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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
$59.70 0.00 (0.00%)
As of 07/2/2026 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)
61
Total
Institutional Inflows
(last 12 months)
$70.00M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$83.21M
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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
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%
6/3/2026NewEdge Advisors LLC17,448$915K0.0%-15.7%0.172%
6/1/2026Financial Solutions Advisory Group Inc.146,873$7.70M1.1%N/A1.447%
5/29/2026Ipsen 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%
5/13/2026Cetera Investment Advisers53,556$2.81M0.0%+2.3%0.528%
5/7/2026Koss Olinger Consulting LLC1,028,198$53.91M4.5%-16.6%10.130%
5/6/2026Gallacher Capital Management LLC13,457$706K0.3%-16.2%0.133%
5/6/2026Independent Financial Group LLC12,928$678K0.0%N/A0.127%
5/5/2026Sanctuary Advisors LLC19,218$1.01M0.0%-21.5%0.189%
4/30/2026Money Concepts Capital Corp4,260$223K0.0%N/A0.042%
4/29/2026McLaughlin Asset Management Inc.11,859$622K0.6%-2.7%0.117%
4/28/2026Appleton Partners Inc. MA190,724$10M0.7%+0.4%1.879%
4/27/2026Trademark Financial Management LLC3,853$202K0.1%N/A0.038%
4/24/2026First Pacific Financial71,943$3.77M0.5%+0.4%0.709%
4/20/2026Kestra Private Wealth Services LLC6,396$335K0.0%+6.0%0.063%
4/16/2026Sprinkle Financial Consultants LLC174,823$9.17M4.2%+16.7%1.722%
4/15/2026Nations Financial Group Inc. IA ADV4,303$226K0.0%-9.7%0.042%
2/20/2026McLaughlin Asset Management Inc.12,190$610K0.5%N/A0.120%
2/18/2026Mercer Global Advisors Inc. ADV14,804$741K0.0%-8.9%0.146%
2/18/2026NewEdge Advisors LLC20,689$1.04M0.0%-9.1%0.204%
2/17/2026Cetera 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%
2/16/2026MML Investors Services LLC12,484$625K0.0%-12.5%0.123%
2/13/2026Kestra Advisory Services LLC3,998$200K0.0%-21.6%0.039%
2/13/2026Stifel Financial Corp59,052$2.96M0.0%+2.7%0.582%
2/13/2026Advyzon Investment Management LLC26,878$1.35M0.2%N/A0.265%
2/13/2026Integrated Wealth Concepts LLC57,010$2.86M0.0%-3.8%0.562%
2/13/2026Gerber 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%
2/12/2026Commonwealth Equity Services LLC42,718$2.14M0.0%+1.7%0.421%
2/12/2026Tocqueville Asset Management L.P.140,118$7.02M0.1%-10.7%1.380%
2/12/2026LWM Advisory Services LLC23,488$1.18M0.7%+3.9%0.231%
2/12/2026Titleist Asset Management LLC7,121$357K0.0%N/A0.070%
2/11/2026LPL Financial LLC900,097$45.07M0.0%+4.5%8.868%
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2/11/2026Ipsen Advisor Group LLC113,028$5.66M4.0%+0.6%1.114%
2/10/2026Goldstein Advisors LLC228,459$11.44M1.3%-3.3%2.251%
2/10/2026Goldman Sachs Group Inc.11,890$595K0.0%N/A0.117%
2/10/2026Vantus Wealth LLC26,935$1.35M1.0%N/A0.265%
2/10/2026Redwood Financial Network Corp8,061$404K0.3%-33.6%0.079%
2/10/2026Koss Olinger Consulting LLC1,233,487$61.77M4.8%-0.5%12.153%
2/10/2026Northwestern 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%
2/9/2026Cary Street Partners Financial LLC10,371$519K0.0%N/A0.102%
2/9/2026Interactive Financial Advisors Inc.6,272$314K0.2%-53.9%0.062%
2/5/2026Stephens Inc. AR5,629$282K0.0%-30.9%0.055%
2/5/2026Cornerstone 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%
2/3/2026Gallacher Capital Management LLC16,064$804K0.3%+17.6%0.158%
