JPM DIVERSIFIED RT SMALL CAP (JPSE) Institutional Ownership and Insiders Activity
JPM DIVERSIFIED RT SMALL CAP (JPSE) is widely held by institutional investors, with 109 firms reporting positions valued at approximately $452.14M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Koss-Olinger Consulting, Llc is the largest disclosed holder, reporting approximately $64.72M in JPSE holdings in its latest filing.
Institutional Holders
109
Total Reported Value
$452.14M
Largest Holder
Koss-Olinger Consulting, Llc
Largest Position
$64.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
14
Top Institutional Owners
View allInvestorReported Balance
- Koss-Olinger Consulting, Llc$64.72M
- Lpl Financial Llc$52.12M
- Raymond James Financial Inc$28.60M
- Bank Of America Corp$25.01M
- Hartford Financial Management Inc.$19.39M
JPSE News
All news- Koss-Olinger Consulting LLC Investment Activity Analysis: Q3 Insights
Aug 11, 2026 · valut.ai