JPSE · JPMorgan Diversified Return U.S. Small Cap Equity ETF ETF
$59.65
+0.16 (+0.27%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $206,486
Total Shares: 3,432
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2025Top Holder
100.0%
+65.0 pts
Top 5
100.0%
+10.2 pts
Top 10
100.0%
+2.6 pts
HHI
10,000
Highly concentrated+7,596
Quarterly Activity
vs Mar 31, 2025
New
0
Increased
0
Decreased
1
Sold Out
15
Unchanged
0
Holder count:
-15
Institutional value:
-99.7%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2025No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −36,144 | 3,432 |
Top New Positions
vs Mar 31, 2025No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 564,189 | $24,592,997 | |
| Mega ROYAL BANK OF CANADA | 461,206 | $20,103,969 | |
| Mega MORGAN STANLEY | 281,272 | $12,260,645 | |
| Large JONES FINANCIAL COMPANIES LLLP | 75,267 | $3,280,888 | |
| Mid Integrated Wealth Concepts LLC | 64,618 | $2,816,698 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC JPSE | $206,486 | 100.00% | 3,432 | Shares | 2026-09-02 |