JPSE Institutional Ownership & Shareholders
JPM DIVERSIFIED RT SMALL CAP (JPSE) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $441.11M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Koss-Olinger Consulting, Llc is currently the largest disclosed institutional shareholder of JPSE tracked by InsiderSet, reporting ownership valued at approximately $64.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $61.86M, representing an estimated loss of -4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed JPSE value among the investors covered in this analysis. Major shareholders include Koss-Olinger Consulting, Llc, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in JPM DIVERSIFIED RT SMALL CAP (JPSE).
This page ranks the largest institutional JPSE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$441.11M
Largest Holder
Koss-Olinger Consulting, Llc
Largest Position
$64.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Koss-Olinger Consulting, Llc | 4.98% | 1,075,753 | $64,722,702 | $61,864,511 | -$2,858,191 | -4.42% | |
| Lpl Financial Llc | 0.01% | 866,298 | $52,120,810 | $49,819,152 | -$2,301,658 | -4.42% | |
| Raymond James Financial Inc | 0.01% | 475,290 | $28,595,836 | $27,333,025 | -$1,262,811 | -4.42% | |
| Bank Of America Corp | 0.00% | 415,702 | $25,010,731 | $23,906,232 | -$1,104,499 | -4.42% | |
| Morgan Stanley | 0.00% | 309,893 | $18,644,722 | $17,821,358 | -$823,364 | -4.42% | |
| Hartford Financial Management Inc. | 4.08% | 324,968 | $18,302,180 | $18,688,292 | +$386,112 | +2.11% | |
| Royal Bank Of Canada | 0.00% | 294,425 | $17,714,000 | $16,931,822 | -$782,178 | -4.42% | |
| Aprio Wealth Management, Llc | 0.64% | 249,437 | $14,048,292 | $14,344,648 | +$296,356 | +2.11% | |
| Goldstein Advisors, Llc | 1.15% | 230,303 | $12,970,646 | $13,244,288 | +$273,642 | +2.11% | |
| Jpmorgan Chase & Co | 0.00% | 194,646 | $11,669,070 | $11,193,722 | -$475,348 | -4.07% | |
| Truist Financial Corp | 0.01% | 197,344 | $11,114,432 | $11,348,878 | +$234,446 | +2.11% | |
| Gerber Kawasaki Wealth & Investment Management | 0.28% | 193,222 | $10,882,232 | $11,111,830 | +$229,598 | +2.11% | |
| Sanctuary Advisors, Llc | 0.05% | 177,474 | $10,677,724 | $10,206,193 | -$471,531 | -4.42% | |
| Sprinkle Financial Consultants Llc | 4.15% | 188,526 | $10,617,878 | $10,841,772 | +$223,894 | +2.11% | |
| Envestnet Asset Management Inc | 0.00% | 165,572 | $9,961,634 | $9,521,731 | -$439,903 | -4.42% | |
| Keystone Financial Services, Llc | 5.83% | 161,413 | $9,711,430 | $9,282,555 | -$428,875 | -4.42% | |
| Jones Financial Companies Lllp | 0.00% | 161,891 | $9,710,241 | $9,310,044 | -$400,197 | -4.12% | |
| Magnolia Capital Advisors Llc | 1.54% | 149,258 | $8,980,104 | $8,583,544 | -$396,560 | -4.42% | |
| Tocqueville Asset Management L.P. | 0.11% | 141,751 | $8,528,449 | $8,151,831 | -$376,618 | -4.42% | |
| Financial Solutions Advisory Group, Inc. | 1.07% | 149,455 | $8,451,680 | $8,594,873 | +$143,193 | +1.69% | |
| Ipsen Advisor Group Llc | 4.30% | 112,506 | $6,336,345 | $6,470,006 | +$133,661 | +2.11% | |
| Integrated Wealth Concepts Llc | 0.04% | 92,253 | $5,550,375 | $5,305,295 | -$245,080 | -4.42% | |
| Davenport & Co Llc | 0.03% | 93,298 | $5,254,545 | $5,365,391 | +$110,846 | +2.11% | |
| Capital Advisors Wealth Management, Llc | 0.59% | 92,167 | $5,190,857 | $5,300,349 | +$109,492 | +2.11% | |
| Kingsview Wealth Management, Llc | 0.05% | 73,986 | $4,451,353 | $4,254,794 | -$196,559 | -4.42% | |
| First Pacific Financial | 0.40% | 70,146 | $3,950,606 | $4,033,963 | +$83,357 | +2.11% | |
| Family Capital Management, Inc. | 1.52% | 65,362 | $3,932,531 | $3,758,844 | -$173,687 | -4.42% | |
