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

$46.88
+0.11 (+0.24%)
(As of 11/1/2024 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)
53
Total
Institutional Inflows
(last 12 months)
$128.92M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$55.63M
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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
10/28/2024 Hartford Financial Management Inc.161,943$7.78M1.6%+0.2%1.472%
10/25/2024 Financial Advocates Investment Management154,909$7.44M0.4%+1.1%1.408%
10/25/2024 Pinnacle Associates Ltd.11,205$494K0.0%+26.5%0.102%
10/24/2024 Goldstein Advisors LLC220,057$10.57M1.6%+7.5%2.001%
10/24/2024 Wealth Enhancement Advisory Services LLC4,430$213K0.0%N/A0.040%
10/23/2024 Schmidt P J Investment Management Inc.21,965$1.06M0.2%+4.5%0.200%
10/22/2024 Sprinkle Financial Consultants LLC99,387$4.77M3.4%+6.3%0.904%
10/21/2024 Koss Olinger Consulting LLC1,211,892$58.21M5.1%+1.3%11.017%
10/18/2024Raymond James & Associates564,297$27.10M0.0%+1,239.5%5.130%
10/17/2024LexAurum Advisors LLC25,904$1.24M0.3%+2.0%0.235%
10/16/2024 Teamwork Financial Advisors LLC333,125$16M2.2%+13.9%3.028%
10/16/2024 Nottingham Advisors Inc.11,034$530K0.1%N/A0.100%
10/16/2024 Cornerstone Wealth Management LLC21,418$1.03M0.1%+51.7%0.195%
10/15/2024 Capital Advisors Wealth Management LLC241,626$11.61M2.1%+0.8%2.197%
10/15/2024 First Pacific Financial81,279$3.90M0.9%-0.6%0.739%
10/9/2024 Albion Financial Group UT1,573$76K0.0%-47.6%0.014%
10/7/2024 KWB Wealth26,460$1.27M0.2%+12.6%0.241%
10/7/2024 Choice Wealth Advisors LLC4,618$222K0.1%-11.8%0.042%
10/1/2024 Appleton Partners Inc. MA177,701$8.54M0.6%+0.5%1.615%
8/27/2024KPP Advisory Services LLC10,390$453K0.1%-34.3%0.094%
8/22/2024Cetera Investment Advisers35,680$1.56M0.0%+19.7%0.324%
8/16/2024NewEdge Advisors LLC31,607$1.38M0.0%+1.7%0.287%
8/16/2024Northwestern Mutual Wealth Management Co.130,986$5.71M0.0%+3.4%1.191%
8/16/2024Susquehanna International Group LLP88,084$3.84M0.0%+136.3%0.801%
8/12/2024Beck Bode LLC21,130$921K0.2%-26.3%0.192%
8/12/2024Zega Financial LLC17,182$749K0.1%N/A0.156%
8/12/2024Mercer Global Advisors Inc. ADV25,848$1.13M0.0%-2.7%0.235%
8/8/2024Envestnet Asset Management Inc.134,311$5.86M0.0%+35.6%1.221%
8/8/2024Thoroughbred Financial Services LLC17,406$758K0.1%-7.5%0.158%
8/7/2024Redwood Financial Network Corp14,863$648K0.5%+2.0%0.135%
8/6/2024 Koss Olinger Consulting LLC1,196,351$52.16M4.8%N/A10.876%
8/6/2024Gallacher Capital Management LLC17,227$751K0.4%-4.8%0.157%
7/31/2024Commonwealth Equity Services LLC50,078$2.18M0.0%-6.1%0.455%
7/29/2024Nations Financial Group Inc. IA ADV11,562$504K0.0%+21.3%0.105%
7/29/2024 Schmidt P J Investment Management Inc.21,023$917K0.2%+2.9%0.191%
7/29/2024 Financial Advocates Investment Management153,172$6.68M0.4%+29.3%1.392%
7/26/2024 Sprinkle Financial Consultants LLC93,503$4.08M3.2%+3.6%0.850%
7/26/2024 Cambridge 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%
7/22/2024Atria Wealth Solutions Inc.20,655$901K0.0%+7.9%0.188%
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7/20/2024 First Pacific Financial81,745$3.56M0.9%-1.4%0.743%
7/20/2024Raymond James Financial Services Advisors Inc.728,558$31.77M0.0%-11.5%6.623%
7/18/2024Oak Harbor Wealth Partners LLC21,021$917K0.3%+1.2%0.191%
7/17/2024 Capital 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%
4/26/2024 Pinnacle Associates Ltd.9,040$409K0.0%-19.3%0.083%
4/26/2024 Schmidt P J Investment Management Inc.20,436$924K0.2%+12.2%0.187%
4/26/2024 Sprinkle Financial Consultants LLC90,261$4.08M3.5%+123.5%0.824%
4/25/2024 Cambridge 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%
4/23/2024Oak 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%
4/23/2024Raymond 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%
4/12/2024 Capital Advisors Wealth Management LLC423,565$19.15M4.0%-22.3%3.911%
4/10/2024LexAurum 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%
2/12/2024 Sprinkle 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%
2/9/2024 Cambridge 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%
2/6/2024 N.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%
2/2/2024Atria Wealth Solutions Inc.18,688$823K0.0%-7.0%0.185%
2/1/2024 Criterion Capital Advisors LLC805$35K0.0%N/A0.008%
1/31/2024Family Capital Management Inc.36,137$1.59M1.1%+21.6%0.358%
1/29/2024 Schmidt P J Investment Management Inc.18,218$784K0.2%+12.3%0.180%
1/29/2024 Hartford 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%
1/23/2024 DAVENPORT & Co LLC76,077$3.35M0.0%+2.9%0.753%
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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%
1/16/2024Raymond 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%
1/12/2024 Mutual 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%
1/11/2024LexAurum 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%
1/9/2024 Daymark Wealth Partners LLC4,757$210K0.0%-14.7%0.047%
(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, 84 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 ($58.21M), Raymond James Financial Services Advisors Inc. ($31.77M), Raymond James & Associates ($27.10M), LPL Financial LLC ($27.10M), Teamwork Financial Advisors LLC ($16M), Systelligence LLC ($11.91M), and Gerber Kawasaki Wealth & Investment Management ($11.84M).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 78 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: Koss Olinger Consulting LLC ($1.65M), Raymond James Financial Services Advisors Inc. ($797.92K), Raymond James & Associates ($572.65K), Capital Advisors Wealth Management LLC ($396.48K), Goldstein Advisors LLC ($354.79K), LPL Financial LLC ($345.07K), and Gerber Kawasaki Wealth & Investment Management ($305.68K).

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

Institutional investors have bought a total of 6,370,023 shares in the last 24 months. This purchase volume represents approximately $263.42M in transactions.

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

Of the 37 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. ($567.73K), Capital Advisors Wealth Management LLC ($305.18K), Choice Wealth Advisors LLC ($184.70K), Goldstein Advisors LLC ($150.93K), Mutual Advisors LLC ($65.53K), 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 1,587,050 shares in the last 24 months. This volume of shares sold represents approximately $68.94M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 11/2/2024 by MarketBeat.com Staff
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