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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
$40.61 +0.40 (+0.99%)
As of 04/17/2025 04:10 PM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$196.44M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$64.66M
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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
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%
3/14/2025Keystone Financial Services LLC124,623$5.83M5.3%N/A1.123%
2/17/2025Two Sigma Investments LP4,900$229K0.0%N/A0.045%
2/17/2025Royal Bank of Canada451,851$21.15M0.0%-5.9%4.108%
2/17/2025Cetera Investment Advisers45,044$2.11M0.0%-3.0%0.409%
2/17/2025Beck Bode LLC9,501$445K0.1%-34.6%0.086%
2/17/2025Bank of America Corp DE549,113$25.70M0.0%+13.2%4.992%
2/17/2025Ameriprise Financial Inc.124,924$5.85M0.0%-19.8%1.136%
2/14/2025Mercer Global Advisors Inc. ADV24,791$1.16M0.0%-5.4%0.225%
2/14/2025Gerber Kawasaki Wealth & Investment Management177,479$8.31M0.4%-0.2%1.613%
2/14/2025Integrated Wealth Concepts LLC61,925$2.90M0.0%-4.9%0.563%
2/14/2025Stifel Financial Corp195,428$9.15M0.0%+2.4%1.777%
2/14/2025MML Investors Services LLC29,821$1.40M0.0%+1.1%0.271%
2/13/2025NewEdge Advisors LLC23,107$1.08M0.0%-17.0%0.210%
2/13/2025Stonehaven Wealth & Tax Solutions LLC31,382$1.47M1.6%N/A0.285%
2/13/2025Mariner LLC5,393$252K0.0%N/A0.049%
2/13/2025 Sagespring Wealth Partners LLC5,582$261K0.0%N/A0.051%
2/13/2025Envestnet Asset Management Inc.134,086$6.28M0.0%-3.3%1.219%
2/12/2025JPMorgan Chase & Co.16,139$755K0.0%-8.2%0.147%
2/12/2025Mendel Money Management8,738$409K0.2%+9.0%0.079%
2/12/2025 Ipsen Advisor Group LLC103,437$4.84M4.1%N/A0.940%
2/11/2025LPL Financial LLC615,084$28.79M0.0%+11.2%5.592%
2/11/2025ZEGA Investments LLC15,797$757K0.2%N/A0.144%
2/11/2025Koss Olinger Consulting LLC1,237,906$57.95M5.1%+2.1%11.254%
2/10/2025Tocqueville Asset Management L.P.163,753$7.67M0.1%-1.9%1.489%
2/10/2025Gallacher Capital Management LLC16,349$765K0.4%-3.6%0.149%
2/10/2025Commonwealth Equity Services LLC48,054$2.25M0.0%+1.6%0.437%
2/7/2025HighTower Advisors LLC4,941$231K0.0%-6.7%0.045%
2/7/2025Oak Harbor Wealth Partners LLC14,621$684K0.2%-36.0%0.133%
2/6/2025Raymond James Financial Inc.1,395,139$65.31M0.0%N/A12.683%
2/6/2025Jones Financial Companies Lllp70,948$3.32M0.0%+63.8%0.645%
2/5/2025US Bancorp DE1,444$68K0.0%-34.7%0.013%
2/4/2025LWM Advisory Services LLC22,553$1.06M0.7%+11.3%0.205%
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1/31/2025Atria Wealth Solutions Inc.21,348$999K0.0%+3.4%0.194%
1/30/2025Centerpoint Advisory Group6,627$310K0.3%N/A0.060%
1/30/2025Nations Financial Group Inc. IA ADV7,938$372K0.0%-31.2%0.072%
1/30/2025Family Capital Management Inc.45,479$2.13M1.3%+8.1%0.413%
1/28/2025Kingsview 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%
1/28/2025Appleton Partners Inc. MA176,944$8.28M0.6%-0.4%1.609%
1/27/2025Financial Advocates Investment Management140,254$6.57M0.4%-9.5%1.275%
1/27/2025Schmidt P J Investment Management Inc.22,435$1.05M0.2%+2.1%0.204%
1/24/2025DAVENPORT & Co LLC97,532$4.57M0.0%+5.4%0.887%
1/24/2025N.E.W. Advisory Services LLC4,983$233K0.0%-6.6%0.045%
1/23/2025Hartford Financial Management Inc.161,040$7.54M1.5%-0.6%1.464%
1/23/2025Fifth 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%
1/17/2025Goldstein 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%
1/15/2025First Pacific Financial80,658$3.78M0.9%-0.8%0.733%
1/15/2025Capital Advisors Wealth Management LLC383,263$17.94M3.2%+58.6%3.484%
12/26/2024JPMorgan Chase & Co.17,580$844K0.0%+10.0%0.160%
11/25/2024Sanctuary Advisors LLC8,317$423K0.0%N/A0.076%
11/15/2024MML Investors Services LLC29,488$1.42M0.0%-5.3%0.268%
11/15/2024Zega Financial LLC24,896$1.20M0.2%+44.9%0.226%
11/15/2024Jane Street Group LLC10,022$481K0.0%-57.8%0.091%
11/15/2024Stifel Financial Corp190,829$9.17M0.0%+0.3%1.735%
11/15/2024Integrated Wealth Concepts LLC65,140$3.13M0.0%-1.4%0.592%
11/15/2024HighTower Advisors LLC5,296$255K0.0%-16.2%0.048%
11/13/2024Private Trust Co. NA1,263$61K0.0%+50.2%0.011%
11/12/2024Family Capital Management Inc.42,084$2.02M1.3%+2.5%0.383%
11/12/2024Kingsview Wealth Management LLC52,973$2.54M0.1%+5.9%0.482%
11/6/2024KPP Advisory Services LLC9,683$465K0.1%-6.8%0.088%
11/6/2024Oak Harbor Wealth Partners LLC22,854$1.10M0.3%+8.7%0.208%
10/28/2024Hartford Financial Management Inc.161,943$7.78M1.6%+0.2%1.472%
10/25/2024Financial Advocates Investment Management154,909$7.44M0.4%+1.1%1.408%
10/25/2024Pinnacle Associates Ltd.11,205$494K0.0%+26.5%0.102%
10/24/2024Goldstein Advisors LLC220,057$10.57M1.6%+7.5%2.001%
10/24/2024 Wealth Enhancement Advisory Services LLC4,430$213K0.0%N/A0.040%
10/23/2024Schmidt P J Investment Management Inc.21,965$1.06M0.2%+4.5%0.200%
10/22/2024 Sprinkle Financial Consultants LLC99,387$4.77M3.4%+6.3%0.904%
10/21/2024Koss Olinger Consulting LLC1,211,892$58.21M5.1%+1.3%11.017%
10/18/2024Raymond James & Associates564,297$27.10M0.0%+1,239.5%5.130%
10/17/2024 LexAurum Advisors LLC25,904$1.24M0.3%+2.0%0.235%
10/16/2024 Teamwork Financial Advisors LLC333,125$16M2.2%+13.9%3.028%
10/16/2024Nottingham Advisors Inc.11,034$530K0.1%N/A0.100%
10/16/2024 Cornerstone Wealth Management LLC21,418$1.03M0.1%+51.7%0.195%
10/15/2024Capital Advisors Wealth Management LLC241,626$11.61M2.1%+0.8%2.197%
10/15/2024First Pacific Financial81,279$3.90M0.9%-0.6%0.739%
10/9/2024Albion Financial Group UT1,573$76K0.0%-47.6%0.014%
10/7/2024 KWB Wealth26,460$1.27M0.2%+12.6%0.241%
10/7/2024 Choice Wealth Advisors LLC4,618$222K0.1%-11.8%0.042%
Trump and Musk fight back (Ad)

