JPM Diversified RT Small CapJPSEETF
13F holders, Q3 2024 (September 30)97holders +1
7new positions
4sold out
1famous investor
$48.01avg. 13F price*
At the end of Q3 2024, 97 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 4 sold out. The largest holders were Koss-Olinger Consulting, LLC ($58.2M), Raymond James Financial Services Advisors, Inc. ($37.5M) and Raymond James & Associates ($27.1M). 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 (Q3 2024)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 4 | $771K |
All 13F filers, Q2 2024 → Q3 2024: 788,309 shares bought and 390,416 shares sold, net +397,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| Koss-Olinger Consulting, LLC | 5.05% | Add +1.3% | 1,211,892 | $58.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +7.2% | 780,718 | $37.5M |
| Raymond James & Associates | 0.02% | Add +1239.5% | 564,297 | $27.1M |
| LPL Financial LLC | 0.01% | Reduce -13.7% | 553,045 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 485,046 | $23.3M |
| Royal Bank of Canada | 0.01% | Reduce -9.0% | 480,392 | $23.1M |
| Teamwork Financial Advisors, LLC | 2.22% | Add +13.9% | 333,125 | $16.0M |
| Morgan Stanley | 0.00% | Add +0.8% | 258,484 | $12.4M |
| Capital Advisors Wealth Management, LLC | 2.14% | Add +0.8% | 241,626 | $11.6M |
| Goldstein Advisors, LLC | 1.61% | Add +7.5% | 220,057 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 190,829 | $9.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.39% | Add +0.3% | 177,764 | $8.5M |
| Appleton Partners Inc. | 0.63% | Add +0.5% | 177,701 | $8.5M |
| Tocqueville Asset Management L.P. | 0.13% | Reduce -2.0% | 166,857 | $8.0M |
| Hartford Financial Management Inc. | 1.59% | Add +0.2% | 161,943 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 155,743 | $7.5M |
| Financial Advocates Investment Management | 0.42% | Add +1.1% | 154,909 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.9% | 142,704 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 138,633 | $6.7M |
| Sprinkle Financial Consultants LLC | 3.42% | Add +6.3% | 99,387 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +5.2% | 92,515 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.2% | 84,673 | $4.1M |
| First Pacific Financial | 0.91% | Reduce -0.6% | 81,279 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.4% | 65,140 | $3.1M |
| Kingsview Wealth Management, LLC | 0.05% | Add +5.9% | 52,973 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.6% | 47,282 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +30.1% | 46,423 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +260.5% | 43,326 | $2.1M |
| Family Capital Management, Inc. | 1.30% | Add +2.5% | 42,084 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -5.3% | 29,488 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.9% | 27,856 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -48.2% | 26,910 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.4% | 26,201 | $1.2M |
| LexAurum Advisors, LLC | 0.28% | Add +2.0% | 25,904 | $1.2M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -1.4% | 24,923 | $1.2M |
| Zega Financial, LLC | 0.39% | Add +44.9% | 24,896 | $1.2M |
| KWB Wealth | 0.15% | Add +12.6% | 26,460 | $1.2M |
| Cordgrass Capital Advisors, LLC | 0.32% | Add +8.7% | 22,854 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.18% | Add +4.5% | 21,965 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.7% | 21,451 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +51.7% | 21,418 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.1% | 20,643 | $991K |
| LWM Advisory Services, LLC | 0.72% | Reduce -7.2% | 20,271 | $974K |
| GTS Securities LLC | 0.02% | Reduce -1.8% | 19,144 | $919K |
| JPMorgan Chase & Co. | 0.00% | Add +10.0% | 17,580 | $844K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -2.4% | 16,997 | $816K |
| Gallacher Capital Management LLC | 0.37% | Reduce -1.5% | 16,965 | $815K |
| Interactive Financial Advisors, Inc. | 0.41% | Add +0.2% | 16,629 | $799K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.1% | 15,779 | $758K |
| Redwood Financial Network Corp | 0.56% | Add +0.0% | 14,865 | $714K |
| Beck Bode, LLC | 0.13% | Reduce -31.3% | 14,523 | $698K |
| Hill Island Financial LLC | 0.21% | Add +0.2% | 14,285 | $686K |
| Citadel Advisors | 0.00% | Reduce -64.9% | 14,090 | $677K |
| Boston Mountain Money Management Inc. | 0.39% | No change | 13,866 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.1% | 13,560 | $651K |
| Independent Financial Group, LLC | 0.02% | Add +3.3% | 13,420 | $645K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.3% | 11,532 | $554K |
| Nottingham Advisors, Inc. | 0.06% | New | 11,034 | $530K |
| Pinnacle Associates Ltd. | 0.01% | Add +26.5% | 11,205 | $494K |
| Jane Street Group, LLC | 0.00% | Reduce -57.8% | 10,022 | $481K |
| KPP Advisory Services LLC | 0.11% | Reduce -6.8% | 9,683 | $465K |
| Focus Partners Wealth | 0.00% | New | 8,860 | $426K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 8,859 | $425K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,317 | $423K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.9% | 8,391 | $403K |
| Stephens Inc. | 0.01% | Add +1.4% | 8,089 | $389K |
| Mendel Money Management | 0.17% | Reduce -21.8% | 8,013 | $385K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 6,915 | $332K |
| Intrua Financial, LLC | 0.04% | No change | 5,506 | $264K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -14.6% | 5,335 | $256K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.2% | 5,296 | $255K |
| Choice Wealth Advisors LLC | 0.11% | Reduce -11.8% | 4,618 | $222K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,430 | $213K |
| Aspire Wealth Management Corp | 0.08% | Reduce -6.5% | 2,932 | $141K |
| US Bancorp \de | 0.00% | No change | 2,211 | $106K |
| Albion Financial Group | 0.01% | Reduce -47.6% | 1,573 | $76K |
| Private Trust Co. NA | 0.01% | Add +50.2% | 1,263 | $61K |
| FMR LLC | 0.00% | Reduce -8.6% | 1,143 | $55K |
| Salem Investment Counselors Inc. | 0.00% | No change | 800 | $38K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 805 | $35K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 408 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 406 | $20K |
| Bell Investment Advisors, Inc | 0.00% | No change | 368 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 282 | $14K |
| Farther Finance Advisors, LLC | 0.00% | No change | 191 | $9K |
| Transcendent Capital Group LLC | 0.00% | New | 126 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 80 | $4K |
| Parallel Advisors, LLC | 0.00% | New | 70 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 54 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 51 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 43 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 40 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $2K |
| Family Asset Management, LLC | 0.00% | No change | 6 | $288 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $48 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.1% | 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.