JPM Diversified RT Small CapJPSEETF
13F holders, Q2 2026 (June 30)117holders +2
8new positions
6sold out
1famous investor
$60.14avg. 13F price*
At the end of Q2 2026, 117 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 6 sold out. The largest holders were Koss-Olinger Consulting, LLC ($64.7M), LPL Financial LLC ($52.1M) and Raymond James Financial Inc. ($28.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2026)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 6 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 534,572 shares bought and 881,954 shares sold, net −347,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Koss-Olinger Consulting, LLC | 4.98% | Add +4.6% | 1,075,753 | $64.7M |
| LPL Financial LLC | 0.01% | Reduce -4.5% | 866,298 | $52.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -35.6% | 475,290 | $28.6M |
| Bank of America Corp. | 0.00% | Reduce -31.9% | 415,702 | $25.0M |
| Hartford Financial Management Inc. | 4.33% | Reduce -2.1% | 322,294 | $19.4M |
| Morgan Stanley | 0.00% | Add +13.7% | 309,893 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 294,425 | $17.7M |
| Aprio Wealth Management, LLC | 0.77% | Reduce -18.7% | 257,360 | $15.5M |
| Goldstein Advisors, LLC | 1.27% | Add +0.0% | 230,728 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.6% | 219,139 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +25.2% | 194,646 | $11.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | Reduce -0.4% | 189,522 | $11.4M |
| Truist Financial Corp. | 0.01% | Add +35.3% | 182,399 | $11.0M |
| Sprinkle Financial Consultants LLC | 4.24% | Add +2.8% | 179,745 | $10.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +823.5% | 177,474 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.7% | 165,572 | $10.0M |
| Keystone Financial Services, LLC | 5.83% | Add +0.1% | 161,413 | $9.7M |
| Jones Financial Companies LLLP | 0.00% | Add +19.8% | 161,891 | $9.7M |
| Magnolia Capital Advisors LLC | 1.54% | Add +6.7% | 149,258 | $9.0M |
| Financial Solutions Advisory Group, Inc. | 1.10% | Reduce -0.7% | 145,788 | $8.7M |
| Tocqueville Asset Management L.P. | 0.11% | Add +1.0% | 141,751 | $8.5M |
| Ipsen Advisor Group LLC | 4.49% | Add +0.5% | 116,107 | $7.0M |
| DAVENPORT & Co LLC | 0.03% | Reduce -12.2% | 94,588 | $5.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +70.9% | 92,253 | $5.6M |
| Capital Advisors Wealth Management, LLC | 0.64% | Add +0.3% | 91,151 | $5.5M |
| Kingsview Wealth Management, LLC | 0.05% | Add +1.6% | 73,986 | $4.5M |
| First Pacific Financial | 0.51% | Reduce -1.7% | 70,723 | $4.3M |
| Family Capital Management, Inc. | 1.52% | Reduce -0.9% | 65,362 | $3.9M |
| Quantum Financial Partners LLC | 1.73% | — | 56,119 | $3.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 53,531 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +230.9% | 44,845 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 43,455 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.7% | 42,802 | $2.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.00% | Add +1.2% | 41,525 | $2.5M |
| LexAurum Advisors, LLC | 0.25% | Reduce -7.0% | 35,118 | $2.1M |
| Appleton Partners Inc. | 0.13% | Reduce -81.6% | 35,055 | $2.1M |
| Vantus Wealth LLC | 1.11% | — | 34,408 | $2.1M |
| Advyzon Investment Management, LLC | 0.15% | Add +3.4% | 33,839 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.3% | 31,825 | $1.9M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -10.9% | 30,136 | $1.8M |
| KWB Wealth | 0.14% | Add +1.8% | 27,808 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -4.1% | 25,823 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.4% | 23,531 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.18% | Reduce -9.2% | 18,980 | $1.1M |
| GTS Securities LLC | 0.02% | Reduce -0.4% | 18,972 | $1.1M |
