Free Trial
→ Trump’s Sending THIS Crypto Higher on Purpose (From Crypto 101 Media) (Ad) Free JPSE Stock Alerts

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

$47.09 +0.20 (+0.43%)
(As of 12/20/2024 04:33 PM ET)
Compare

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)
$111.78M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$55.83M
Get JPSE Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Diversified Return U.S. Small Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JPSE Institutional Buying and Selling by Quarter

JPMorgan Diversified Return U.S. Small Cap Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC8,317$423K0.0%N/A0.076%
11/15/2024 MML Investors Services LLC29,488$1.42M0.0%-5.3%0.268%
11/15/2024 Zega Financial LLC24,896$1.20M0.2%+44.9%0.226%
11/15/2024 Jane Street Group LLC10,022$481K0.0%-57.8%0.091%
11/15/2024 Stifel Financial Corp190,829$9.17M0.0%+0.3%1.735%
11/15/2024 Integrated Wealth Concepts LLC65,140$3.13M0.0%-1.4%0.592%
11/15/2024 HighTower Advisors LLC5,296$255K0.0%-16.2%0.048%
11/13/2024 Private Trust Co. NA1,263$61K0.0%+50.2%0.011%
11/12/2024 Family Capital Management Inc.42,084$2.02M1.3%+2.5%0.383%
11/12/2024 Kingsview Wealth Management LLC52,973$2.54M0.1%+5.9%0.482%
11/6/2024 KPP Advisory Services LLC9,683$465K0.1%-6.8%0.088%
11/6/2024 Oak Harbor Wealth Partners LLC22,854$1.10M0.3%+8.7%0.208%
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%
8/27/2024 KPP Advisory Services LLC10,390$453K0.1%-34.3%0.094%
8/22/2024 Cetera Investment Advisers35,680$1.56M0.0%+19.7%0.324%
8/16/2024 NewEdge Advisors LLC31,607$1.38M0.0%+1.7%0.287%
8/16/2024 Northwestern Mutual Wealth Management Co.130,986$5.71M0.0%+3.4%1.191%
8/16/2024 Susquehanna International Group LLP88,084$3.84M0.0%+136.3%0.801%
8/12/2024 Beck Bode LLC21,130$921K0.2%-26.3%0.192%
8/12/2024 Zega Financial LLC17,182$749K0.1%N/A0.156%
8/12/2024 Mercer Global Advisors Inc. ADV25,848$1.13M0.0%-2.7%0.235%
8/8/2024 Envestnet Asset Management Inc.134,311$5.86M0.0%+35.6%1.221%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
8/8/2024 Thoroughbred Financial Services LLC17,406$758K0.1%-7.5%0.158%
8/7/2024 Redwood 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%
8/6/2024 Gallacher Capital Management LLC17,227$751K0.4%-4.8%0.157%
7/31/2024Commonwealth Equity Services LLC50,078$2.18M0.0%-6.1%0.455%
7/29/2024 Nations 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%
7/22/2024 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%
7/20/2024Raymond 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%
7/17/2024 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%
5/22/2024 Beck Bode LLC28,675$1.30M0.3%-13.8%0.261%
5/10/2024 Tocqueville Asset Management L.P.168,742$7.63M0.1%+28.3%1.541%
5/9/2024 Kingsview Wealth Management LLC35,576$1.61M0.0%+5.9%0.325%
5/8/2024 Thoroughbred Financial Services LLC18,810$850K0.1%-13.7%0.172%
5/6/2024 Gallacher Capital Management LLC18,099$818K0.4%-8.2%0.165%
5/2/2024 Mendel 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%
4/23/2024 Oak Harbor Wealth Partners LLC20,771$939K0.3%N/A0.192%
4/23/2024 Nations 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%
2/14/2024 Personal 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%
2/12/2024 Stifel Financial Corp178,673$7.87M0.0%-7.2%1.769%
2/9/2024 Nations 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%
2/9/2024 Thoroughbred Financial Services LLC21,806$960K0.1%+33.0%0.216%
2/8/2024 Kingsview 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%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
2/6/2024 Lincoln National Corp26,980$1.19M0.0%+24.8%0.267%
2/6/2024 Gallacher 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%
2/5/2024 Beck Bode LLC33,270$1.47M0.3%-1.8%0.329%
2/5/2024 LWM 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%
2/1/2024 Criterion Capital Advisors LLC805$35K0.0%N/A0.008%
1/31/2024 Family Capital Management Inc.36,137$1.59M1.1%+21.6%0.358%
1/29/2024 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%
(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 75 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 ($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 5,908,320 shares in the last 24 months. This purchase volume represents approximately $247.37M 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), 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 1,593,521 shares in the last 24 months. This volume of shares sold represents approximately $69.39M in transactions.


Related Companies

This page (NYSEARCA:JPSE) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Biden broke it... Now Trump is going to fix it. Starting with "Exec. Order 001."
Banyan Hill Publishing | Sponsored