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

$48.51 +0.82 (+1.72%)
As of 01/21/2025 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)
47
Total
Institutional Inflows
(last 12 months)
$111.19M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$67.24M
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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
1/21/2025LexAurum Advisors LLC26,724$1.25M0.2%+3.2%0.243%
1/21/2025Cornerstone Wealth Management LLC28,359$1.33M0.1%+32.4%0.258%
1/17/2025 Goldstein Advisors LLC228,895$10.71M1.6%+4.0%2.081%
1/17/2025 Teamwork Financial Advisors LLC57,904$2.71M0.4%-82.6%0.526%
1/15/2025 First Pacific Financial80,658$3.78M0.9%-0.8%0.733%
1/15/2025 Capital Advisors Wealth Management LLC383,263$17.94M3.2%+58.6%3.484%
12/26/2024JPMorgan Chase & Co.17,580$844K0.0%+10.0%0.160%
11/25/2024Sanctuary Advisors LLC8,317$423K0.0%N/A0.076%
11/15/2024MML Investors Services LLC29,488$1.42M0.0%-5.3%0.268%
11/15/2024Zega Financial LLC24,896$1.20M0.2%+44.9%0.226%
11/15/2024Jane Street Group LLC10,022$481K0.0%-57.8%0.091%
11/15/2024Stifel Financial Corp190,829$9.17M0.0%+0.3%1.735%
11/15/2024Integrated Wealth Concepts LLC65,140$3.13M0.0%-1.4%0.592%
11/15/2024HighTower Advisors LLC5,296$255K0.0%-16.2%0.048%
11/13/2024Private Trust Co. NA1,263$61K0.0%+50.2%0.011%
11/12/2024Family Capital Management Inc.42,084$2.02M1.3%+2.5%0.383%
11/12/2024Kingsview Wealth Management LLC52,973$2.54M0.1%+5.9%0.482%
11/6/2024KPP Advisory Services LLC9,683$465K0.1%-6.8%0.088%
11/6/2024Oak Harbor Wealth Partners LLC22,854$1.10M0.3%+8.7%0.208%
10/28/2024Hartford Financial Management Inc.161,943$7.78M1.6%+0.2%1.472%
10/25/2024Financial Advocates Investment Management154,909$7.44M0.4%+1.1%1.408%
10/25/2024Pinnacle 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%
10/23/2024Schmidt P J Investment Management Inc.21,965$1.06M0.2%+4.5%0.200%
10/22/2024Sprinkle Financial Consultants LLC99,387$4.77M3.4%+6.3%0.904%
10/21/2024Koss 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%
10/16/2024Nottingham Advisors Inc.11,034$530K0.1%N/A0.100%
10/16/2024Cornerstone 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%
10/1/2024Appleton 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%
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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%
8/6/2024Koss 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%
7/29/2024Schmidt P J Investment Management Inc.21,023$917K0.2%+2.9%0.191%
7/29/2024Financial Advocates Investment Management153,172$6.68M0.4%+29.3%1.392%
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%
7/22/2024Atria 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%
7/20/2024Raymond 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%
7/16/2024Cornerstone Wealth Management LLC14,118$616K0.0%+3.0%0.128%
7/15/2024Fifth 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%
7/2/2024Appleton 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%
4/23/2024Oak 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%
4/1/2024Appleton 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%
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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%
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%
(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), Capital Advisors Wealth Management LLC ($17.94M), 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 74 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 ($1.35M), Raymond James Financial Services Advisors Inc. ($797.92K), Raymond James & Associates ($572.65K), Capital Advisors Wealth Management LLC ($538.12K), Goldstein Advisors LLC ($363.62K), 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 6,036,621 shares in the last 24 months. This purchase volume represents approximately $253.63M in transactions.

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

Of the 39 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), Teamwork Financial Advisors LLC ($275.22K), Choice Wealth Advisors LLC ($184.70K), Goldstein Advisors LLC ($150.93K), 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 1,847,505 shares in the last 24 months. This volume of shares sold represents approximately $81.46M in transactions.


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This page (NYSEARCA:JPSE) was last updated on 1/22/2025 by MarketBeat.com Staff
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