| Gallacher Capital Management LLC | 0.51% | Add +11.8% | 15,047 | $905K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 14,285 | $859K |
| Cordgrass Capital Advisors, LLC | 0.30% | Reduce -0.3% | 13,478 | $811K |
| Independent Financial Group, LLC | 0.01% | Add +3.2% | 13,336 | $802K |
| Osaic Holdings, Inc. | 0.00% | Add +44.4% | 13,267 | $798K |
| McLaughlin Asset Management, Inc. | 0.49% | Add +0.0% | 11,863 | $714K |
| Two Sigma Investments, LP | 0.00% | Reduce -69.0% | 11,300 | $680K |
| MML Investors Services, LLC | 0.00% | Add +22.9% | 11,157 | $671K |
| Nottingham Advisors, Inc. | 0.08% | No change | 11,034 | $655K |
| Modern Wealth Management, LLC | 0.01% | Reduce -48.8% | 10,634 | $640K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.9% | 10,554 | $635K |
| Go Invest LLC | 0.15% | Reduce -4.5% | 10,462 | $629K |
| NewEdge Advisors, LLC | 0.00% | Reduce -40.1% | 10,454 | $629K |
| Private Advisor Group, LLC | 0.00% | New | 10,434 | $628K |
| Money Concepts Capital Corp. | 0.03% | Add +127.3% | 9,681 | $582K |
| Compass Capital Management, Inc. | 0.03% | Reduce -24.2% | 9,225 | $555K |
| KPP Advisory Services LLC | 0.07% | No change | 8,926 | $537K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 8,573 | $516K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 8,546 | $514K |
| Miller Global Investments, LLC | 0.42% | Reduce -3.4% | 8,365 | $503K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -11.0% | 7,975 | $480K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -11.0% | 7,975 | $480K |
| Focus Partners Wealth | 0.00% | Reduce -7.4% | 7,440 | $448K |
| Titleist Asset Management, LLC | 0.03% | Reduce -1.1% | 7,391 | $445K |
| Summit Financial, LLC | 0.00% | Reduce -1.5% | 7,359 | $443K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,113 | $428K |
| LWM Advisory Services, LLC | 0.76% | Reduce -31.1% | 7,091 | $427K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.1% | 6,393 | $385K |
| Interactive Financial Advisors, Inc. | 0.22% | Reduce -3.7% | 6,056 | $362K |
| Redwood Financial Network Corp | 0.19% | Reduce -7.7% | 5,816 | $350K |
| Stephens Inc. | 0.00% | Add +0.3% | 5,654 | $340K |
| Intrua Financial, LLC | 0.03% | No change | 5,498 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 5,318 | $317K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 5,263 | $316K |
| Trademark Financial Management, LLC | 0.12% | Add +31.3% | 5,060 | $304K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -3.5% | 4,807 | $289K |
| Creative Planning | 0.00% | Add +0.0% | 4,498 | $271K |
| Harbour Investments, Inc. | 0.00% | No change | 4,452 | $268K |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.4% | 4,383 | $264K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -3.4% | 4,159 | $250K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.4% | 3,705 | $223K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,530 | $212K |
| Citadel Advisors | 0.00% | New | 3,432 | $206K |
| Centerpoint Advisory Group | 0.13% | New | 3,384 | $204K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,370 | $203K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +101500.0% | 3,048 | $149K |
| FMR LLC | 0.00% | Add +6.4% | 2,120 | $128K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,600 | $96K |
| Albion Financial Group | 0.01% | No change | 1,573 | $95K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1,272 | $77K |
| Private Wealth Management Group, LLC | 0.02% | No change | 1,253 | $75K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.1% | 1,170 | $70K |
| Private Trust Co. NA | 0.00% | Reduce -28.6% | 837 | $50K |
| AE Wealth Management LLC | 0.00% | Add +102.3% | 795 | $48K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.3% | 661 | $40K |
"% of holder's portfolio" is JPSE's weight in each manager's 13F, not the share of JPM Diversified RT Small Cap the manager owns.