JPM Diversified RT Small CapJPSEETF
13F holders, Q2 2025 (June 30)102holders
5new positions
7sold out
1famous investor
$45.48avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, unchanged from Q1 2025. 5 opened new positions and 7 sold out. The largest holders were Koss-Olinger Consulting, LLC ($56.8M), LPL Financial LLC ($37.9M) and Raymond James Financial Inc. ($36.2M). 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 (Q2 2025)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.0M |
| Exits | 7 | $942K |
All 13F filers, Q1 2025 → Q2 2025: 556,600 shares bought and 1,255,177 shares sold, net −698,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Koss-Olinger Consulting, LLC | 4.66% | Reduce -1.5% | 1,248,672 | $56.8M |
| LPL Financial LLC | 0.01% | Add +28.9% | 832,355 | $37.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -39.8% | 796,316 | $36.2M |
| Bank of America Corp. | 0.00% | Add +1.4% | 571,912 | $26.0M |
| Royal Bank of Canada | 0.00% | Reduce -31.3% | 316,645 | $14.4M |
| Hartford Financial Management Inc. | 3.92% | Add +97.7% | 315,333 | $14.3M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 263,455 | $12.0M |
| Goldstein Advisors, LLC | 1.48% | Add +0.0% | 242,683 | $11.0M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 223,080 | $10.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.2% | 190,340 | $8.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.33% | Add +1.8% | 188,962 | $8.6M |
| Appleton Partners Inc. | 0.59% | Reduce -0.1% | 182,143 | $8.3M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -0.9% | 156,068 | $7.1M |
| Keystone Financial Services, LLC | 5.21% | Add +5.3% | 150,714 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 130,614 | $5.9M |
| Sprinkle Financial Consultants LLC | 3.52% | Reduce -4.5% | 126,612 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.2% | 121,567 | $5.5M |
| Ipsen Advisor Group LLC | 3.85% | Add +3.9% | 111,067 | $5.1M |
| DAVENPORT & Co LLC | 0.03% | Add +7.5% | 108,166 | $4.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +22.1% | 104,901 | $4.8M |
| Financial Advocates Investment Management | 0.35% | Reduce -32.4% | 95,024 | $4.3M |
| Capital Advisors Wealth Management, LLC | 0.65% | Reduce -79.7% | 90,974 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 82,138 | $3.7M |
| First Pacific Financial | 0.49% | Add +1.9% | 73,466 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +35.1% | 70,919 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -4.9% | 61,460 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 53,301 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +7.8% | 51,050 | $2.3M |
| Family Capital Management, Inc. | 1.20% | Add +5.0% | 50,328 | $2.3M |
| LexAurum Advisors, LLC | 0.33% | Add +66.2% | 45,552 | $2.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.83% | Add +5.0% | 41,146 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +10.7% | 36,179 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.5% | 34,391 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +13.7% | 33,819 | $1.5M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +6.4% | 28,835 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.3% | 27,229 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 26,460 | $1.2M |
| KWB Wealth | 0.14% | Add +3.8% | 26,623 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.19% | Add +3.9% | 23,697 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 23,663 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.8% | 22,601 | $1.0M |
| LWM Advisory Services, LLC | 0.69% | Add +0.5% | 21,972 | $1000K |
| Cordgrass Capital Advisors, LLC | 0.24% | Add +57.9% | 19,370 | $881K |
| GTS Securities LLC | 0.04% | No change | 18,972 | $863K |
| Interactive Financial Advisors, Inc. | 0.37% | Reduce -0.9% | 16,507 | $751K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 16,188 | $736K |
| Gallacher Capital Management LLC | 0.34% | Reduce -2.0% | 15,973 | $727K |
| Independent Financial Group, LLC | 0.02% | Add +9.4% | 14,788 | $673K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.1% | 14,241 | $648K |
| Redwood Financial Network Corp | 0.43% | Reduce -2.8% | 14,131 | $643K |
| Citadel Advisors | 0.00% | Reduce -70.2% | 11,810 | $537K |
| Nottingham Advisors, Inc. | 0.07% | No change | 11,034 | $502K |
| Mendel Money Management | 0.20% | Add +5.2% | 9,961 | $453K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -46.0% | 9,926 | $452K |
| HighTower Advisors, LLC | 0.00% | Add +99.8% | 9,737 | $443K |
| KPP Advisory Services LLC | 0.07% | Reduce -3.9% | 8,961 | $408K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -40.3% | 8,876 | $404K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 8,859 | $403K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,859 | $403K |
| Stephens Inc. | 0.01% | Add +0.4% | 8,112 | $369K |
| Focus Partners Wealth | 0.00% | Reduce -10.8% | 7,635 | $347K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.1% | 7,441 | $339K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,113 | $324K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -4.5% | 6,781 | $308K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 6,202 | $291K |
| Mariner, LLC | 0.00% | Add +7.6% | 6,286 | $286K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -7.4% | 6,263 | $284K |
| Centerpoint Advisory Group | 0.23% | Reduce -10.4% | 5,866 | $267K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -17.2% | 5,787 | $263K |
| Intrua Financial, LLC | 0.04% | No change | 5,498 | $250K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.3% | 5,444 | $248K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -74.4% | 5,253 | $239K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -77.1% | 5,133 | $233K |
| Beck Bode, LLC | 0.04% | Reduce -31.4% | 5,103 | $232K |
| Albion Financial Group | 0.00% | Reduce -47.6% | 1,573 | $72K |
| Cwm, LLC | 0.00% | Reduce -41.5% | 1,234 | $56K |
| US Bancorp \de | 0.00% | No change | 1,175 | $53K |
| Private Trust Co. NA | 0.00% | No change | 1,101 | $50K |
| FMR LLC | 0.00% | Reduce -19.7% | 1,046 | $48K |
| Ameriflex Group, Inc. | 0.02% | New | 941 | $43K |
| UBS Group AG | 0.00% | No change | 436 | $20K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 417 | $19K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 413 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -96.5% | 349 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +22.1% | 276 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -31.3% | 253 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 232 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +337.0% | 201 | $9K |
| Signaturefd, LLC | 0.00% | No change | 130 | $6K |
| Bank of Montreal | 0.00% | New | 111 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -63.5% | 103 | $5K |
| Rossby Financial, LCC | 0.00% | Add +17.1% | 96 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 54 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 23 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 20 | $897 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.5% | 3 | $152 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 3 | $140 |
"% 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.