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

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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)
50
Total
Institutional Inflows
(last 12 months)
$83.17M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$44.44M
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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
4/23/2024Nations Financial Group Inc. IA ADV9,535$431K0.0%+38.2%0.088%
4/23/2024Raymond James Financial Services Advisors Inc.823,028$37.20M0.1%-36.5%7.600%
4/18/2024Choice Wealth Advisors LLC189,316$8.56M5.2%+2.2%1.748%
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%
2/14/2024Personal CFO Solutions LLC29,381$1.29M0.2%+11.7%0.291%
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%
2/9/2024Cambridge 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%
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%
11/15/2023Integrated Wealth Concepts LLC63,015$2.48M0.0%+4.8%0.624%
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11/15/2023KPP Advisory Services LLC54,217$2.13M0.7%N/A0.537%
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%
11/13/2023LPL Financial LLC689,818$27.10M0.0%+10.6%6.830%
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%
8/14/2023Redwood Financial Network Corp14,583$597K0.6%+6.3%0.144%
8/14/2023Mendel Money Management8,500$348K0.2%+9.0%0.084%
8/10/2023Osaic Holdings Inc.98,580$4.04M0.0%-2.5%0.976%
8/10/2023Personal CFO Solutions LLC19,904$815K0.2%+51.4%0.197%
8/10/2023Commonwealth Equity Services LLC45,315$1.86M0.0%+10.3%0.449%
8/10/2023Beck Bode LLC34,397$1.41M0.3%-8.6%0.341%
8/7/2023LWM Advisory Services LLC56,596$2.32M2.4%-10.8%0.560%
8/7/2023Lincoln National Corp18,580$761K0.0%+93.1%0.184%
8/4/2023HBK Sorce Advisory LLC4,886$200K0.0%-31.2%0.048%
8/3/2023Atria Wealth Solutions Inc.19,598$803K0.0%+44.3%0.194%
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8/3/2023Thoroughbred Financial Services LLC14,563$596K0.1%-5.6%0.144%
8/2/2023Baystate Wealth Management LLC17,995$737K0.1%N/A0.178%
8/2/2023Sigma Planning Corp11,230$460K0.0%N/A0.111%
8/1/2023Interactive Financial Advisors Inc.15,230$624K0.4%+6.6%0.151%
7/31/2023LPL Financial LLC623,812$25.55M0.0%+20.8%6.176%
7/31/2023Mutual Advisors LLC10,128$415K0.0%-78.9%0.100%
7/31/2023Wayfinding Financial LLC51,260$2.19M1.5%-2.1%0.508%
7/31/2023Koss Olinger Consulting LLC1,125,783$46.11M5.4%+3.6%11.146%
7/28/2023Private Trust Co. NA959$39K0.0%-28.0%0.009%
7/27/2023Aspire Wealth Management Corp2,196$90K0.1%N/A0.022%
(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, 75 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 ($45.24M), Raymond James Financial Services Advisors Inc. ($37.20M), LPL Financial LLC ($27.10M), Capital Advisors Wealth Management LLC ($19.15M), Systelligence LLC ($11.91M), Gerber Kawasaki Wealth & Investment Management ($11.84M), and Advisor Group Holdings Inc. ($11.42M).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 68 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), Goldstein Advisors LLC ($326.25K), Gerber Kawasaki Wealth & Investment Management ($305.68K), and Systelligence LLC ($292.01K).

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

Institutional investors have bought a total of 4,908,685 shares in the last 24 months. This purchase volume represents approximately $195.51M in transactions.

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

Of the 36 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. ($500.98K), Goldstein Advisors LLC ($150.93K), Capital Advisors Wealth Management LLC ($121.39K), Mutual Advisors LLC ($67.02K), N.E.W. Advisory Services LLC ($53.41K), LWM Advisory Services LLC ($41.79K), and Cambridge Investment Research Advisors Inc. ($39.17K).

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

Institutional investors have sold a total of 1,173,503 shares in the last 24 months. This volume of shares sold represents approximately $50.30M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 4/24/2024 by MarketBeat.com Staff

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