Is there more to the Musk–Trump relationship than meets the eye? Jeff Brown thinks so — and he believes it has to do with a top-level initiative to build the ultimate military-grade AI system. He’s calling it the “AI Superweapon,” and he says it could soon become the center of global tech dominance. At the core of this initiative? A handful of companies tied to America’s most powerful tech platforms — and investors who act before this goes mainstream may have a rare early edge.

Click here to see why Jeff believes this is the biggest stock story of the year — and which companie
10/1/2024Appleton Partners Inc. MA177,701$8.54M0.6%+0.5%1.615%
8/27/2024KPP Advisory Services LLC10,390$453K0.1%-34.3%0.094%
8/22/2024Cetera Investment Advisers35,680$1.56M0.0%+19.7%0.324%
8/16/2024NewEdge Advisors LLC31,607$1.38M0.0%+1.7%0.287%
8/16/2024Northwestern Mutual Wealth Management Co.130,986$5.71M0.0%+3.4%1.191%
8/16/2024Susquehanna International Group LLP88,084$3.84M0.0%+136.3%0.801%
8/12/2024Beck Bode LLC21,130$921K0.2%-26.3%0.192%
8/12/2024Zega Financial LLC17,182$749K0.1%N/A0.156%
8/12/2024Mercer Global Advisors Inc. ADV25,848$1.13M0.0%-2.7%0.235%
8/8/2024Envestnet Asset Management Inc.134,311$5.86M0.0%+35.6%1.221%
(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. ($65.31M), Koss Olinger Consulting LLC ($57.95M), Raymond James Financial Services Advisors Inc. ($31.77M), LPL Financial LLC ($28.79M), Raymond James & Associates ($27.10M), Bank of America Corp DE ($25.70M), and Royal Bank of Canada ($21.15M).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 81 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 ($1.38M), Raymond James & Associates ($553.99K), Capital Advisors Wealth Management LLC ($417.33K), LPL Financial LLC ($347.72K), Raymond James Financial Services Advisors Inc. ($208.31K), and Stifel Financial Corp ($197.62K).

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

Institutional investors have bought a total of 6,321,685 shares in the last 24 months. This purchase volume represents approximately $279.49M in transactions.

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

Of the 50 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), Goldstein Advisors LLC ($150.93K), 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 1,981,735 shares in the last 24 months. This volume of shares sold represents approximately $87.77M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 4/20/2025 by MarketBeat.com Staff
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