Who owns JPSE?
JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPMorgan
117 institutions reported holding JPSE, worth $481.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPSE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | Gainesville, FL | $64.7M | 1,075,753 | +47,555 shares |
| LPL Financial LLC | Fort Mill, SC | $52.1M | 866,298 | −40,823 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $28.6M | 475,290 | −263,298 shares |
| Bank of America Corp. | Charlotte, NC | $25.0M | 415,702 | −195,177 shares |
| Hartford Financial Management Inc. | West Hartford, CT | $19.4M | 322,294 | −6,811 shares |
| Morgan Stanley | New York, NY | $18.6M | 309,893 | +37,327 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $17.7M | 294,425 | −5,110 shares |
| Aprio Wealth Management, LLC | Atlanta, GA | $15.5M | 257,360 | −59,248 shares |
| Goldstein Advisors, LLC | Madison, WI | $13.9M | 230,728 | +67 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $13.2M | 219,139 | +5,578 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPSE?
117 institutional managers reported holding JPSE in Form 13F filings for June 30, 2026, worth $481.9M in total. The largest reported position was held by Koss-Olinger Consulting, LLC, at $64.7M.
Did institutions buy or sell JPSE last quarter?
Reported 13F value rose 15.3% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPSE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.