S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
Stock market today: Most of Wall Street slips as expectations rise for rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
ASML’s Earnings Could Bring The Stock to New Highs
Undervalued UnitedHealth Group Won’t Be For Long
3 Computer Vision Stocks for Long-Term Gains From AI
DocuSign and The Case for 66% Upside 
Closing prices for crude oil, gold and other commodities

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

$42.34
-0.33 (-0.77%)
(As of 04/16/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$104.20M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$30.95M
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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
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%
2/16/2024O Dell Group LLC742$33K0.0%N/A0.007%
2/15/2024Mercer Global Advisors Inc. ADV35,501$1.56M0.0%-33.5%0.351%
2/14/2024Royal Bank of Canada603,220$26.58M0.0%+1.3%5.972%
2/14/2024Kestra Advisory Services LLC10,385$458K0.0%+10.0%0.103%
2/14/2024Personal CFO Solutions LLC29,381$1.29M0.2%+11.7%0.291%
2/13/2024Envestnet Asset Management Inc.32,566$1.44M0.0%-6.0%0.322%
2/12/2024Sprinkle Financial Consultants LLC40,383$1.78M1.8%N/A0.400%
2/12/2024Goldstein Advisors LLC175,316$7.72M1.3%+4.6%1.736%
2/12/2024Stifel Financial Corp178,673$7.87M0.0%-7.2%1.769%
2/9/2024Nations Financial Group Inc. IA ADV6,897$304K0.0%N/A0.068%
2/9/2024US Bancorp DE3,504$154K0.0%-13.7%0.035%
2/9/2024Cambridge Investment Research Advisors Inc.61,792$2.72M0.0%+13.5%0.612%
2/9/2024Thoroughbred Financial Services LLC21,806$960K0.1%+33.0%0.216%
2/8/2024Kingsview Wealth Management LLC33,607$1.48M0.0%+71.9%0.333%
2/6/2024N.E.W. Advisory Services LLC19,623$865K0.1%-73.1%0.194%
2/6/2024Lincoln National Corp26,980$1.19M0.0%+24.8%0.267%
2/6/2024Gallacher Capital Management LLC19,723$869K0.5%-4.5%0.195%
2/6/2024Benjamin 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%
2/5/2024LWM Advisory Services LLC21,691$956K0.8%-51.6%0.215%
2/2/2024Atria Wealth Solutions Inc.18,688$823K0.0%-7.0%0.185%
2/1/2024Criterion Capital Advisors LLC805$35K0.0%N/A0.008%
1/31/2024Family Capital Management Inc.36,137$1.59M1.1%+21.6%0.358%
1/29/2024Schmidt P J Investment Management Inc.18,218$784K0.2%+12.3%0.180%
1/29/2024Hartford Financial Management Inc.162,360$7.15M1.6%-1.0%1.608%
1/24/2024Stratos Wealth Partners LTD.47,904$2.11M0.0%+33.7%0.474%
1/23/2024DAVENPORT & Co LLC76,077$3.35M0.0%+2.9%0.753%
1/19/2024Hengehold Capital Management LLC4,764$210K0.0%N/A0.047%
1/18/2024First Pacific Financial84,097$3.71M1.2%+16.0%0.833%
1/16/2024Raymond James Financial Services Advisors Inc.1,296,286$57.11M0.1%+7.9%12.835%
1/16/2024Raymond James & Associates37,583$1.66M0.0%-37.5%0.372%
1/12/2024Mutual Advisors LLC39,745$1.75M0.1%-20.5%0.394%
1/12/2024Choice 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%
1/11/2024KWB Wealth23,388$1.03M0.1%N/A0.232%
1/10/2024Wayfinding Financial LLC49,274$2.17M1.5%-1.2%0.488%
1/9/2024 Daymark Wealth Partners LLC4,757$210K0.0%-14.7%0.047%
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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%
11/21/2023Comerica Bank3,763$148K0.0%N/A0.037%
11/15/2023Integrated Wealth Concepts LLC63,015$2.48M0.0%+4.8%0.624%
11/15/2023Mercer Global Advisors Inc. ADV53,424$2.10M0.0%-63.2%0.529%
11/15/2023Royal Bank of Canada595,512$23.40M0.0%+10.6%5.896%
11/15/2023KPP Advisory Services LLC54,217$2.13M0.7%N/A0.537%
11/15/2023Ameriprise Financial Inc.212,334$8.34M0.0%+4.5%2.102%
11/14/2023Mendel Money Management8,915$350K0.2%+4.9%0.088%
11/14/2023Mutual Advisors LLC49,968$1.96M0.1%+393.4%0.495%
11/13/2023Personal CFO Solutions LLC26,296$1.03M0.2%+32.1%0.260%
11/13/2023Gallacher Capital Management LLC20,658$812K0.5%-7.6%0.205%
11/13/2023Stifel Financial Corp192,475$7.56M0.0%N/A1.906%
11/13/2023Mariner LLC10,265$403K0.0%N/A0.102%
11/13/2023LPL Financial LLC689,818$27.10M0.0%+10.6%6.830%
11/13/2023FMR LLC943$37K0.0%+62.6%0.009%
11/13/2023Envestnet Asset Management Inc.34,627$1.36M0.0%+124.5%0.343%
11/13/2023Kestra Advisory Services LLC9,440$371K0.0%+19.9%0.093%
11/9/2023Tocqueville Asset Management L.P.121,796$4.79M0.1%-1.2%1.206%
