JPM Diversified RT Small CapJPSEETF
13F holders, Q4 2025 (December 31)111holders +9
10new positions
5sold out
$50.08avg. 13F price*
At the end of Q4 2025, 111 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 5 sold out. The largest holders were Koss-Olinger Consulting, LLC ($61.8M), LPL Financial LLC ($45.1M) and Raymond James Financial Inc. ($37.5M).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q4 2025)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $18.6M |
| Exits | 5 | $968K |
All 13F filers, Q3 2025 → Q4 2025: 562,553 shares bought and 228,963 shares sold, net +333,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Koss-Olinger Consulting, LLC | 4.79% | Reduce -0.5% | 1,233,487 | $61.8M |
| LPL Financial LLC | 0.01% | Add +4.5% | 900,097 | $45.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.6% | 748,030 | $37.5M |
| Bank of America Corp. | 0.00% | Add +1.3% | 585,271 | $29.3M |
| Hartford Financial Management Inc. | 4.34% | Add +3.9% | 333,388 | $16.7M |
| Aprio Wealth Management, LLC | 0.89% | New | 310,338 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 308,209 | $15.4M |
| Morgan Stanley | 0.00% | Add +10.5% | 290,788 | $14.6M |
| Goldstein Advisors, LLC | 1.30% | Reduce -3.3% | 228,459 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.8% | 207,636 | $10.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Add +1.4% | 195,859 | $9.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 194,854 | $9.8M |
| Appleton Partners Inc. | 0.63% | Add +2.6% | 190,012 | $9.5M |
| Keystone Financial Services, LLC | 5.34% | Add +1.8% | 156,573 | $7.8M |
| Sprinkle Financial Consultants LLC | 3.81% | Add +12.2% | 149,867 | $7.5M |
| Tocqueville Asset Management L.P. | 0.10% | Reduce -10.7% | 140,118 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +15.2% | 124,526 | $6.2M |
| Ipsen Advisor Group LLC | 4.02% | Add +0.7% | 113,028 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 109,475 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.5% | 107,544 | $5.4M |
| Capital Advisors Wealth Management, LLC | 0.65% | Reduce -0.1% | 95,287 | $4.8M |
| First Pacific Financial | 0.47% | Add +0.2% | 71,657 | $3.6M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -16.5% | 69,603 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 59,052 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -3.8% | 57,010 | $2.9M |
| Family Capital Management, Inc. | 1.19% | Add +4.1% | 53,467 | $2.7M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 52,370 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.9% | 46,940 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 42,718 | $2.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.83% | Reduce -0.4% | 40,668 | $2.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -1.0% | 34,296 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Add +4.1% | 33,617 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.4% | 31,685 | $1.6M |
| KWB Wealth | 0.13% | Add +2.4% | 27,329 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.7% | 26,974 | $1.4M |
| Vantus Wealth LLC | 0.99% | — | 26,935 | $1.3M |
| Advyzon Investment Management, LLC | 0.16% | New | 26,878 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 26,101 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -40.4% | 24,469 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.4% | 24,343 | $1.2M |
| LWM Advisory Services, LLC | 0.69% | Add +3.9% | 23,488 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.18% | Reduce -1.6% | 22,678 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.1% | 20,689 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 19,925 | $998K |
| GTS Securities LLC | 0.03% | Add +0.8% | 19,272 | $965K |
| Gallacher Capital Management LLC | 0.31% | Add +17.6% | 16,064 | $804K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.9% | 14,804 | $741K |
| Capital Developers, LLC | 0.63% | — | 13,947 | $698K |
| Cordgrass Capital Advisors, LLC | 0.17% | Reduce -29.1% | 13,734 | $688K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.0% | 13,048 | $653K |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 12,484 | $625K |
| Osaic Holdings, Inc. | 0.00% | Reduce -76.6% | 12,442 | $623K |
| McLaughlin Asset Management, Inc. | 0.55% | — | 12,190 | $610K |
| Compass Capital Management, Inc. | 0.03% | No change | 12,170 | $609K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,890 | $595K |
| Nottingham Advisors, Inc. | 0.08% | No change | 11,034 | $553K |
| Cary Street Partners Financial LLC | 0.01% | New | 10,371 | $519K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 9,586 | $480K |
| Go Invest LLC | 0.15% | — | 9,343 | $468K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +1.2% | 8,965 | $449K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.2% | 8,965 | $449K |
| Miller Global Investments, LLC | 0.41% | — | 8,936 | $447K |
| KPP Advisory Services LLC | 0.06% | Reduce -0.4% | 8,926 | $447K |
| Redwood Financial Network Corp | 0.26% | Reduce -33.6% | 8,061 | $404K |
| Focus Partners Wealth | 0.00% | Add +6.9% | 8,033 | $402K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 7,726 | $387K |
| Titleist Asset Management, LLC | 0.03% | New | 7,121 | $357K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,113 | $356K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -53.9% | 6,272 | $314K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.6% | 6,043 | $312K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -9.9% | 6,034 | $302K |
| Mariner, LLC | 0.00% | Add +2.5% | 5,818 | $291K |
| Stephens Inc. | 0.00% | Reduce -30.9% | 5,629 | $282K |
| ProCore Advisors, LLC | 0.28% | — | 5,520 | $276K |
| Intrua Financial, LLC | 0.03% | No change | 5,498 | $275K |
| Jane Street Group, LLC | 0.00% | Reduce -84.8% | 5,273 | $264K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.1% | 5,258 | $263K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -11.4% | 4,765 | $239K |
| HBK Sorce Advisory LLC | 0.01% | No change | 4,069 | $223K |
| Beck Bode, LLC | 0.04% | Reduce -0.2% | 4,344 | $218K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.6% | 3,998 | $200K |
| N.E.W. Advisory Services LLC | 0.01% | Add +714.9% | 2,852 | $143K |
| Albion Financial Group | 0.00% | No change | 1,573 | $79K |
| Caldwell Trust Co | 0.01% | New | 1,301 | $65K |
| Horizon Investments, LLC | 0.00% | Add +165.4% | 1,290 | $65K |
| Private Wealth Management Group, LLC | 0.02% | New | 1,253 | $63K |
| FMR LLC | 0.00% | Add +1.1% | 1,228 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -65.9% | 993 | $50K |
| SageView Advisory Group, LLC | 0.00% | New | 728 | $36K |
| Private Trust Co. NA | 0.00% | No change | 685 | $34K |
| Lodestone Wealth Management LLC | 0.01% | New | 658 | $33K |
| Cwm, LLC | 0.00% | Reduce -30.6% | 525 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.5% | 461 | $23K |
| UBS Group AG | 0.00% | No change | 436 | $22K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 417 | $21K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.4% | 413 | $21K |
| AE Wealth Management LLC | 0.00% | Reduce -4.8% | 297 | $15K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.1% | 217 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +164.8% | 188 | $9K |
| Signaturefd, LLC | 0.00% | No change | 130 | $7K |
| Rossby Financial, LCC | 0.00% | Add +12.6% | 125 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +746.1% | 110 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 93 | $5K |
| US Bancorp \de | 0.00% | Reduce -93.9% | 72 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.7% | 60 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 32 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 3 | $153 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $50 |
| Wells Fargo & Company | 0.00% | New | 1 | $34 |
| 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.