JPSE

JPM Diversified Rt Small Cap

+$21.6M

Net Activity

Institutions Holding

112

Popularity Rank

#4215

Avg Weight

0.33%

Total Value

$418.5M

Ownership Trend

112 institutions currently hold JPSE, with 51 net buyers and 49 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

49

Net Buying Institutions

51

Key Holders

Key Holders

Top 5 by Value

KC
Koss-Olinger Consulting, LLC
$53.9M
LF
LPL Financial LLC
$47.6M
RJ
Raymond James Financial INC
$38.7M
BO
Bank Of America CORP /de/
$32.0M
HF
Hartford Financial Management Inc.
$17.3M

Top 5 by Conviction

KF
Keystone Financial Services, LLC
5.69%
KC
Koss-Olinger Consulting, LLC
4.52%
HF
Hartford Financial Management Inc.
4.40%
IA
Ipsen Advisor Group LLC
4.24%
SF
Sprinkle Financial Consultants LLC
4.23%
View all 112 holding institutions

Quarterly Activity

Recent Activity

+$227.3M

Total Buy Value

$203.6M

Total Sell Value

New buy11
Trim41
Add40
Sold out8

51

Net Buyers

49

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPM DIVERSIFIED RT SMALL CAP (JPSE)?
Major stakeholders currently include Koss-Olinger Consulting, LLC ($53.9M), LPL Financial LLC ($47.6M), Raymond James Financial INC ($38.7M). Based on the latest 13F filings, there are a total of 112 tracked investment funds and institutions maintaining positions in JPSE.
What is the overall institutional sentiment toward JPSE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $21.6M, driven by 51 managers accumulating shares while 49 reduced their exposure.
Which institutions have been selling or reducing their JPSE positions?
In the latest period, 41 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $203.6M.
Are there any notable investors adding JPSE to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 40 existing holders added to their shares. The total reported buy value for the quarter amounted to $227.3M.

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