JPSE Institutional Ownership
JPMorgan Diversified Return U.S. Small Cap Equity ETF
1W: +0.1%
1M: -3.6%
3M: -4.3%
YTD: +13.5%
1Y: +14.6%
3Y: +51.6%
5Y: +40.7%
$57.26
+0.64 (+1.13%)
Weekly Expected Move ±1.3%
$56
$56
$57
$58
$59
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JPSE
122
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
475M
Total Invested
10
New Positions
44
Increased
55
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Koss-Olinger Consulting, LLC | 1,075,753 | $62M | +47,555 | +4.6% | 9Q | SEC ↗ |
| 2 | LPL Financial LLC | 866,298 | $50M | -40,823 | -4.5% | 28Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 475,290 | $27M | -263,298 | -35.6% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 415,702 | $24M | -195,177 | -32.0% | 15Q | SEC ↗ |
| 5 | Hartford Financial Management Inc. | 322,294 | $18M | -6,811 | -2.1% | 26Q | SEC ↗ |
| 6 | MORGAN STANLEY | 309,893 | $18M | +37,327 | +13.7% | 33Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 294,425 | $17M | -5,110 | -1.7% | 27Q | SEC ↗ |
| 8 | Aprio Wealth Management, LLC | 257,360 | $15M | -59,248 | -18.7% | 3Q | SEC ↗ |
| 9 | Goldstein Advisors, LLC | 230,728 | $13M | +67 | +0.0% | 15Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 219,139 | $13M | +5,578 | +2.6% | 13Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 194,646 | $11M | +39,184 | +25.2% | 16Q | SEC ↗ |
| 12 | Gerber Kawasaki Wealth & Investment Ma | 189,522 | $11M | -809 | -0.4% | 15Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 182,399 | $10M | +47,571 | +35.3% | 4Q | SEC ↗ |
| 14 | Sprinkle Financial Consultants LLC | 179,745 | $10M | +4,922 | +2.8% | 11Q | SEC ↗ |
| 15 | Sanctuary Advisors, LLC | 177,474 | $10M | +158,256 | +823.5% | 4Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 165,572 | $9M | +36,912 | +28.7% | 16Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 161,891 | $9M | +26,762 | +19.8% | 10Q | SEC ↗ |
| 18 | Keystone Financial Services, LLC | 161,413 | $9M | +109 | +0.1% | 7Q | SEC ↗ |
| 19 | MAGNOLIA CAPITAL ADVISORS LLC | 149,258 | $9M | +9,337 | +6.7% | 2Q | SEC ↗ |
| 20 | Financial Solutions Advisory Group, In | 145,788 | $8M | -1,085 | -0.7% | 2Q | SEC ↗ |
| 21 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 141,751 | $8M | +1,444 | +1.0% | 13Q | SEC ↗ |
| 22 | Ipsen Advisor Group LLC | 116,107 | $7M | +523 | +0.5% | 7Q | SEC ↗ |
| 23 | DAVENPORT & Co LLC | 94,588 | $5M | -13,164 | -12.2% | 15Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 92,253 | $5M | +38,260 | +70.9% | 23Q | SEC ↗ |
| 25 | Capital Advisors Wealth Management, LL | 91,151 | $5M | +224 | +0.2% | 16Q | SEC ↗ |
| 26 | Kingsview Wealth Management, LLC | 73,986 | $4M | +1,149 | +1.6% | 14Q | SEC ↗ |
| 27 | First Pacific Financial | 70,723 | $4M | -1,220 | -1.7% | 24Q | SEC ↗ |
| 28 | Family Capital Management, Inc. | 65,362 | $4M | -625 | -0.9% | 15Q | SEC ↗ |
| 29 | QUANTUM FINANCIAL PARTNERS LLC NEW | 56,119 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 53,531 | $3M | -25 | -0.0% | 10Q | SEC ↗ |
| 31 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,845 | $3M | +31,294 | +230.9% | 27Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 43,455 | $2M | +1,367 | +3.2% | 35Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 42,802 | $2M | -3,565 | -7.7% | 34Q | SEC ↗ |
| 34 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 41,525 | $2M | +493 | +1.2% | 7Q | SEC ↗ |
| 35 | LexAurum Advisors, LLC | 35,118 | $2M | -2,665 | -7.1% | 2Q | SEC ↗ |
