JPM Diversified RT Small CapJPSEETF
13F holders, Q1 2026 (March 31)115holders +4
11new positions
8sold out
$52.39avg. 13F price*
At the end of Q1 2026, 115 institutions reported holding JPM Diversified RT Small Cap (JPSE) in their 13F filings, up 4 from Q4 2025. 11 opened new positions and 8 sold out. The largest holders were Koss-Olinger Consulting, LLC ($53.9M), LPL Financial LLC ($47.6M) and Raymond James Financial Inc. ($38.7M).
- Company
- JPM Diversified RT Small Cap
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46641Q845
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.6M |
| Exits | 8 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 560,706 shares bought and 491,041 shares sold, net +69,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Koss-Olinger Consulting, LLC | 4.52% | Reduce -16.6% | 1,028,198 | $53.9M |
| LPL Financial LLC | 0.01% | Add +0.8% | 907,121 | $47.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.3% | 738,588 | $38.7M |
| Bank of America Corp. | 0.00% | Add +4.4% | 610,879 | $32.0M |
| Hartford Financial Management Inc. | 4.40% | Reduce -1.3% | 329,105 | $17.3M |
| Aprio Wealth Management, LLC | 0.91% | Add +2.0% | 316,608 | $16.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 299,535 | $15.7M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 272,566 | $14.3M |
| Goldstein Advisors, LLC | 1.34% | Add +1.0% | 230,661 | $12.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 213,561 | $11.2M |
| Appleton Partners Inc. | 0.70% | Add +0.4% | 190,724 | $10.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.32% | Reduce -2.8% | 190,331 | $10.0M |
| Sprinkle Financial Consultants LLC | 4.24% | Add +16.6% | 174,823 | $9.2M |
| Keystone Financial Services, LLC | 5.69% | Add +3.0% | 161,304 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +495.6% | 155,462 | $8.0M |
| Financial Solutions Advisory Group, Inc. | 1.06% | — | 146,873 | $7.7M |
| Tocqueville Asset Management L.P. | 0.11% | Add +0.1% | 140,307 | $7.4M |
| Magnolia Capital Advisors LLC | 1.44% | New | 139,921 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +8.3% | 134,828 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +23.4% | 135,129 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.0% | 128,660 | $6.7M |
| Ipsen Advisor Group LLC | 4.24% | Add +2.3% | 115,584 | $6.1M |
| DAVENPORT & Co LLC | 0.03% | Add +0.2% | 107,752 | $5.6M |
| Capital Advisors Wealth Management, LLC | 0.64% | Reduce -4.6% | 90,927 | $4.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +4.7% | 72,837 | $3.8M |
| First Pacific Financial | 0.49% | Add +0.4% | 71,943 | $3.8M |
| Family Capital Management, Inc. | 1.54% | Add +23.4% | 65,987 | $3.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -5.3% | 53,993 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 53,556 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | New | 52,555 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.2% | 46,367 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 42,088 | $2.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.90% | Add +0.9% | 41,032 | $2.2M |
| LexAurum Advisors, LLC | 0.26% | — | 37,783 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 36,400 | $1.9M |
| Fifth Third Securities, Inc. | 0.11% | Add +0.6% | 33,816 | $1.8M |
| Advyzon Investment Management, LLC | 0.15% | Add +21.8% | 32,723 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +0.2% | 31,736 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.2% | 26,921 | $1.4M |
| KWB Wealth | 0.14% | No change | 27,329 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.7% | 23,210 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.18% | Reduce -7.8% | 20,907 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | New | 20,764 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -21.5% | 19,218 | $1.0M |
| GTS Securities LLC | 0.04% | Reduce -1.2% | 19,041 | $998K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.7% | 17,448 | $915K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.3% | 14,318 | $751K |
| Capital Developers, LLC | 0.64% | Reduce -2.7% | 13,573 | $712K |
| Susquehanna International Group, LLP | 0.00% | Add +75.4% | 13,551 | $710K |
| Cordgrass Capital Advisors, LLC | 0.17% | Reduce -1.6% | 13,516 | $709K |
| Gallacher Capital Management LLC | 0.27% | Reduce -16.2% | 13,457 | $706K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.9% | 12,928 | $678K |
| Compass Capital Management, Inc. | 0.04% | No change | 12,170 | $638K |
| McLaughlin Asset Management, Inc. | 0.59% | Reduce -2.7% | 11,859 | $622K |
| Nottingham Advisors, Inc. | 0.07% | No change | 11,034 | $579K |
| Western Wealth Management, LLC | 0.02% | Reduce -68.0% | 10,985 | $576K |
| Go Invest LLC | 0.16% | Add +17.3% | 10,958 | $575K |
| LWM Advisory Services, LLC | 0.58% | Reduce -56.2% | 10,295 | $540K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.2% | 9,186 | $482K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 9,123 | $478K |
| MML Investors Services, LLC | 0.00% | Reduce -27.3% | 9,075 | $476K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 8,965 | $470K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,965 | $470K |
| KPP Advisory Services LLC | 0.07% | No change | 8,926 | $468K |
| Miller Global Investments, LLC | 0.42% | Reduce -3.1% | 8,655 | $454K |
| Stifel Financial Corp. | 0.00% | Reduce -85.5% | 8,532 | $447K |
| Focus Partners Wealth | 0.00% | No change | 8,033 | $421K |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.7% | 8,024 | $421K |
| Titleist Asset Management, LLC | 0.03% | Add +4.9% | 7,471 | $392K |
| Summit Financial, LLC | 0.01% | New | 7,468 | $392K |
| Aviance Capital Partners, LLC | 0.04% | No change | 7,113 | $373K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.0% | 6,396 | $335K |
| Jane Street Group, LLC | 0.00% | Add +21.1% | 6,387 | $335K |
| Redwood Financial Network Corp | 0.22% | Reduce -21.8% | 6,301 | $330K |
| Interactive Financial Advisors, Inc. | 0.22% | Add +0.2% | 6,287 | $330K |
| Mariner, LLC | 0.00% | Reduce -1.4% | 5,736 | $301K |
| Stephens Inc. | 0.00% | Add +0.2% | 5,638 | $296K |
| Intrua Financial, LLC | 0.03% | No change | 5,498 | $288K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.9% | 5,324 | $282K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.0% | 5,260 | $275K |
| WealthPlan Investment Management, LLC | 0.01% | New | 4,983 | $261K |
| Creative Planning | 0.00% | New | 4,496 | $236K |
| Harbour Investments, Inc. | 0.00% | New | 4,452 | $233K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -9.7% | 4,303 | $226K |
| Money Concepts Capital Corp. | 0.01% | New | 4,260 | $223K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.3% | 4,088 | $214K |
| Trademark Financial Management, LLC | 0.10% | New | 3,853 | $202K |
| Horizon Investments, LLC | 0.00% | Add +97.2% | 2,544 | $133K |
| FMR LLC | 0.00% | Add +62.3% | 1,993 | $104K |
| Albion Financial Group | 0.01% | No change | 1,573 | $82K |
| Caldwell Trust Co | 0.01% | No change | 1,301 | $68K |
| Private Wealth Management Group, LLC | 0.02% | No change | 1,253 | $66K |
| Private Trust Co. NA | 0.01% | Add +71.1% | 1,172 | $61K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -59.0% | 1,169 | $61K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.1% | 659 | $35K |
| Cwm, LLC | 0.00% | Add +13.3% | 595 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -40.8% | 588 | $31K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 418 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.2% | 414 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.7% | 406 | $21K |
"% 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.