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 company filings.
Institutional ownership of JPSE from SEC Form 13F filings across 116 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, 116 institutions disclosed 7.9M shares of JPMorgan Diversified Return U.S. Small Cap Equity ETF worth $473.9M — about 78.7% of shares outstanding; the largest disclosed holder is Koss-Olinger Consulting, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
116
13F holders
$473.9M
value, 2026 filers
78.7%
of shares outstanding (7.9M sh)
13
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 | Koss-Olinger Consulting, LLC | 1.1M | $64.7M | 5.0% | 10.7% | +4.6% |
| 2 | LPL Financial LLC | 866,298 | $52.1M | 0.0% | 8.6% | -4.5% |
| 3 | RAYMOND JAMES FINANCIAL INC | 475,290 | $28.6M | 0.0% | 4.7% | -35.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 415,702 | $25.0M | 0.0% | 4.1% | -32.0% |
| 5 | Hartford Financial Management Inc. | 322,294 | $19.4M | 4.3% | 3.2% | -2.1% |
| 6 | MORGAN STANLEY | 309,893 | $18.6M | 0.0% | 3.1% | +13.7% |
| 7 | ROYAL BANK OF CANADA | 294,425 | $17.7M | 0.0% | 2.9% | -1.7% |
| 8 | Aprio Wealth Management, LLC | 257,360 | $15.5M | 0.8% | 2.6% | -18.7% |
| 9 | Goldstein Advisors, LLC | 230,728 | $13.9M | 1.3% | 2.3% | 0.0% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,139 | $13.2M | 0.0% | 2.2% | +2.6% |
| 11 | JPMORGAN CHASE & CO | 194,646 | $11.7M | 0.0% | 1.9% | +25.2% |
| 12 | Gerber Kawasaki Wealth & Investment Management | 189,522 | $11.4M | 0.3% | 1.9% | -0.4% |
| 13 | TRUIST FINANCIAL CORP | 182,399 | $11.0M | 0.0% | 1.8% | +35.3% |
| 14 | Sprinkle Financial Consultants LLC | 179,745 | $10.8M | 4.2% | 1.8% | +2.8% |
| 15 | Sanctuary Advisors, LLC | 177,474 | $10.7M | 0.0% | 1.8% | +823.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 165,572 | $10.0M | 0.0% | 1.7% | +28.7% |
| 17 | JONES FINANCIAL COMPANIES LLLP | 161,891 | $9.7M | 0.0% | 1.6% | +19.8% |
| 18 | Keystone Financial Services, LLC | 161,413 | $9.7M | 5.8% | 1.6% | +0.1% |
| 19 | MAGNOLIA CAPITAL ADVISORS LLC | 149,258 | $9.0M | 1.5% | 1.5% | +6.7% |
| 20 | Financial Solutions Advisory Group, Inc.NEW | 145,788 | $8.7M | 1.1% | 1.5% | new |
| 21 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 141,751 | $8.5M | 0.1% | 1.4% | +1.0% |
| 22 | Ipsen Advisor Group LLC | 116,107 | $7.0M | 4.5% | 1.2% | +0.5% |
| 23 | DAVENPORT & Co LLC | 94,588 | $5.7M | 0.0% | 0.9% | -12.2% |
| 24 | Integrated Wealth Concepts LLC | 92,253 | $5.6M | 0.0% | 0.9% | +70.9% |
| 25 | Capital Advisors Wealth Management, LLC | 91,151 | $5.5M | 0.6% | 0.9% | +0.2% |
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. Research, not investment advice.