| 36 | APPLETON PARTNERS INC/MA | 35,055 | $2M | -155,669 | -81.6% | 35Q | SEC ↗ |
| 37 | Vantus Wealth LLC NEW | 34,408 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Advyzon Investment Management, LLC | 33,839 | $2M | +1,116 | +3.4% | 3Q | SEC ↗ |
| 39 | J.W. COLE ADVISORS, INC. | 31,825 | $2M | +89 | +0.3% | 5Q | SEC ↗ |
| 40 | Fifth Third Securities, Inc. | 30,136 | $2M | -3,680 | -10.9% | 11Q | SEC ↗ |
| 41 | KWB Wealth | 27,808 | $2M | +479 | +1.8% | 11Q | SEC ↗ |
| 42 | Cornerstone Wealth Management, LLC | 25,823 | $1M | -1,098 | -4.1% | 12Q | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 23,531 | $1M | +321 | +1.4% | 5Q | SEC ↗ |
| 44 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 18,980 | $1M | -1,927 | -9.2% | 13Q | SEC ↗ |
| 45 | GTS SECURITIES LLC | 18,972 | $1M | -69 | -0.4% | 9Q | SEC ↗ |
| 46 | Gallacher Capital Management LLC | 15,047 | $862K | +1,590 | +11.8% | 15Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV | 14,285 | $818K | -33 | -0.2% | 13Q | SEC ↗ |
| 48 | Capital Developers, LLC | 13,573 | $777K | -374 | -2.7% | 2Q | SEC ↗ |
| 49 | Cordgrass Capital Advisors, LLC | 13,478 | $772K | -38 | -0.3% | 10Q | SEC ↗ |
| 50 | INDEPENDENT FINANCIAL GROUP, LLC | 13,336 | $764K | +408 | +3.2% | 18Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| QUANTUM FINANCIAL PARTNERS LLC | 56,119 | $3M |
| Vantus Wealth LLC | 34,408 | $2M |
| Private Advisor Group, LLC | 10,434 | $597K |
| DAYMARK WEALTH PARTNERS, LLC | 3,530 | $202K |
| CITADEL ADVISORS LLC | 3,432 | $197K |
| Centerpoint Advisory Group | 3,384 | $194K |
| SAGESPRING WEALTH PARTNERS, LLC | 3,370 | $193K |
| Founders Financial Alliance, LLC | 1,600 | $92K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | $1K |
| UBS Group AG | 8 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Equitable Holdings, Inc. | 52,555 | $3M |
| GOLDMAN SACHS GROUP INC | 11,890 | $681K |
| CARY STREET PARTNERS FINANCIAL LLC | 10,371 | $594K |
| JANE STREET GROUP, LLC | 6,387 | $366K |
| Mariner, LLC | 5,736 | $328K |
| ProCore Advisors, LLC | 5,520 | $316K |
| Beck Bode, LLC | 4,344 | $249K |
| HBK Sorce Advisory LLC | 4,069 | $233K |
| Caldwell Trust Co | 1,301 | $74K |
| SageView Advisory Group, LLC | 728 | $42K |
| Westside Investment Management, Inc | 93 | $5K |
| Legacy Wealth Managment, LLC/ID | 82 | $5K |
| WealthShield Partners, LLC | 32 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -263,298 | -35.6% | 475,290 |
| BANK OF AMERICA CORP /DE | -195,177 | -32.0% | 415,702 |
| APPLETON PARTNERS INC/MA | -155,669 | -81.6% | 35,055 |
| Aprio Wealth Management, LLC | -59,248 | -18.7% | 257,360 |
| LPL Financial LLC | -40,823 | -4.5% | 866,298 |
| TWO SIGMA INVESTMENTS, LP | -25,100 | -69.0% | 11,300 |
| DAVENPORT & Co LLC | -13,164 | -12.2% | 94,588 |
| Modern Wealth Management, LLC | -10,130 | -48.8% | 10,634 |
| NewEdge Advisors, LLC | -6,994 | -40.1% | 10,454 |
| Hartford Financial Management Inc. | -6,811 | -2.1% | 322,294 |
| ROYAL BANK OF CANADA | -5,110 | -1.7% | 294,425 |
| Fifth Third Securities, Inc. | -3,680 | -10.9% | 30,136 |
| AMERIPRISE FINANCIAL INC | -3,641 | -45.4% | 4,383 |
| Cambridge Investment Research Advis | -3,565 | -7.7% | 42,802 |
| LWM Advisory Services, LLC | -3,204 | -31.1% | 7,091 |
| COMPASS CAPITAL MANAGEMENT, INC | -2,945 | -24.2% | 9,225 |
| LexAurum Advisors, LLC | -2,665 | -7.1% | 35,118 |
| SCHMIDT P J INVESTMENT MANAGEMENT I | -1,927 | -9.2% | 18,980 |
| Horizon Investments, LLC | -1,272 | -50.0% | 1,272 |
| First Pacific Financial | -1,220 | -1.7% | 70,723 |