JPM Diversified RT Small CapJPSEETF
13F holders, Q4 2024 (December 31)102holders +5
7new positions
5sold out
$46.81avg. 13F price*
At the end of Q4 2024, 102 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($65.3M), Koss-Olinger Consulting, LLC ($57.9M) and LPL Financial LLC ($28.8M).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2024)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $522K |
| Exits | 5 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 465,040 shares bought and 435,661 shares sold, net +29,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Raymond James Financial Inc. | 0.02% | — | 1,395,139 | $65.3M |
| Koss-Olinger Consulting, LLC | 5.08% | Add +2.1% | 1,237,906 | $57.9M |
| LPL Financial LLC | 0.01% | Add +11.2% | 615,084 | $28.8M |
| Bank of America Corp. | 0.00% | Add +13.2% | 549,113 | $25.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 451,851 | $21.2M |
| Capital Advisors Wealth Management, LLC | 3.19% | Add +58.6% | 383,263 | $17.9M |
| Morgan Stanley | 0.00% | Add +8.9% | 281,574 | $13.2M |
| Goldstein Advisors, LLC | 1.56% | Add +4.0% | 228,895 | $10.7M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 195,428 | $9.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.36% | Reduce -0.2% | 177,479 | $8.3M |
| Appleton Partners Inc. | 0.61% | Reduce -0.4% | 176,944 | $8.3M |
| Tocqueville Asset Management L.P. | 0.12% | Reduce -1.9% | 163,753 | $7.7M |
| Hartford Financial Management Inc. | 1.54% | Reduce -0.6% | 161,040 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.9% | 149,682 | $7.0M |
| Financial Advocates Investment Management | 0.37% | Reduce -9.5% | 140,254 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +61.1% | 136,428 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 134,086 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.8% | 124,924 | $5.8M |
| Keystone Financial Services, LLC | 5.35% | — | 124,623 | $5.8M |
| Sprinkle Financial Consultants LLC | 3.42% | Add +7.8% | 107,185 | $5.0M |
| Ipsen Advisor Group LLC | 4.14% | — | 103,437 | $4.8M |
| DAVENPORT & Co LLC | 0.03% | Add +5.4% | 97,532 | $4.6M |
| First Pacific Financial | 0.88% | Reduce -0.8% | 80,658 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +63.8% | 70,948 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.9% | 61,925 | $2.9M |
| Teamwork Financial Advisors, LLC | 0.35% | Reduce -82.6% | 57,904 | $2.7M |
| Kingsview Wealth Management, LLC | 0.05% | Add +1.0% | 53,516 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 48,054 | $2.2M |
| Family Capital Management, Inc. | 1.28% | Add +8.1% | 45,479 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 45,044 | $2.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.60% | — | 31,382 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 29,821 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +32.4% | 28,359 | $1.3M |
| KWB Wealth | 0.16% | Add +0.1% | 26,489 | $1.3M |
| Fifth Third Securities, Inc. | 0.11% | Add +8.9% | 27,153 | $1.3M |
| LexAurum Advisors, LLC | 0.25% | Add +3.2% | 26,724 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 25,294 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.4% | 24,791 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.1% | 23,107 | $1.1M |
| LWM Advisory Services, LLC | 0.73% | Add +11.3% | 22,553 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.18% | Add +2.1% | 22,435 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.4% | 21,348 | $999K |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.6% | 19,174 | $898K |
| GTS Securities LLC | 0.04% | No change | 19,144 | $896K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.2% | 17,027 | $797K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.9% | 16,938 | $793K |
| Interactive Financial Advisors, Inc. | 0.41% | Add +1.1% | 16,821 | $787K |
| Gallacher Capital Management LLC | 0.38% | Reduce -3.6% | 16,349 | $765K |
| ZEGA Investments, LLC | 0.22% | — | 15,797 | $757K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 16,139 | $755K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.6% | 15,693 | $735K |
| Redwood Financial Network Corp | 0.52% | Add +0.0% | 14,869 | $696K |
| Cordgrass Capital Advisors, LLC | 0.20% | Reduce -36.0% | 14,621 | $684K |
| Hill Island Financial LLC | 0.20% | Add +0.3% | 14,323 | $670K |
| Independent Financial Group, LLC | 0.02% | Add +0.7% | 13,513 | $633K |
| Nottingham Advisors, Inc. | 0.07% | No change | 11,034 | $516K |
| KPP Advisory Services LLC | 0.11% | Reduce -1.3% | 9,556 | $447K |
| Beck Bode, LLC | 0.08% | Reduce -34.6% | 9,501 | $445K |
| Focus Partners Wealth | 0.00% | Add +1.7% | 9,009 | $422K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 8,859 | $415K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -20.9% | 8,859 | $415K |
| Mendel Money Management | 0.18% | Add +9.1% | 8,738 | $409K |
| Stephens Inc. | 0.01% | Reduce -0.3% | 8,063 | $377K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -31.2% | 7,938 | $372K |
| Prospera Financial Services Inc | 0.01% | Add +12.0% | 7,746 | $363K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.5% | 7,259 | $340K |
| Centerpoint Advisory Group | 0.30% | — | 6,627 | $310K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,582 | $261K |
| Intrua Financial, LLC | 0.04% | No change | 5,506 | $258K |
| Mariner, LLC | 0.00% | New | 5,393 | $252K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -6.6% | 4,983 | $233K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 4,941 | $231K |
| Two Sigma Investments, LP | 0.00% | New | 4,900 | $229K |
| Choice Wealth Advisors LLC | 0.11% | No change | 4,618 | $216K |
| Albion Financial Group | 0.01% | No change | 1,573 | $74K |
| US Bancorp \de | 0.00% | Reduce -34.7% | 1,444 | $68K |
| FMR LLC | 0.00% | Add +8.8% | 1,243 | $58K |
| Private Trust Co. NA | 0.01% | Reduce -10.8% | 1,127 | $53K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 805 | $35K |
| UBS Group AG | 0.00% | New | 436 | $20K |
| IFP Advisors, Inc | 0.00% | Add +3.2% | 421 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 409 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -50.0% | 400 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 368 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 282 | $13K |
| Golden State Wealth Management, LLC | 0.00% | — | 273 | $13K |
| AE Wealth Management LLC | 0.00% | New | 232 | $11K |
| Transcendent Capital Group LLC | 0.01% | Add +80.2% | 227 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +279.6% | 205 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 191 | $9K |
| Signaturefd, LLC | 0.00% | New | 130 | $6K |
| GeoWealth Management, LLC | 0.00% | Add +175.0% | 110 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +107.0% | 89 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 80 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 51 | $2K |
| Comerica Bank | 0.00% | New | 50 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 2 | $94 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $48 |
"% 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.