JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

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JPSE·46641Q845·US·ETF·Unknown - Unknown

JPSE (JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF) is held by 41 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($52.1M), RAYMOND JAMES FINANCIAL INC ($28.6M), BANK OF AMERICA CORP /DE/ ($25M). Net institutional sentiment: Mixed.

41

Holders

(8 Elite)

$241.4M

Total Value

56% (41)

Consensus

23 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)82

Insider (Form 4)52

Activist (13D/13G)58

Congressional (STOCK Act)42

Holder Quality

49

★★★★★

Elite

29

★★★★

Strong

57

★★★

Solid

15

★★

Below

62

★

Weak

Held by 41 funds

8 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JPSE.

Top Holders

Top Holders (41)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	866,298(-4.5%)	$52.1M	0.0%	+47.55%	0
RAYMOND JAMES FINANCIAL INC	Decreased	475,290(-35.6%)	$28.6M	0.0%	+30.17%	0
BANK OF AMERICA CORP /DE/	Decreased	415,702(-31.9%)	$25M	0.0%	+29.19%	0
MORGAN STANLEY	Increased	309,893(+13.7%)	$18.6M	0.0%	+31.60%	32
ROYAL BANK OF CANADA	Decreased	294,425(-1.7%)	$17.7M	0.0%	+30.80%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	219,139(+2.6%)	$13.2M	0.0%	+39.43%	29
JPMORGAN CHASE & CO	Increased	194,646(+25.2%)	$11.7M	0.0%	+9.79%	34
TRUIST FINANCIAL CORP	Increased	182,399(+35.3%)	$11M	0.0%	+13.86%	36
Sanctuary Advisors, LLC	Increased	177,474(+823.5%)	$10.7M	0.0%	+1.51%	45
IWIntegrated Wealth Concepts LLC	Increased	169,257(+213.5%)	$10.2M	0.0%	+12.88%	45
ENVESTNET ASSET MANAGEMENT INC	Increased	165,572(+28.7%)	$10M	0.0%	+24.19%	35
JONES FINANCIAL COMPANIES LLLP	Increased	161,891(+19.8%)	$9.7M	0.0%	+19.38%	33
DAVENPORT & Co LLC	Decreased	94,588(-12.2%)	$5.7M	0.0%	+53.86%	0
Cetera Investment Advisers	Decreased	53,531(-0.1%)	$3.2M	0.0%	+34.00%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	44,845(+230.9%)	$2.7M	0.0%	+6.34%	42
COMMONWEALTH EQUITY SERVICES, LLC	Increased	43,455(+3.3%)	$2.6M	0.0%	+57.85%	27
Financial Engines Advisors L.L.C.	Increased	23,531(+1.4%)	$1.4M	0.0%	+32.48%	26
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	14,285(-0.2%)	$859,457	0.0%	+48.11%	0
OSAIC HOLDINGS, INC.	Increased	13,267(+44.4%)	$798,465	0.0%	+28.01%	33
TWO SIGMA INVESTMENTS, LP	Decreased	11,300(-69.0%)	$679,865	0.0%	+10.11%	0

Showing 1-20 of 43

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JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer