLC5,678$283K0.0%-9.7%0.056%
11/17/2025 Mercer Global Advisors Inc. ADV16,254$810K0.0%+14.1%0.160%
11/17/2025 Integrated Wealth Concepts LLC59,281$2.95M0.0%-3.5%0.582%
11/17/2025Bank of America Corp DE577,634$28.77M0.0%+1.0%5.674%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
11/17/2025Ameriprise Financial Inc.18,735$933K0.0%-85.7%0.184%
11/14/2025Raymond James Financial Inc.768,099$38.26M0.0%-3.5%7.545%
11/13/2025 Compass Capital Management Inc.12,170$606K0.0%N/A0.120%
11/13/2025 Tocqueville Asset Management L.P.156,919$7.82M0.1%+0.5%1.541%
11/13/2025 Stonehaven Wealth & Tax Solutions LLC40,848$2.04M1.9%-0.7%0.401%
11/13/2025 Gerber Kawasaki Wealth & Investment Management193,075$9.62M0.3%+2.2%1.897%
11/12/2025Kingsview Wealth Management LLC83,355$4.15M0.1%-20.5%0.819%
11/10/2025 Thoroughbred Financial Services LLC5,252$261K0.0%-16.1%0.052%
11/7/2025 JPMorgan Chase & Co.26,014$1.30M0.0%-4.5%0.256%
11/6/2025Financial Advocates Investment Management4,314$215K0.1%-95.5%0.042%


JPSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 107 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 ($53.91M), LPL Financial LLC ($45.07M), Raymond James Financial Inc. ($38.26M), Bank of America Corp DE ($32.03M), Raymond James & Associates ($27.10M), Hartford Financial Management Inc. ($16.69M), and Royal Bank of Canada ($15.71M).Learn more on JPMorgan Diversified Return U.S. Small Cap Equity ETF's institutional investors.

Of the 92 institutional investors that purchased JPMorgan Diversified Return U.S. Small Cap Equity ETF's 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), Jones Financial Companies Lllp ($714.24K), Raymond James & Associates ($522.17K), Aprio Wealth Management LLC ($310.34K), Capital Advisors Wealth Management LLC ($213.69K), Hartford Financial Management Inc. ($174.21K), and Keystone Financial Services LLC ($156.57K).

Institutional investors have bought a total of 1,145,443 shares in the last 24 months. This purchase volume represents approximately $57.82M in transactions.

Of the 41 institutional investors that sold JPMorgan Diversified Return U.S. Small Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Koss Olinger Consulting LLC ($220.47K), Ameriprise Financial Inc. ($111.88K), Financial Advocates Investment Management ($90.71K), Western Wealth Management LLC ($46.96K), Osaic Holdings Inc. ($40.73K), Kingsview Wealth Management LLC ($35.30K), and Jane Street Group LLC ($29.36K).

Institutional investors have sold a total of 735,091 shares in the last 24 months. This volume of shares sold represents approximately $37.37M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JPSE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
BSEM Is Officially on Nasdaq... The Next Chapter Begins!
BioStem Technologies (NASDAQ: BSEM) debuted on Nasdaq August 7th, marking its move from OTC markets into a new...
Huge Alerts | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel