JPM DIVERSIFIED RT SMALL CAP (JPSE) Institutional Shareholders
JPM DIVERSIFIED RT SMALL CAP (JPSE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $421.53M in JPSE holdings during the latest filing period.
Koss-Olinger Consulting, Llc is currently the largest disclosed institutional shareholder of JPSE tracked by InsiderSet, reporting ownership valued at approximately $53.91M in its March 31, 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 $60.89M, representing an estimated gain of +12.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
114
Total Reported Value
$421.53M
Largest Holder
Koss-Olinger Consulting, Llc
Largest Position
$53.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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 | 4.52% | 1,028,198 | $53,908,428 | $60,893,998 | +$6,985,570 | +12.96% | |
| Lpl Financial Llc | 0.01% | 907,121 | $47,560,333 | $53,723,334 | +$6,163,001 | +12.96% | |
| Raymond James Financial Inc | 0.01% | 738,588 | $38,724,166 | $43,742,136 | +$5,017,970 | +12.96% | |
| Bank Of America Corp | 0.00% | 610,879 | $32,028,364 | $36,178,698 | +$4,150,334 | +12.96% | |
| Hartford Financial Management Inc. | 4.33% | 322,294 | $19,390,803 | $19,087,540 | -$303,263 | -1.56% | |
| Royal Bank Of Canada | 0.00% | 299,535 | $15,705,000 | $17,739,661 | +$2,034,661 | +12.96% | |
| Aprio Wealth Management, Llc | 0.77% | 257,360 | $15,484,065 | $15,241,889 | -$242,176 | -1.56% | |
| Morgan Stanley | 0.00% | 272,566 | $14,290,716 | $16,142,449 | +$1,851,733 | +12.96% | |
| Goldstein Advisors, Llc | 1.27% | 230,728 | $13,881,730 | $13,664,635 | -$217,095 | -1.56% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 213,561 | $11,197,010 | $12,647,937 | +$1,450,927 | +12.96% | |
| Truist Financial Corp | 0.01% | 182,399 | $10,974,050 | $10,802,398 | -$171,652 | -1.56% | |
| Sprinkle Financial Consultants Llc | 4.24% | 179,745 | $10,814,613 | $10,645,218 | -$169,395 | -1.57% | |
| Gerber Kawasaki Wealth & Investment Management | 0.32% | 190,331 | $9,979,040 | $11,272,163 | +$1,293,123 | +12.96% | |
| Keystone Financial Services, Llc | 5.83% | 161,413 | $9,711,430 | $9,559,524 | -$151,906 | -1.56% | |
| Financial Solutions Advisory Group, Inc. | 1.10% | 145,788 | $8,670,012 | $8,634,149 | -$35,863 | -0.41% | |
| Tocqueville Asset Management L.P. | 0.11% | 140,307 | $7,356,296 | $8,309,542 | +$953,246 | +12.96% | |
| Magnolia Capital Advisors Llc | 1.44% | 139,921 | $7,336,077 | $8,286,681 | +$950,604 | +12.96% | |
| Jones Financial Companies Lllp | 0.00% | 135,129 | $6,996,431 | $8,002,880 | +$1,006,449 | +14.39% | |
| Ipsen Advisor Group Llc | 4.49% | 116,107 | $6,985,600 | $6,876,321 | -$109,279 | -1.56% | |
| Envestnet Asset Management Inc | 0.00% | 128,660 | $6,745,656 | $7,619,760 | +$874,104 | +12.96% | |
| Davenport & Co Llc | 0.03% | 94,588 | $5,690,889 | $5,601,880 | -$89,009 | -1.56% | |
| Capital Advisors Wealth Management, Llc | 0.64% | 91,151 | $5,484,089 | $5,398,327 | -$85,762 | -1.56% | |
| First Pacific Financial | 0.51% | 70,723 | $4,255,075 | $4,188,499 | -$66,576 | -1.56% | |
