JPM Diversified RT Small CapJPSEETF
13F holders, Q1 2025 (March 31)102holders
9new positions
6sold out
1famous investor
$43.60avg. 13F price*
At the end of Q1 2025, 102 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, unchanged from Q4 2024. 9 opened new positions and 6 sold out. The largest holders were Raymond James Financial Inc. ($57.6M), Koss-Olinger Consulting, LLC ($55.3M) and LPL Financial LLC ($28.2M). 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 (Q1 2025)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 6 | $933K |
All 13F filers, Q4 2024 → Q1 2025: 429,237 shares bought and 273,334 shares sold, net +155,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Raymond James Financial Inc. | 0.02% | Reduce -5.2% | 1,322,004 | $57.6M |
| Koss-Olinger Consulting, LLC | 4.66% | Add +2.4% | 1,268,046 | $55.3M |
| LPL Financial LLC | 0.01% | Add +5.0% | 645,954 | $28.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 564,189 | $24.6M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 461,206 | $20.1M |
| Capital Advisors Wealth Management, LLC | 3.46% | Add +17.2% | 449,072 | $19.6M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 281,272 | $12.3M |
| Goldstein Advisors, LLC | 1.55% | Add +6.0% | 242,632 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +9.4% | 213,857 | $9.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.36% | Add +4.6% | 185,657 | $8.1M |
| Appleton Partners Inc. | 0.61% | Add +3.0% | 182,293 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.4% | 163,771 | $7.1M |
| Hartford Financial Management Inc. | 1.44% | Reduce -0.9% | 159,518 | $7.0M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -3.8% | 157,499 | $6.9M |
| Keystone Financial Services, LLC | 5.28% | Add +14.9% | 143,175 | $6.2M |
| Financial Advocates Investment Management | 0.43% | Add +0.3% | 140,620 | $6.1M |
| Sprinkle Financial Consultants LLC | 3.67% | Add +23.7% | 132,558 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.3% | 126,946 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 125,761 | $5.5M |
| Ipsen Advisor Group LLC | 4.01% | Add +3.4% | 106,947 | $4.7M |
| DAVENPORT & Co LLC | 0.03% | Add +3.2% | 100,610 | $4.4M |
| Kingsview Wealth Management, LLC | 0.07% | Add +60.5% | 85,899 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +6.1% | 75,267 | $3.3M |
| First Pacific Financial | 0.64% | Reduce -10.6% | 72,104 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +4.3% | 64,618 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 52,505 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -62.5% | 51,130 | $2.2M |
| Family Capital Management, Inc. | 1.29% | Add +5.4% | 47,924 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 47,377 | $2.1M |
| Citadel Advisors | 0.00% | New | 39,576 | $1.7M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.80% | Add +24.9% | 39,181 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +100.4% | 38,423 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +9.6% | 32,688 | $1.4M |
| Fifth Third Securities, Inc. | 0.11% | Add +9.5% | 29,742 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +76.3% | 28,455 | $1.2M |
| KWB Wealth | 0.14% | Reduce -3.1% | 25,659 | $1.2M |
| LexAurum Advisors, LLC | 0.23% | Add +2.5% | 27,405 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -4.5% | 27,094 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 26,172 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 23,260 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.18% | Add +1.6% | 22,798 | $994K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.9% | 22,400 | $976K |
| LWM Advisory Services, LLC | 0.66% | Reduce -3.0% | 21,873 | $953K |
| Teamwork Financial Advisors, LLC | 0.12% | Reduce -64.6% | 20,487 | $893K |
| GTS Securities LLC | 0.04% | Reduce -0.9% | 18,972 | $827K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.6% | 18,399 | $802K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.5% | 16,980 | $740K |
| Interactive Financial Advisors, Inc. | 0.38% | Reduce -0.9% | 16,662 | $726K |
| Gallacher Capital Management LLC | 0.35% | Reduce -0.3% | 16,301 | $711K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.3% | 14,855 | $648K |
| Redwood Financial Network Corp | 0.48% | Reduce -2.2% | 14,537 | $634K |
| Independent Financial Group, LLC | 0.02% | No change | 13,513 | $589K |
| Cordgrass Capital Advisors, LLC | 0.15% | Reduce -16.1% | 12,271 | $535K |
| ZEGA Investments, LLC | 0.15% | Reduce -27.5% | 11,447 | $499K |
| Nottingham Advisors, Inc. | 0.07% | No change | 11,034 | $481K |
| N.E.W. Advisory Services LLC | 0.03% | Add +100.4% | 9,987 | $435K |
| Mendel Money Management | 0.20% | Add +8.4% | 9,470 | $413K |
| KPP Advisory Services LLC | 0.08% | Reduce -2.5% | 9,321 | $406K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 8,859 | $386K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,859 | $386K |
| Focus Partners Wealth | 0.00% | Reduce -5.0% | 8,559 | $373K |
| Stephens Inc. | 0.01% | Add +0.2% | 8,081 | $352K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 7,757 | $338K |
| Beck Bode, LLC | 0.06% | Reduce -21.8% | 7,435 | $324K |
| Aviance Capital Partners, LLC | 0.04% | New | 7,113 | $310K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.2% | 7,099 | $309K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -12.0% | 6,986 | $305K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -60.3% | 6,764 | $294K |
| Centerpoint Advisory Group | 0.28% | Reduce -1.2% | 6,550 | $286K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,391 | $279K |
| Mariner, LLC | 0.00% | Add +8.4% | 5,844 | $255K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.2% | 5,514 | $240K |
| Intrua Financial, LLC | 0.04% | Reduce -0.1% | 5,498 | $240K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 4,873 | $212K |
| Choice Wealth Advisors LLC | 0.10% | No change | 4,618 | $201K |
| Everhart Financial Group, Inc. | 0.03% | New | 4,611 | $201K |
| Albion Financial Group | 0.01% | Add +91.0% | 3,004 | $131K |
| Cwm, LLC | 0.00% | New | 2,108 | $92K |
| FMR LLC | 0.00% | Add +4.8% | 1,303 | $57K |
| US Bancorp \de | 0.00% | Reduce -18.6% | 1,175 | $51K |
| Private Trust Co. NA | 0.00% | Reduce -2.3% | 1,101 | $48K |
| Wayfinding Financial, LLC | 0.01% | New | 620 | $27K |
| UBS Group AG | 0.00% | No change | 436 | $19K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 422 | $18K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 416 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 368 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 282 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 273 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 232 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 226 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.6% | 194 | $8K |
| Signaturefd, LLC | 0.00% | No change | 130 | $6K |
| Rossby Financial, LCC | 0.00% | New | 82 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -73.7% | 54 | $2K |
| Comerica Bank | 0.00% | No change | 50 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -48.3% | 46 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +50.0% | 3 | $132 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $44 |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 11 | $0 |
| 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.