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
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+87.1 pts
Top 5
100.0%
+54.8 pts
Top 10
100.0%
+38.1 pts
HHI
10,000
Highly concentrated+9,437
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
112
Unchanged
0
Holder count:
-111
Institutional value:
-100.0%
Shares held:
-100.0%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 3,432 | $206,486 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Koss-Olinger Consulting, LLC | 1,028,198 | $53,908,421 | |
| Mega LPL Financial LLC | 907,121 | $47,560,354 | |
| Mega RAYMOND JAMES FINANCIAL INC | 738,588 | $38,724,168 | |
| Mega BANK OF AMERICA CORP /DE/ | 610,879 | $32,028,385 | |
| Small Hartford Financial Management Inc. | 329,105 | $17,254,975 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC JPSE | $206,486 | 100.00% | 3,432 | Shares | 2026-09-02 |