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

$47.88
+0.67 (+1.42%)
(As of 07/26/2024 ET)
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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)
49
Total
Institutional Inflows
(last 12 months)
$56.39M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$57.74M
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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
7/26/2024Sprinkle Financial Consultants LLC93,503$4.08M3.2%+3.6%0.850%
7/26/2024Cambridge Investment Research Advisors Inc.51,969$2.27M0.0%+10.0%0.472%
7/24/2024 Goldstein Advisors LLC204,629$8.92M1.5%+6.8%1.860%
7/22/2024 Atria Wealth Solutions Inc.20,655$901K0.0%+7.9%0.188%
7/20/2024 First Pacific Financial81,745$3.56M0.9%-1.4%0.743%
7/20/2024 Raymond James Financial Services Advisors Inc.728,558$31.77M0.0%-11.5%6.623%
7/18/2024 Oak Harbor Wealth Partners LLC21,021$917K0.3%+1.2%0.191%
7/17/2024Capital Advisors Wealth Management LLC239,778$10.45M2.1%-43.4%2.180%
7/16/2024 Cornerstone Wealth Management LLC14,118$616K0.0%+3.0%0.128%
7/15/2024 Fifth Third Securities Inc.25,286$1.10M0.1%+5.7%0.230%
7/15/2024 Choice Wealth Advisors LLC5,237$228K0.1%-97.2%0.048%
7/10/2024 Albion Financial Group UT3,004$131K0.0%N/A0.027%
7/2/2024 Appleton Partners Inc. MA176,859$7.71M0.6%+2.1%1.608%
5/24/2024Cetera Advisors LLC24,220$1.10M0.0%+123.3%0.220%
5/22/2024Beck Bode LLC28,675$1.30M0.3%-13.8%0.261%
5/10/2024Tocqueville Asset Management L.P.168,742$7.63M0.1%+28.3%1.541%
5/9/2024Kingsview Wealth Management LLC35,576$1.61M0.0%+5.9%0.325%
5/8/2024Thoroughbred Financial Services LLC18,810$850K0.1%-13.7%0.172%
5/6/2024Gallacher Capital Management LLC18,099$818K0.4%-8.2%0.165%
5/2/2024Mendel Money Management10,035$454K0.2%-204.1%0.092%
4/29/2024Commonwealth Equity Services LLC53,319$2.41M0.0%+0.7%0.487%
4/26/2024Pinnacle Associates Ltd.9,040$409K0.0%-19.3%0.083%
4/26/2024Schmidt P J Investment Management Inc.20,436$924K0.2%+12.2%0.187%
4/26/2024Sprinkle Financial Consultants LLC90,261$4.08M3.5%+123.5%0.824%
4/25/2024Cambridge Investment Research Advisors Inc.47,238$2.14M0.0%-23.6%0.436%
4/24/2024 First Pacific Financial82,903$3.75M1.0%-1.4%0.765%
4/23/2024 Oak Harbor Wealth Partners LLC20,771$939K0.3%N/A0.192%
4/23/2024Nations Financial Group Inc. IA ADV9,535$431K0.0%+38.2%0.088%
4/23/2024 Raymond James Financial Services Advisors Inc.823,028$37.20M0.1%-36.5%7.600%
4/18/2024 Choice Wealth Advisors LLC189,316$8.56M5.2%+2.2%1.748%
4/12/2024Capital 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%
2/12/2024 Goldstein 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%
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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%
2/6/2024 Lincoln 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%
2/2/2024 Atria Wealth Solutions Inc.18,688$823K0.0%-7.0%0.185%
2/1/2024Criterion Capital Advisors LLC805$35K0.0%N/A0.008%
1/31/2024 Family 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%
1/24/2024 Stratos 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%
1/19/2024 Hengehold Capital Management LLC4,764$210K0.0%N/A0.047%
1/18/2024 First Pacific Financial84,097$3.71M1.2%+16.0%0.833%
1/16/2024 Raymond James Financial Services Advisors Inc.1,296,286$57.11M0.1%+7.9%12.835%
1/16/2024 Raymond James & Associates37,583$1.66M0.0%-37.5%0.372%
1/12/2024Mutual Advisors LLC39,745$1.75M0.1%-20.5%0.394%
1/12/2024 Choice 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%
1/11/2024 KWB Wealth23,388$1.03M0.1%N/A0.232%
1/10/2024Wayfinding Financial LLC49,274$2.17M1.5%-1.2%0.488%
1/9/2024Daymark Wealth Partners LLC4,757$210K0.0%-14.7%0.047%
1/9/2024Capital 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%
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%
11/8/2023 Atria Wealth Solutions Inc.20,102$790K0.0%+2.6%0.199%
11/7/2023Kingsview Wealth Management LLC19,554$768K0.0%+86.5%0.194%
11/7/2023 Cornerstone Wealth Management LLC13,896$546K0.1%N/A0.138%
11/6/2023 Lincoln 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%
10/26/2023 Paul Damon & Associates Inc.29,714$1.17M0.8%+7.0%0.294%
10/25/2023 Pinnacle 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%
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10/24/2023 Stratos Wealth Partners LTD.35,835$1.41M0.0%+61.8%0.355%
10/24/2023 Raymond James Financial Services Advisors Inc.1,201,222$47.20M0.1%+5.6%11.893%
10/24/2023 Raymond 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%
10/23/2023 First 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%
10/18/2023 Goldstein Advisors LLC167,544$6.58M1.4%+2.4%1.659%
10/18/2023 Private Trust Co. NA1,259$49K0.0%+31.3%0.012%
(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, 77 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. ($31.77M), LPL Financial LLC ($27.10M), Systelligence LLC ($11.91M), Gerber Kawasaki Wealth & Investment Management ($11.84M), Advisor Group Holdings Inc. ($11.42M), and Capital Advisors Wealth Management LLC ($10.45M).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 70 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. ($797.92K), Koss Olinger Consulting LLC ($442.35K), Capital Advisors Wealth Management LLC ($394.63K), LPL Financial LLC ($375.45K), Goldstein Advisors LLC ($339.36K), Gerber Kawasaki Wealth & Investment Management ($305.68K), and Stifel Financial Corp ($192.48K).

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

Institutional investors have bought a total of 4,506,053 shares in the last 24 months. This purchase volume represents approximately $178.45M 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. ($595.45K), Capital Advisors Wealth Management LLC ($305.18K), Choice Wealth Advisors LLC ($184.08K), Goldstein Advisors LLC ($150.93K), Mutual Advisors LLC ($67.02K), Cambridge Investment Research Advisors Inc. ($53.72K), and N.E.W. Advisory Services LLC ($53.41K).

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

Institutional investors have sold a total of 1,636,916 shares in the last 24 months. This volume of shares sold represents approximately $70.57M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 7/27/2024 by MarketBeat.com Staff

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