2/2/2026Truist Financial Corp124,526$6.24M0.0%+15.2%1.227%
2/2/2026Oak 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%
1/30/2026Caldwell Trust Co1,301$65K0.0%N/A0.013%
1/29/2026Aprio Wealth Management LLC310,338$15.54M0.9%N/A3.058%
1/29/2026Kestra Private Wealth Services LLC6,034$302K0.0%-9.9%0.059%
1/29/2026Sanctuary Advisors LLC24,469$1.23M0.0%-40.4%0.241%
1/28/2026N.E.W. Advisory Services LLC2,852$143K0.0%+714.9%0.028%
1/28/2026Schmidt P J Investment Management Inc.22,678$1.14M0.2%-1.6%0.223%
1/27/2026Family Capital Management Inc.53,467$2.68M1.2%+4.1%0.527%
1/27/2026Keystone Financial Services LLC156,573$7.84M5.3%+1.8%1.543%
1/26/2026Nations Financial Group Inc. IA ADV4,765$239K0.0%-11.4%0.047%
1/26/2026CWM LLC525$26K0.0%-30.6%0.005%
1/23/2026Farther Finance Advisors LLC993$50K0.0%-65.9%0.010%
1/23/2026Private Wealth Management Group LLC1,253$63K0.0%N/A0.012%
1/23/2026Fifth Third Securities Inc.33,617$1.68M0.1%+4.1%0.331%
1/21/2026Hartford Financial Management Inc.333,388$16.69M4.3%+3.9%3.285%
1/21/2026ProCore Advisors LLC5,520$276K0.3%N/A0.054%
1/15/2026Lodestone Wealth Management LLC658$33K0.0%N/A0.006%
1/12/2026DAVENPORT & Co LLC107,544$5.39M0.0%-0.5%1.060%
1/12/2026KWB Wealth27,329$1.37M0.1%+2.4%0.269%
1/9/2026Appleton Partners Inc. MA190,012$9.52M0.6%+2.6%1.872%
1/8/2026Sprinkle Financial Consultants LLC149,867$7.50M3.8%+12.2%1.477%
1/5/2026 Miller Global Investments LLC8,936$447K0.4%N/A0.088%
1/1/2026JPMorgan Chase & Co.26,014$1.30M0.0%-4.5%0.256%
11/25/2025LWM 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%
11/17/2025Northwestern Mutual Wealth Management Co.192,642$9.60M0.0%+1.2%1.892%
11/17/2025Mariner LLC5,678$283K0.0%-9.7%0.056%
11/17/2025Mercer Global Advisors Inc. ADV16,254$810K0.0%+14.1%0.160%
11/17/2025Integrated 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%
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%
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11/13/2025Compass Capital Management Inc.12,170$606K0.0%N/A0.120%
11/13/2025Tocqueville Asset Management L.P.156,919$7.82M0.1%+0.5%1.541%
11/13/2025Stonehaven Wealth & Tax Solutions LLC40,848$2.04M1.9%-0.7%0.401%
11/13/2025Gerber 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%
11/10/2025Thoroughbred Financial Services LLC5,252$261K0.0%-16.1%0.052%
11/7/2025JPMorgan Chase & Co.26,014$1.30M0.0%-4.5%0.256%
11/6/2025Financial Advocates Investment Management4,314$215K0.1%-95.5%0.042%
11/6/2025Stratos Wealth Partners LTD.5,911$294K0.0%-33.4%0.058%
11/6/2025Western Wealth Management LLC34,631$1.73M0.1%N/A0.340%


JPSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 108 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.

Of the 94 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).

Institutional investors have bought a total of 1,415,059 shares in the last 24 months. This purchase volume represents approximately $70.00M in transactions.

Of the 51 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), Western Wealth Management LLC ($46.96K), and Osaic Holdings Inc. ($40.73K).

Institutional investors have sold a total of 1,742,723 shares in the last 24 months. This volume of shares sold represents approximately $83.21M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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