Who owns JPMorgan Diversified Return U.S. Small Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of JPSE from SEC Form 13F filings across 81 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 81 institutions disclosed 5.1M shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF worth $298.5M — about 50.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
81
13F holders
$298.5M
value, 2026 filers
50.5%
of shares outstanding (5.1M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JPSE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 866,298 | $52.1M | 0.0% | 8.6% | -4.5% |
| 2 | RAYMOND JAMES FINANCIAL INC | 475,290 | $28.6M | 0.0% | 4.7% | -35.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 415,702 | $25.0M | 0.0% | 4.1% | -32.0% |
| 4 | MORGAN STANLEY | 309,893 | $18.6M | 0.0% | 3.1% | +13.7% |
| 5 | ROYAL BANK OF CANADA | 294,425 | $17.7M | 0.0% | 2.9% | -1.7% |
| 6 | Goldstein Advisors, LLC | 230,728 | $13.9M | 1.3% | 2.3% | 0.0% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,139 | $13.2M | 0.0% | 2.2% | +2.6% |
| 8 | JPMORGAN CHASE & CO | 194,646 | $11.7M | 0.0% | 1.9% | +25.2% |
| 9 | Gerber Kawasaki Wealth & Investment Management | 189,522 | $11.4M | 0.3% | 1.9% | -0.4% |
| 10 | TRUIST FINANCIAL CORP | 182,399 | $11.0M | 0.0% | 1.8% | +35.3% |
| 11 | Sanctuary Advisors, LLC | 177,474 | $10.7M | 0.0% | 1.8% | +823.5% |
| 12 | Integrated Wealth Concepts LLC | 169,257 | $10.2M | 0.0% | 1.7% | +213.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 165,572 | $10.0M | 0.0% | 1.7% | +28.7% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 161,891 | $9.7M | 0.0% | 1.6% | +19.8% |
| 15 | MAGNOLIA CAPITAL ADVISORS LLC | 149,258 | $9.0M | 1.5% | 1.5% | +6.7% |
| 16 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 141,751 | $8.5M | 0.1% | 1.4% | +1.0% |
| 17 | Cambridge Investment Research Advisors, Inc. | 85,604 | $5,150 | 0.0% | 0.9% | +84.6% |
| 18 | First Pacific Financial | 70,723 | $4.3M | 0.5% | 0.7% | -1.7% |
| 19 | Cetera Investment Advisers | 53,531 | $3.2M | 0.0% | 0.5% | 0.0% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,845 | $2.7M | 0.0% | 0.4% | +230.9% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 43,455 | $2.6M | 0.0% | 0.4% | +3.2% |
| 22 | LexAurum Advisors, LLC | 35,118 | $2.1M | 0.2% | 0.4% | -7.1% |
| 23 | Advyzon Investment Management, LLC | 33,839 | $2.0M | 0.1% | 0.3% | +3.4% |
| 24 | J.W. COLE ADVISORS, INC. | 31,825 | $1.9M | 0.0% | 0.3% | +0.3% |
| 25 | Cornerstone Wealth Management, LLC | 25,823 | $1.6M | 0.1% | 0.3% | -4.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.