| Cetera Investment Advisers | 0.00% | 53,531 | $3,220,689 | $3,078,466 | -$142,223 | -4.42% | |
| Susquehanna International Group, Llp | 0.00% | 44,845 | $2,698,100 | $2,578,951 | -$119,149 | -4.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,646 | $2,458,141 | $2,509,999 | +$51,858 | +2.11% | |
| Advyzon Investment Management, Llc | 0.15% | 33,839 | $2,035,923 | $1,946,017 | -$89,906 | -4.42% | |
| Lexaurum Advisors, Llc | 0.22% | 35,105 | $1,977,096 | $2,018,822 | +$41,726 | +2.11% | |
| J.W. Cole Advisors, Inc. | 0.03% | 31,825 | $1,914,772 | $1,830,195 | -$84,577 | -4.42% | |
| Stonehaven Wealth & Tax Solutions, Llc | 1.65% | 30,882 | $1,739,274 | $1,775,965 | +$36,691 | +2.11% | |
| Fifth Third Securities, Inc. | 0.08% | 29,264 | $1,648,148 | $1,682,917 | +$34,769 | +2.11% | |
| Cornerstone Wealth Management, Llc | 0.07% | 25,823 | $1,553,653 | $1,485,032 | -$68,621 | -4.42% | |
| Financial Engines Advisors L.L.C. | 0.00% | 23,531 | $1,415,743 | $1,353,223 | -$62,520 | -4.42% | |
| Gts Securities Llc | 0.02% | 18,972 | $1,141,450 | $1,091,044 | -$50,406 | -4.42% | |
| Kwb Wealth | 0.09% | 18,491 | $1,041,399 | $1,063,382 | +$21,983 | +2.11% | |
| Mercer Global Advisors Inc | 0.00% | 14,285 | $859,457 | $821,503 | -$37,954 | -4.42% | |
| Gallacher Capital Management Llc | 0.66% | 14,337 | $807,465 | $824,494 | +$17,029 | +2.11% | |
| Osaic Holdings, Inc. | 0.00% | 13,267 | $798,465 | $762,960 | -$35,505 | -4.45% | |
| Cordgrass Capital Advisors, Llc | 0.27% | 12,914 | $727,316 | $742,660 | +$15,344 | +2.11% | |
| Mclaughlin Asset Management, Inc. | 0.55% | 11,863 | $713,746 | $682,219 | -$31,527 | -4.42% | |
| Capital Developers, Llc | 0.64% | 13,573 | $711,632 | $780,557 | +$68,925 | +9.69% | |
| Two Sigma Investments, Lp | 0.00% | 11,300 | $679,865 | $649,842 | -$30,023 | -4.42% | |
| Mml Investors Services, Llc | 0.00% | 11,157 | $671,238 | $641,618 | -$29,620 | -4.41% | |
| Modern Wealth Management, Llc | 0.01% | 10,634 | $639,795 | $611,541 | -$28,254 | -4.42% | |
| Western Wealth Management, Llc | 0.02% | 10,554 | $634,954 | $606,940 | -$28,014 | -4.41% | |
| Independent Financial Group, Llc | 0.01% | 11,197 | $630,615 | $643,918 | +$13,303 | +2.11% |
Frequently asked questions about JPSE
Who are the largest institutional holders of JPSE?
The largest institutional holders of JPSE reported in the latest SEC Form 13F filings include Koss-Olinger Consulting, Llc, Lpl Financial Llc, Raymond James Financial Inc, Bank Of America Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported JPSE position.
What is JPSE institutional ownership?
This page tracks JPSE positions reported by institutional investment managers through SEC Form 13F. JPM DIVERSIFIED RT SMALL CAP (JPSE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JPSE?
InsiderSet currently tracks 109 institutional managers reporting JPSE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPSE shareholders.
How much JPSE stock do institutions own?
Institutional investment managers disclosed approximately $441.11M in JPSE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JPSE institutional ownership last updated?
The latest JPSE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JPSE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPSE position after the reporting date.
Are institutions buying or selling JPSE?
Institutional buying and selling can be analyzed by comparing JPSE positions across consecutive 13F reporting periods. InsiderSet's JPSE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPSE ownership changes.
How has JPSE institutional ownership changed over time?
InsiderSet tracks JPSE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.