11/8/2023Redwood Financial Network Corp15,523$610K0.6%+6.4%0.154%
11/8/2023Atria Wealth Solutions Inc.20,102$790K0.0%+2.6%0.199%
11/7/2023Kingsview Wealth Management LLC19,554$768K0.0%+86.5%0.194%
11/7/2023Cornerstone Wealth Management LLC13,896$546K0.1%N/A0.138%
11/6/2023Lincoln National Corp21,619$849K0.0%+16.4%0.214%
11/6/2023N.E.W. Advisory Services LLC73,032$2.87M0.4%N/A0.723%
11/2/2023Wayfinding Financial LLC49,866$1.93M1.5%-2.7%0.494%
11/2/2023LWM Advisory Services LLC44,858$1.76M1.9%-20.7%0.444%
11/2/2023Beck Bode LLC33,881$1.33M0.3%-1.5%0.335%
10/30/2023Aspire Wealth Management Corp3,050$120K0.1%+38.9%0.030%
10/26/2023Interactive Financial Advisors Inc.14,038$552K0.4%-7.8%0.139%
10/26/2023Paul Damon & Associates Inc.29,714$1.17M0.8%+7.0%0.294%
10/25/2023Pinnacle Wealth Management Advisory Group LLC11,205$440K0.1%-37.7%0.111%
10/24/2023Hartford Financial Management Inc.164,064$6.45M1.5%-0.5%1.624%
10/24/2023Stratos Wealth Partners LTD.35,835$1.41M0.0%+61.8%0.355%
10/24/2023Raymond James Financial Services Advisors Inc.1,201,222$47.20M0.1%+5.6%11.893%
10/24/2023Raymond James & Associates60,159$2.36M0.0%-5.0%0.596%
10/24/2023Pinnacle Associates Ltd.11,205$440K0.0%-37.7%0.111%
10/24/2023Cambridge Investment Research Advisors Inc.54,425$2.14M0.0%+9.1%0.539%
10/23/2023First Pacific Financial72,476$2.85M1.3%-1.6%0.718%
10/23/2023Commonwealth Equity Services LLC51,256$2.01M0.0%+13.1%0.507%
10/20/2023Schmidt P J Investment Management Inc.16,226$615K0.1%+7.1%0.161%
10/18/2023Goldstein Advisors LLC167,544$6.58M1.4%+2.4%1.659%
10/18/2023Private Trust Co. NA1,259$49K0.0%+31.3%0.012%
10/17/2023DAVENPORT & Co LLC73,957$2.91M0.0%+24.0%0.732%
10/12/2023 RVW Wealth LLC1,703$67K0.0%N/A0.017%
10/11/2023Koss 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%
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%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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8/21/2023Osaic Holdings Inc.98,580$4.04M0.0%-2.5%0.976%
8/16/2023CreativeOne Wealth LLC5,886$241K0.0%-85.1%0.058%
8/15/2023Wells Fargo & Company MN3,296$135K0.0%N/A0.033%
8/15/2023Integrated Wealth Concepts LLC60,141$2.46M0.0%+8.5%0.595%
8/15/2023Goldman Sachs Group Inc.29,909$1.23M0.0%+45.4%0.296%
8/15/2023Royal Bank of Canada538,470$22.06M0.0%+113.0%5.331%
8/14/2023Stephens Inc. AR24,561$1.01M0.0%-2.0%0.243%
8/14/2023Redwood Financial Network Corp14,583$597K0.6%+6.3%0.144%
8/14/2023MML Investors Services LLC19,957$817K0.0%+63.3%0.198%
8/14/2023Mendel Money Management8,500$348K0.2%+9.0%0.084%
(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, 91 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 Services Advisors Inc. ($57.11M), Koss Olinger Consulting LLC ($45.24M), LPL Financial LLC ($27.10M), Royal Bank of Canada ($26.58M), Bank of America Corp DE ($19.23M), Capital Advisors Wealth Management LLC ($19.15M), and Gerber Kawasaki Wealth & Investment Management ($12.76M).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 82 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. ($1.06M), Koss Olinger Consulting LLC ($497.84K), Capital Advisors Wealth Management LLC ($394.63K), LPL Financial LLC ($375.45K), Royal Bank of Canada ($369.78K), Goldstein Advisors LLC ($326.25K), and Gerber Kawasaki Wealth & Investment Management ($320.17K).

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

Institutional investors have bought a total of 5,655,408 shares in the last 24 months. This purchase volume represents approximately $225.54M in transactions.

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

Of the 46 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: Advisor Group Holdings Inc. ($329.70K), Goldstein Advisors LLC ($150.93K), Capital Advisors Wealth Management LLC ($121.39K), Mercer Global Advisors Inc. ADV ($109.70K), Mutual Advisors LLC ($67.02K), 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 1,248,130 shares in the last 24 months. This volume of shares sold represents approximately $50.42M in transactions.


This page (NYSEARCA:JPSE) was last updated on 4/16/2024 by MarketBeat.com Staff

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