Who Owns JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE)?Hedge Fund & Institutional Holders

$52.26+0.53 (+1.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$38.20$42.45$46.70$50.95$55.20Sep 24Jun 25Mar 26

JPSE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Koss-Olinger Consulting, LLCNew Position+1.2M+$61.8B
BANK OF AMERICA CORP /DE/Increased+8K+$28.0B
Hartford Financial Management Inc.New Position+333K+$16.7B
Goldstein Advisors, LLCNew Position+228K+$11.4B
Keystone Financial Services, LLCNew Position+157K+$7.8B
Ipsen Advisor Group LLCNew Position+113K+$5.7B
JONES FINANCIAL COMPANIES LLLPNew Position+109K+$5.0B
Capital Advisors Wealth Management, LLCNew Position+95K+$4.8B
First Pacific FinancialNew Position+72K+$3.6B
Family Capital Management, Inc.New Position+53K+$2.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$2.0B
J.W. COLE ADVISORS, INC.New Position+32K+$1.6B
Cornerstone Wealth Management, LLCNew Position+27K+$1.4B
Advyzon Investment Management, LLCNew Position+27K+$1.3B
Western Wealth Management, LLCNew Position+34K+$1.0B

JPSE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-191K-$9.6B
Kingsview Wealth Management, LLCDecreased-14K-$4.1B
Integrated Wealth Concepts LLCDecreased-2K-$3.0B
OSAIC HOLDINGS, INC.Decreased-41K-$2.6B
STONEHAVEN WEALTH & TAX SOLUTIONS, LLCDecreased-180-$2.0B
JANE STREET GROUP, LLCDecreased-29K-$1.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-20K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-20K-$1.3B
Financial Engines Advisors L.L.C.Decreased-343-$1.2B
NewEdge Advisors, LLCDecreased-2K-$1.1B
TOCQUEVILLE ASSET MANAGEMENT L.P.Decreased-17K-$816.1M
MERCER GLOBAL ADVISORS INC /ADVDecreased-1K-$809.6M
MML INVESTORS SERVICES, LLCDecreased-2K-$710.3M
HighTower Advisors, LLCDecreased-26-$478.8M
Prospera Financial Services IncClosed Position-8K-$374.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Koss-Olinger Consulting, LLC1,233,487$61.8B4.79%Share
2RAYMOND JAMES FINANCIAL INC720,078$36.0B11.20%Share
3BANK OF AMERICA CORP /DE/566,651$28.0B2.04%Share
4Hartford Financial Management Inc.333,388$16.7B4.34%Share
5ROYAL BANK OF CANADA307,957$15.0B2.44%Share
6Goldstein Advisors, LLC228,459$11.4B1.30%Share
7Keystone Financial Services, LLC156,573$7.8B5.34%Share
8Sprinkle Financial Consultants LLC149,867$7.5B3.81%Share
9TOCQUEVILLE ASSET MANAGEMENT L.P.140,118$7.0B102.12%Share
10Ipsen Advisor Group LLC113,028$5.7B4.02%Share
11JONES FINANCIAL COMPANIES LLLP109,475$5.0B3.05%Share
12Capital Advisors Wealth Management, LLC95,287$4.8B0.65%Share
13First Pacific Financial71,657$3.6B0.47%Share
14Family Capital Management, Inc.53,467$2.7B1.19%Share
15COMMONWEALTH EQUITY SERVICES, LLC42,718$2.0B2.67%Share
16STIFEL FINANCIAL CORP50,486$2.0B1.80%Share
17J.W. COLE ADVISORS, INC.31,685$1.6B0.04%Share
18KWB Wealth27,329$1.4B0.13%Share
19Cornerstone Wealth Management, LLC26,974$1.4B0.07%Share
20Advyzon Investment Management, LLC26,878$1.3B0.16%Share
21LWM Advisory Services, LLC23,488$1.2B0.69%Share
22JPMORGAN CHASE & CO24,442$1.0B0.06%Share
23RAYMOND JAMES FINANCIAL INC27,952$1.0B0.31%Share
24Western Wealth Management, LLC34,296$1.0B0.05%Share
25Gallacher Capital Management LLC16,064$804.0M0.31%Share
26OAK HARBOR WEALTH PARTNERS, LLC13,734$687.0M0.16%Share
27COMPASS CAPITAL MANAGEMENT, INC12,170$609.0M0.03%Share
28CARY STREET PARTNERS FINANCIAL LLC10,371$519.0M0.01%Share
29PINNACLE ASSOCIATES LTD8,965$448.0M5.75%Share
30KPP Advisory Services LLC8,926$446.0M0.06%Share
31Redwood Financial Network Corp8,061$403.0M0.26%Share
32INTERACTIVE FINANCIAL ADVISORS, INC.6,272$314.0M0.20%Share
33STEPHENS INC /AR/5,629$281.0M3.50%Share
34Intrua Financial, LLC5,498$275.0M0.03%Share
35N.E.W. Advisory Services LLC2,852$142.0M0.01%Share
36ALBION FINANCIAL GROUP /UT1,573$78.0M0.00%Share
37Caldwell Trust Co1,301$65.0M0.01%Share
38Horizon Investments, LLC1,290$64.0M0.81%Share
39Private Wealth Management Group, LLC1,253$62.0M0.02%Share
40Farther Finance Advisors, LLC993$49.0M0.52%Share
41LPL Financial LLC900,097$45.0M0.01%Share
42PRIVATE TRUST CO NA685$34.0M0.00%Share
43Lodestone Wealth Management LLC658$32.0M0.01%Share
44UBS Group AG436$21.0M0.00%Share
45Aprio Wealth Management, LLC310,338$15.5M0.89%Share
46MORGAN STANLEY290,646$14.0M0.00%Share
47Bell Investment Advisors, Inc217$10.9M0.00%Share
48Gerber Kawasaki Wealth & Investment Management195,859$9.8M0.34%Share
49APPLETON PARTNERS INC/MA190,012$9.5M0.63%Share
50ENVESTNET ASSET MANAGEMENT INC194,854$9.0M0.00%Share

JPSE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025107$232.3B+51
Q3 202556$165.3B-39
Q2 202595$298.4B-7
Q1 2025102$391.0B+6
Q4 202496$4.2T+23
Q3 202473$47.6T+0
Q2 202473$19.4T+7
Q1 202466$15.5T—

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JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF). The largest holder is Koss-Olinger Consulting, LLC with $61.8B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own JPSE?

As of Q4 2025, 50 institutional investors report holding JPSE (JPMorgan Diversified Return U.S. Small Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of JPSE?

The largest institutional holder of JPSE is Koss-Olinger Consulting, LLC with $61.8B in shares.

Is institutional ownership of JPSE increasing or decreasing?

This quarter, 14 institutions opened new positions in JPSE and 1 closed their positions.