JPM Diversified RT Small CapJPSEETF
13F holders, Q1 2024 (March 31)93holders
$44.77avg. 13F price*
At the end of Q1 2024, 93 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($37.2M), LPL Financial LLC ($35.2M) and Royal Bank of Canada ($25.2M).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2024)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.9M |
| Exits | 7 | $52.0M |
Ownership 93 holders
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -36.5% | 823,028 | $37.2M |
| LPL Financial LLC | 0.02% | Add +4.9% | 778,268 | $35.2M |
| Royal Bank of Canada | 0.01% | Reduce -7.7% | 557,041 | $25.2M |
| Bank of America Corp. | 0.00% | Add +0.9% | 498,436 | $22.5M |
| Capital Advisors Wealth Management, LLC | 3.97% | Reduce -22.3% | 423,565 | $19.1M |
| Ameriprise Financial Inc. | 0.00% | Add +159.7% | 405,253 | $15.4M |
| Morgan Stanley | 0.00% | Add +68.8% | 235,097 | $10.6M |
| Goldstein Advisors, LLC | 1.48% | Add +9.2% | 191,521 | $8.7M |
| Choice Wealth Advisors LLC | 5.18% | Add +2.1% | 189,316 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 183,925 | $8.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.44% | Reduce -1.4% | 180,373 | $8.2M |
| Appleton Partners Inc. | 0.61% | Add +0.7% | 173,199 | $7.8M |
| Tocqueville Asset Management L.P. | 0.12% | Add +28.3% | 168,742 | $7.6M |
| Hartford Financial Management Inc. | 1.55% | Reduce -0.0% | 162,331 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.7% | 126,704 | $5.7M |
| Financial Advocates Investment Management | 0.31% | New | 118,472 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 101,039 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +204.3% | 99,081 | $4.5M |
| Sprinkle Financial Consultants LLC | 3.48% | Add +123.5% | 90,261 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +14.6% | 87,177 | $3.9M |
| First Pacific Financial | 1.05% | Reduce -1.4% | 82,903 | $3.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +10.5% | 74,151 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 53,319 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -23.6% | 47,238 | $2.1M |
| Raymond James & Associates | 0.00% | Add +12.6% | 42,300 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 42,207 | $1.9M |
| Family Capital Management, Inc. | 1.24% | Add +8.8% | 39,305 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +131.2% | 37,280 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +5.9% | 35,576 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +13.5% | 31,662 | $1.4M |
| Personal Cfo Solutions, LLC | 0.22% | Add +7.4% | 31,548 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.7% | 31,093 | $1.4M |
| Lincoln National Corp. | 0.02% | Add +13.9% | 30,725 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 29,796 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -39.4% | 29,037 | $1.3M |
| Beck Bode, LLC | 0.26% | Reduce -13.8% | 28,675 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.2% | 26,557 | $1.2M |
| Stephens Inc. | 0.02% | Add +0.1% | 24,814 | $1.1M |
| LexAurum Advisors, LLC | 0.28% | Add +4.9% | 24,329 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | Add +1.8% | 23,921 | $1.1M |
| KWB Wealth | 0.14% | Add +0.5% | 23,509 | $1.1M |
| LWM Advisory Services, LLC | 0.79% | Add +1.1% | 21,919 | $991K |
| Cordgrass Capital Advisors, LLC | 0.29% | New | 20,771 | $939K |
| Schmidt P J Investment Management Inc. | 0.17% | Add +12.2% | 20,436 | $924K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 19,140 | $865K |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -13.7% | 18,810 | $850K |
| Gallacher Capital Management LLC | 0.42% | Reduce -8.2% | 18,099 | $818K |
| Mutual Advisors, LLC | 0.03% | Reduce -55.5% | 17,681 | $799K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -76.0% | 15,996 | $723K |
| KPP Advisory Services LLC | 0.20% | New | 15,812 | $715K |
| Redwood Financial Network Corp | 0.57% | Reduce -5.0% | 14,572 | $659K |
| Hill Island Financial LLC | 0.21% | Reduce -0.0% | 14,293 | $646K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.7% | 14,054 | $635K |
| Boston Mountain Money Management Inc. | 0.43% | — | 13,866 | $627K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.8% | 13,711 | $620K |
| Independent Financial Group, LLC | 0.03% | No change | 12,998 | $588K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 12,755 | $574K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.4% | 12,611 | $570K |
| Mendel Money Management | 0.21% | Add +4.1% | 10,035 | $454K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +38.3% | 9,535 | $431K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -19.3% | 9,040 | $409K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -19.3% | 9,040 | $409K |
| UBS Group AG | 0.00% | New | 7,814 | $353K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 7,285 | $329K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -67.3% | 6,422 | $290K |
| Mariner, LLC | 0.00% | Reduce -21.2% | 5,694 | $257K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 5,588 | $253K |
| Intrua Financial, LLC | 0.04% | No change | 5,506 | $249K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,764 | $215K |
| US Bancorp \de | 0.00% | No change | 3,504 | $158K |
| Aspire Wealth Management Corp | 0.09% | Reduce -1.9% | 3,136 | $142K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.2% | 1,438 | $65K |
| Private Trust Co. NA | 0.00% | Reduce -38.7% | 841 | $38K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 805 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 800 | $36K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3580.0% | 736 | $33K |
| FMR LLC | 0.00% | Reduce -12.1% | 590 | $27K |
| Farther Finance Advisors, LLC | 0.00% | No change | 430 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -81.4% | 405 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +46.0% | 368 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 205 | $9K |
| Stephens Consulting, LLC | 0.00% | New | 181 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 65 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 56 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 54 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +4.1% | 51 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 43 | $2K |
| WealthShield Partners, LLC | 0.00% | New | 32 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 22 | $1K |
| Family Asset Management, LLC | 0.00% | Reduce -62.5% | 6 | $271 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $38 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $25 |
| Hantz Financial Services, Inc. | 0.00% | No change | 3 | $0 |
"% 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.