JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE) Institutional Ownership $57.55 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE)Number ofInstitutional Buyers(last 12 months)60TotalInstitutional Inflows(last 12 months)$62.17MNumber ofInstitutional Sellers(last 12 months)50TotalInstitutional Outflows(last 12 months)$81.80M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC10,985$576K0.0%-68.0%0.108% 5/19/2026 Bank of America Corp DE610,879$32.03M0.0%+4.4%6.019% 5/18/2026 Royal Bank of Canada299,535$15.71M0.0%-2.8%2.951% 5/14/2026 Modern 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% 5/5/2026 Sanctuary Advisors LLC19,218$1.01M0.0%-21.5%0.189% 4/30/2026 Money Concepts Capital Corp4,260$223K0.0%N/A0.042% Get the Latest News and Ratings for JPSE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for JPMorgan Diversified Return U.S. Small Cap Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 2/17/2026 Osaic Holdings Inc.12,442$623K0.0%-76.6%0.123% 2/17/2026 Royal 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% 2/13/2026 Advyzon 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% 2/12/2026 Jane 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% 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% 2/11/2026Ipsen 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% 2/10/2026 Goldman Sachs Group Inc.11,890$595K0.0%N/A0.117% 2/10/2026Vantus Wealth LLC26,935$1.35M1.0%N/A0.265% 2/10/2026 Redwood Financial Network Corp8,061$404K0.3%-33.6%0.079% Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.Discover the real reason behind the Iran strikes before markets react2/10/2026 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% 2/9/2026 Kingsview 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% 2/5/2026 Western 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% 2/2/2026 Horizon Investments LLC1,290$65K0.0%+165.4%0.013% 1/30/2026 Capital 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% 1/29/2026 Sanctuary 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% 1/26/2026 CWM 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% 11/17/2025 Financial Engines Advisors L.L.C.24,686$1.23M0.0%-6.7%0.242% 11/17/2025 Susquehanna 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% 11/17/2025 Mariner 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% 11/17/2025 Bank of America Corp DE577,634$28.77M0.0%+1.0%5.674% 11/17/2025 Ameriprise Financial Inc.18,735$933K0.0%-85.7%0.184% 11/14/2025 Raymond 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% 11/12/2025 Kingsview Wealth Management LLC83,355$4.15M0.1%-20.5%0.819% $30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…Click here to watch this short 3-minute video now.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% 11/6/2025 Stratos Wealth Partners LTD.5,911$294K0.0%-33.4%0.058% 11/6/2025 Western Wealth Management LLC34,631$1.73M0.1%N/A0.340% 11/6/2025 LexAurum Advisors LLC49,258$2.45M0.3%+8.1%0.484% 11/6/2025Ipsen Advisor Group LLC112,303$5.59M4.0%+1.1%1.103% 11/5/2025 Appleton Partners Inc. MA185,256$9.23M0.6%+1.7%1.820% 11/5/2025 Gallacher Capital Management LLC13,662$681K0.3%-14.5%0.134% 11/5/2025 J.W. Cole Advisors Inc.31,560$1.57M0.0%+95.0%0.310% JPSE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of JPSE shares? 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 Financial Services Advisors Inc. ($31.77M), Raymond James & Associates ($27.10M), and Hartford Financial Management Inc. ($16.69M).Learn more on JPMorgan Diversified Return U.S. Small Cap Equity ETF's institutional investors. Which institutional investors have been buying JPMorgan Diversified Return U.S. Small Cap Equity ETF's stock? Of the 93 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), Koss Olinger Consulting LLC ($1.27M), Jones Financial Companies Lllp ($714.24K), Raymond James & Associates ($522.17K), Aprio Wealth Management LLC ($310.34K), Capital Advisors Wealth Management LLC ($213.69K), and Hartford Financial Management Inc. ($174.21K). How much institutional buying is happening at JPMorgan Diversified Return U.S. Small Cap Equity ETF? Institutional investors have bought a total of 1,265,630 shares in the last 24 months. This purchase volume represents approximately $62.17M in transactions. Which of JPMorgan Diversified Return U.S. Small Cap Equity ETF's major shareholders have been selling company stock? Of the 50 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: Raymond James Financial Inc. ($553.91K), Capital Advisors Wealth Management LLC ($358.10K), Koss Olinger Consulting LLC ($239.85K), Financial Advocates Investment Management ($136.31K), Ameriprise Financial Inc. ($111.88K), Osaic Holdings Inc. ($40.73K), and Kingsview Wealth Management LLC ($35.30K). How much institutional selling is happening at JPMorgan Diversified Return U.S. Small Cap Equity ETF? Institutional investors have sold a total of 1,715,881 shares in the last 24 months. This volume of shares sold represents approximately $81.80M in transactions. Related Companies SEIS Major Shareholders XSVM Major Shareholders WSML Major Shareholders ISCF Major Shareholders ISCV Major Shareholders JHSC Major Shareholders EEMS Major Shareholders EES Major Shareholders BBSC Major Shareholders DWAS Major Shareholders This page (NYSEARCA:JPSE) was last updated on 5/25/2026 by MarketBeat.com Staff. 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