| Family Capital Management, Inc. | 1.52% | 65,362 | $3,932,531 | $3,870,999 | -$61,532 | -1.56% | |
| Kingsview Wealth Management, Llc | 0.05% | 72,837 | $3,818,839 | $4,313,698 | +$494,859 | +12.96% | |
| Integrated Wealth Concepts Llc | 0.02% | 53,993 | $2,830,843 | $3,197,681 | +$366,838 | +12.96% | |
| Cetera Investment Advisers | 0.00% | 53,556 | $2,807,917 | $3,171,801 | +$363,884 | +12.96% | |
| Equitable Holdings, Inc. | 0.02% | 52,555 | $2,755,459 | $3,112,517 | +$357,058 | +12.96% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,455 | $2,614,453 | $2,573,579 | -$40,874 | -1.56% | |
| Stonehaven Wealth & Tax Solutions, Llc | 1.90% | 41,032 | $2,151,308 | $2,430,079 | +$278,771 | +12.96% | |
| Lexaurum Advisors, Llc | 0.24% | 35,118 | $2,112,870 | $2,079,828 | -$33,042 | -1.56% | |
| J.W. Cole Advisors, Inc. | 0.03% | 31,825 | $1,914,772 | $1,884,804 | -$29,968 | -1.57% | |
| Two Sigma Investments, Lp | 0.00% | 36,400 | $1,908,452 | $2,155,754 | +$247,302 | +12.96% | |
| Fifth Third Securities, Inc. | 0.10% | 30,136 | $1,813,132 | $1,784,774 | -$28,358 | -1.56% | |
| Advyzon Investment Management, Llc | 0.15% | 32,723 | $1,715,667 | $1,937,987 | +$222,320 | +12.96% | |
| Kwb Wealth | 0.14% | 27,808 | $1,673,094 | $1,646,901 | -$26,193 | -1.57% | |
| Cornerstone Wealth Management, Llc | 0.07% | 25,823 | $1,553,653 | $1,529,341 | -$24,312 | -1.56% | |
| Financial Engines Advisors L.L.C. | 0.00% | 23,210 | $1,216,900 | $1,374,589 | +$157,689 | +12.96% | |
| Schmidt P J Investment Management Inc | 0.18% | 18,980 | $1,141,932 | $1,124,072 | -$17,860 | -1.56% | |
| Modern Wealth Management, Llc | 0.02% | 20,764 | $1,093,222 | $1,229,727 | +$136,505 | +12.49% | |
| Sanctuary Advisors, Llc | 0.01% | 19,218 | $1,007,600 | $1,138,167 | +$130,567 | +12.96% | |
| Gts Securities Llc | 0.04% | 19,041 | $998,320 | $1,127,684 | +$129,364 | +12.96% | |
| Gallacher Capital Management Llc | 0.51% | 15,047 | $905,277 | $891,144 | -$14,133 | -1.56% | |
| Independent Financial Group, Llc | 0.02% | 13,336 | $802,361 | $789,811 | -$12,550 | -1.56% | |
| Mercer Global Advisors Inc | 0.00% | 14,318 | $750,693 | $847,969 | +$97,276 | +12.96% | |
| Capital Developers, Llc | 0.64% | 13,573 | $711,632 | $803,847 | +$92,215 | +12.96% | |
| Susquehanna International Group, Llp | 0.00% | 13,551 | $710,479 | $802,544 | +$92,065 | +12.96% | |
| Cordgrass Capital Advisors, Llc | 0.17% | 13,516 | $708,644 | $800,472 | +$91,828 | +12.96% | |
| Nottingham Advisors, Inc. | 0.08% | 11,034 | $655,199 | $653,478 | -$1,721 | -0.26% | |
| Private Advisor Group, Llc | 0.00% | 10,434 | $627,781 | $617,943 | -$9,838 | -1.57% |
Frequently asked questions about JPSE
Who owns the most JPSE stock?
The largest holders of JPSE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM DIVERSIFIED RT SMALL CAP (JPSE).
Is JPSE widely held by superinvestors?
Many widely followed stocks like JPSE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPSE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.