Who Owns JPSE?
JPMorgan Diversified Return U.S. Small Cap Equity ETF — Institutional Ownership & 13F Holdings
$57.27
+0.01 (+0.02%)
Market Cap
$558.9M
Shares Outstanding
9,357,528
Institutional Holders
102
Total Inst. Value
$375.3M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
15
Closed Positions
9
Increased
42
Decreased
31
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $57.6M | 1,322,004 |
| 2 | Koss-Olinger Consulting, LLC | $55.3M | 1,268,046 |
| 3 | JONES FINANCIAL COMPANIES LLLP | $55.2M | 748,469 |
| 4 | BANK OF AMERICA CORP /DE/ | $24.6M | 564,189 |
| 5 | ROYAL BANK OF CANADA | $20.1M | 461,206 |
| 6 | Capital Advisors Wealth Management, LLC | $19.6M | 449,072 |
| 7 | MORGAN STANLEY | $12.3M | 281,272 |
| 8 | Goldstein Advisors, LLC | $10.6M | 242,632 |
| 9 | STIFEL FINANCIAL CORP | $9.3M | 213,857 |
| 10 | Gerber Kawasaki Wealth & Investment Management | $8.1M | 185,657 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Koss-Olinger Consulting, LLC | +30K | $55.3M |
| JONES FINANCIAL COMPANIES LLLP | +678K | $55.2M |
| BANK OF AMERICA CORP /DE/ | +15K | $24.6M |
| ROYAL BANK OF CANADA | +9K | $20.1M |
| Capital Advisors Wealth Management, LLC | +66K | $19.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -73K | $57.6M |
| Teamwork Financial Advisors, LLC | -37K | $893K |
| OSAIC HOLDINGS, INC. | -34K | $2.2M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -10K | $294K |
| First Pacific Financial | -9K | $3.1M |
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Frequently Asked Questions
How many institutional investors hold JPSE?
As of Q1 2025, 102 institutional investors report holding JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most JPSE?
The largest institutional holder of JPSE is RAYMOND JAMES FINANCIAL INC with $57.6M in shares.
Are institutions buying or selling JPSE?
This quarter, 15 institutions opened new positions in JPSE and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.