JPM Diversified RT Small CapJPSEETF
13F holders, Q2 2024 (June 30)96holders +3
8new positions
6sold out
1famous investor
$44.40avg. 13F price*
At the end of Q2 2024, 96 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 3 from Q1 2024. 8 opened new positions and 6 sold out. The largest holders were Koss-Olinger Consulting, LLC ($52.2M), Raymond James Financial Services Advisors, Inc. ($31.8M) and LPL Financial LLC ($28.0M). 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 2024)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $69.5M |
| Exits | 6 | $4.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,855,886 shares bought and 1,064,337 shares sold, net +791,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Koss-Olinger Consulting, LLC | 4.82% | New | 1,196,351 | $52.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -11.5% | 728,558 | $31.8M |
| LPL Financial LLC | 0.01% | Reduce -17.6% | 641,076 | $28.0M |
| Royal Bank of Canada | 0.01% | Reduce -5.2% | 527,905 | $23.0M |
| Bank of America Corp. | 0.00% | Add +0.5% | 501,123 | $21.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.8% | 167,143 | $13.3M |
| Teamwork Financial Advisors, LLC | 1.89% | New | 292,371 | $12.7M |
| Morgan Stanley | 0.00% | Add +9.1% | 256,443 | $11.2M |
| Capital Advisors Wealth Management, LLC | 2.07% | Reduce -43.4% | 239,778 | $10.5M |
| Goldstein Advisors, LLC | 1.49% | Add +6.8% | 204,629 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +3.5% | 190,288 | $8.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.39% | Reduce -1.8% | 177,202 | $7.7M |
| Appleton Partners Inc. | 0.59% | Add +2.1% | 176,859 | $7.7M |
| Tocqueville Asset Management L.P. | 0.12% | Add +0.9% | 170,239 | $7.4M |
| Hartford Financial Management Inc. | 1.51% | Reduce -0.5% | 161,607 | $7.0M |
| Financial Advocates Investment Management | 0.42% | Add +29.3% | 153,172 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.6% | 134,311 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +31.3% | 132,697 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.4% | 130,986 | $5.7M |
| Sprinkle Financial Consultants LLC | 3.21% | Add +3.6% | 93,503 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +136.3% | 88,084 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Add +0.8% | 87,918 | $3.8M |
| First Pacific Financial | 0.92% | Reduce -1.4% | 81,745 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -10.9% | 66,074 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.0% | 51,969 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.1% | 50,078 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +40.6% | 50,035 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -0.4% | 42,129 | $1.8M |
| Family Capital Management, Inc. | 1.22% | Add +4.5% | 41,054 | $1.8M |
| Citadel Advisors | 0.00% | New | 40,171 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +19.8% | 35,680 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +1.6% | 31,607 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -1.6% | 31,149 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.7% | 25,848 | $1.1M |
| LexAurum Advisors, LLC | 0.27% | Add +4.3% | 25,384 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | Add +5.7% | 25,286 | $1.1M |
| KWB Wealth | 0.15% | No change | 23,509 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 23,759 | $1.0M |
| LWM Advisory Services, LLC | 0.80% | Reduce -0.4% | 21,831 | $952K |
| Beck Bode, LLC | 0.19% | Reduce -26.3% | 21,130 | $921K |
| Schmidt P J Investment Management Inc. | 0.17% | Add +2.9% | 21,023 | $917K |
| Cordgrass Capital Advisors, LLC | 0.29% | Add +1.2% | 21,021 | $917K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.9% | 20,655 | $901K |
| GTS Securities LLC | 0.02% | New | 19,494 | $850K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -7.5% | 17,406 | $758K |
| Gallacher Capital Management LLC | 0.40% | Reduce -4.8% | 17,227 | $751K |
| Zega Financial, LLC | 0.27% | New | 17,182 | $749K |
| Interactive Financial Advisors, Inc. | 0.40% | Add +3.8% | 16,602 | $724K |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 15,978 | $697K |
| Redwood Financial Network Corp | 0.54% | Add +2.0% | 14,863 | $648K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -50.6% | 14,332 | $625K |
| Hill Island Financial LLC | 0.20% | Reduce -0.2% | 14,258 | $622K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +3.0% | 14,118 | $616K |
| Boston Mountain Money Management Inc. | 0.40% | No change | 13,866 | $605K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.6% | 13,571 | $592K |
| Independent Financial Group, LLC | 0.02% | No change | 12,998 | $567K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.1% | 12,185 | $531K |
| Jones Financial Companies LLLP | 0.00% | Add +5762.4% | 12,018 | $524K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +21.3% | 11,562 | $504K |
| KPP Advisory Services LLC | 0.12% | Reduce -34.3% | 10,390 | $453K |
| Mendel Money Management | 0.21% | Add +2.1% | 10,246 | $447K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -2.0% | 8,859 | $386K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.0% | 8,859 | $386K |
| Stephens Inc. | 0.01% | Reduce -67.8% | 7,980 | $348K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +34.2% | 7,499 | $327K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.4% | 6,893 | $301K |
| HighTower Advisors, LLC | 0.00% | Reduce -50.5% | 6,319 | $277K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -2.7% | 6,246 | $272K |
| Intrua Financial, LLC | 0.04% | No change | 5,506 | $240K |
| Choice Wealth Advisors LLC | 0.12% | Reduce -97.2% | 5,237 | $228K |
| Hengehold Capital Management LLC | 0.02% | No change | 4,764 | $208K |
| Aspire Wealth Management Corp | 0.08% | No change | 3,136 | $137K |
| Albion Financial Group | 0.01% | New | 3,004 | $131K |
| US Bancorp \de | 0.00% | Reduce -36.9% | 2,211 | $96K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.1% | 1,468 | $64K |
| FMR LLC | 0.00% | Add +111.9% | 1,250 | $55K |
| Private Trust Co. NA | 0.00% | No change | 841 | $37K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 805 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 800 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | New | 720 | $31K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 406 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -45.0% | 405 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 368 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Add +11333.3% | 343 | $15K |
| Principal Securities, Inc. | 0.00% | Add +403.6% | 282 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.6% | 191 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 80 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 54 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 51 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 43 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 22 | $966 |
| Family Asset Management, LLC | 0.00% | No change | 6 | $262 |
| Wells Fargo & Company | 0.00% | No change | 1 | $60 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $44 |
"% 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.