JPM Diversified RT Small CapJPSEETF
13F holders, Q3 2025 (September 30)102holders
11new positions
10sold out
$49.09avg. 13F price*
At the end of Q3 2025, 102 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, unchanged from Q2 2025. 11 opened new positions and 10 sold out. The largest holders were Koss-Olinger Consulting, LLC ($56.4M), LPL Financial LLC ($42.9M) and Raymond James Financial Inc. ($38.3M).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $11.7M |
| Exits | 10 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 430,898 shares bought and 570,858 shares sold, net −139,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Koss-Olinger Consulting, LLC | 4.66% | Reduce -0.7% | 1,240,196 | $56.4M |
| LPL Financial LLC | 0.01% | Add +3.5% | 861,259 | $42.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 768,099 | $38.3M |
| Bank of America Corp. | 0.00% | Add +1.0% | 577,634 | $28.8M |
| Hartford Financial Management Inc. | 4.23% | Add +1.8% | 320,994 | $16.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 301,851 | $15.0M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 263,208 | $13.1M |
| Goldstein Advisors, LLC | 1.43% | Reduce -2.6% | 236,319 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +61.6% | 196,437 | $9.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.33% | Add +2.2% | 193,075 | $9.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.2% | 192,642 | $9.6M |
| Appleton Partners Inc. | 0.62% | Add +1.7% | 185,256 | $9.2M |
| Tocqueville Asset Management L.P. | 0.11% | Add +0.6% | 156,919 | $7.8M |
| Keystone Financial Services, LLC | 5.36% | Add +2.1% | 153,875 | $7.7M |
| Sprinkle Financial Consultants LLC | 3.71% | Add +5.5% | 133,546 | $6.7M |
| Ipsen Advisor Group LLC | 4.02% | Add +1.1% | 112,303 | $5.6M |
| Truist Financial Corp. | 0.01% | New | 108,088 | $5.4M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.1% | 108,057 | $5.4M |
| Capital Advisors Wealth Management, LLC | 0.68% | Add +4.8% | 95,367 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +11.1% | 91,231 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -20.5% | 83,355 | $4.2M |
| First Pacific Financial | 0.49% | Reduce -2.7% | 71,496 | $3.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -3.5% | 59,281 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -74.2% | 57,508 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 53,168 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +1.1% | 51,599 | $2.6M |
| Family Capital Management, Inc. | 1.22% | Add +2.0% | 51,361 | $2.6M |
| LexAurum Advisors, LLC | 0.35% | Add +8.1% | 49,258 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -40.8% | 42,022 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +74.1% | 41,196 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | New | 41,072 | $2.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.88% | Reduce -0.7% | 40,848 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 34,637 | $1.7M |
| Western Wealth Management, LLC | 0.09% | New | 34,631 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -4.5% | 32,301 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +95.0% | 31,560 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.2% | 28,139 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -4.8% | 27,446 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 26,014 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.7% | 24,686 | $1.2M |
| KWB Wealth | 0.13% | Add +0.2% | 26,682 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.19% | Reduce -2.7% | 23,051 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 22,755 | $1.1M |
| LWM Advisory Services, LLC | 0.66% | Add +2.9% | 22,606 | $1.1M |
| Cordgrass Capital Advisors, LLC | 0.24% | Add +0.0% | 19,376 | $965K |
| GTS Securities LLC | 0.04% | Add +0.8% | 19,122 | $952K |
| Ameriprise Financial Inc. | 0.00% | Reduce -85.7% | 18,735 | $933K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.1% | 16,254 | $810K |
| MML Investors Services, LLC | 0.00% | Reduce -60.6% | 14,260 | $710K |
| Gallacher Capital Management LLC | 0.27% | Reduce -14.5% | 13,662 | $681K |
| Interactive Financial Advisors, Inc. | 0.37% | Reduce -17.6% | 13,599 | $677K |
| Independent Financial Group, LLC | 0.02% | Reduce -9.9% | 13,321 | $664K |
| Compass Capital Management, Inc. | 0.03% | New | 12,170 | $606K |
| Redwood Financial Network Corp | 0.38% | Reduce -14.1% | 12,136 | $604K |
| Nottingham Advisors, Inc. | 0.08% | No change | 11,034 | $550K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 9,612 | $479K |
| KPP Advisory Services LLC | 0.07% | No change | 8,961 | $446K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 8,859 | $441K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,859 | $441K |
| Stephens Inc. | 0.01% | Add +0.4% | 8,147 | $406K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 7,519 | $375K |
| Focus Partners Wealth | 0.00% | Reduce -1.6% | 7,515 | $374K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,113 | $354K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.2% | 6,699 | $334K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 6,080 | $302K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -33.4% | 5,911 | $294K |
| Mariner, LLC | 0.00% | Reduce -9.7% | 5,678 | $283K |
| Intrua Financial, LLC | 0.03% | No change | 5,498 | $274K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.4% | 5,467 | $272K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.1% | 5,378 | $268K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -16.1% | 5,252 | $261K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -48.6% | 5,098 | $254K |
| Beck Bode, LLC | 0.04% | Reduce -14.7% | 4,352 | $217K |
| Financial Advocates Investment Management | 0.12% | Reduce -95.5% | 4,314 | $215K |
| HBK Sorce Advisory LLC | 0.01% | New | 4,069 | $205K |
| Farther Finance Advisors, LLC | 0.00% | Add +97066.7% | 2,915 | $145K |
| Albion Financial Group | 0.00% | No change | 1,573 | $78K |
| FMR LLC | 0.00% | Add +16.2% | 1,215 | $61K |
| US Bancorp \de | 0.00% | No change | 1,175 | $59K |
| Cwm, LLC | 0.00% | Reduce -38.6% | 757 | $38K |
| Private Trust Co. NA | 0.00% | Reduce -37.8% | 685 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +211.9% | 627 | $31K |
| Horizon Investments, LLC | 0.00% | New | 486 | $24K |
| UBS Group AG | 0.00% | No change | 436 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 419 | $21K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 414 | $21K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.3% | 350 | $17K |
| AE Wealth Management LLC | 0.00% | Add +34.5% | 312 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 276 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | New | 264 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.7% | 236 | $12K |
| Signaturefd, LLC | 0.00% | No change | 130 | $6K |
| Rossby Financial, LCC | 0.00% | Add +15.6% | 111 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 93 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 71 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 65 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 13 | $646 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 3 | $152 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $50 |
| 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.