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JPM Diversified RT Small Cap (JPSE)

CUSIP: 46641Q845 | NYSE | 238 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Hartford Financial Management Inc.324,968
4.1% of portfolio›$18.3M
Aprio Wealth Management, LLC249,437
0.6% of portfolio›$14.0M
Goldstein Advisors, LLC230,303
1.1% of portfolio›$13.0M
Truist Financial Corp197,344
0.0% of portfolio›$11.1M
Gerber Kawasaki Wealth & Investment Management193,222
0.3% of portfolio›$10.9M
Sprinkle Financial Consultants LLC188,526
4.1% of portfolio›$10.6M
Financial Solutions Advisory Group, Inc.149,455
1.1% of portfolio›$8.5M
Ipsen Advisor Group LLC112,506
4.3% of portfolio›$6.3M
Davenport & Co LLC93,298
0.0% of portfolio›$5.3M
Capital Advisors Wealth Management, LLC92,167
0.6% of portfolio›$5.2M
First Pacific Financial70,146
0.4% of portfolio›$4.0M
Family Capital Management, Inc.65,363
1.4% of portfolio›$3.7M
Quantum Financial Partners LLC55,946
1.6% of portfolio›$3.2M
Commonwealth Equity Services, LLC43,646
0.0% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.38,841
0.0% of portfolio›$2.2K
LexAurum Advisors, LLC35,105
0.2% of portfolio›$2.0M
Stonehaven Wealth & TAX Solutions, LLC30,882
1.6% of portfolio›$1.7M
Fifth Third Securities, Inc.29,264
0.1% of portfolio›$1.6M
Cornerstone Wealth Management, LLC25,784
0.1% of portfolio›$1.5M
Appleton Partners Inc24,945
0.0% of portfolio›$1.4K
KWB Wealth18,491
0.1% of portfolio›$1.0M
Gallacher Capital Management LLC14,337
0.7% of portfolio›$807.5K
Cordgrass Capital Advisors, LLC12,914
0.3% of portfolio›$727.3K
Go Invest LLC11,922
0.1% of portfolio›$671.5K
Independent Financial Group, LLC11,197
0.0% of portfolio›$630.6K
Nottingham Advisors, Inc.11,034
0.1% of portfolio›$624.7K
Schmidt P J Investment Management Inc9,369
0.1% of portfolio›$527.7K
Wealth Enhancement Advisory Services, LLC9,138
0.0% of portfolio›$522.4K
KPP Advisory Services LLC8,726
0.1% of portfolio›$491.4K
Miller Global Investments, LLC8,279
0.4% of portfolio›$466.3K
Pinnacle Wealth Management Advisory Group, LLC7,910
0.0% of portfolio›$445.5K
Pinnacle Associates LTD7,910
0.0% of portfolio›$445.5K
Aviance Capital Partners, LLC7,113
0.0% of portfolio›$400.6K
Titleist Asset Management, LLC7,027
0.0% of portfolio›$395.8K
Kestra Private Wealth Services, LLC6,420
0.0% of portfolio›$361.6K
Intrua Financial, LLC5,498
0.0% of portfolio›$309.6K
Trademark Financial Management, LLC5,400
0.1% of portfolio›$304.1K
WealthPlan Investment Management, LLC5,380
0.0% of portfolio›$303.0K
Redwood Financial Network Corp4,980
0.2% of portfolio›$280.5K
Creative Planning4,495
0.0% of portfolio›$253.1K
Kestra Advisory Services, LLC3,776
0.0% of portfolio›$212.7K
Farther Finance Advisors, LLC2,010
0.0% of portfolio›$113.2K
Albion Financial Group1,573
0.0% of portfolio›$88.6K
Private Wealth Management Group, LLC1,253
0.0% of portfolio›$70.6K
Private Trust Co NA837
0.0% of portfolio›$47.1K
Lodestone Wealth Management LLC441
0.0% of portfolio›$24.9K
IFP Advisors, Inc370
0.0% of portfolio›$20.8K
Bell Investment Advisors, Inc174
0.0% of portfolio›$9.8K
Signaturefd, LLC130
0.0% of portfolio›$7.3K
Parallel Advisors, LLC29
0.0% of portfolio›$1.6K
Creative Capital Management Investments LLC25
0.0% of portfolio›$1.4K
Creative Financial Designs Inc17
0.0% of portfolio›$957
Hazlett, Burt & Watson, Inc.11
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Hartford Financial Management Inc.
324,968$18.3M4.1%CoreLowWest Hartford, CT2026-10-21
Aprio Wealth Management, LLC
249,437$14.0M0.6%ETFMediumAtlanta, GA2026-10-28
Goldstein Advisors, LLC
230,303$13.0M1.1%ETFMediumMadison, WI2026-10-15
Truist Financial Corp
197,344$11.1M0.0%CoreLowCharlotte, NC2026-10-30
Gerber Kawasaki Wealth & Investment Management
193,222$10.9M0.3%ETFLowSanta Monica, CA2026-10-29
Sprinkle Financial Consultants LLC
188,526$10.6M4.1%ETFLowLittleton, CO2026-10-09
Financial Solutions Advisory Group, Inc.
149,455$8.5M1.1%ETFMediumChicago, IL2026-10-28
Ipsen Advisor Group LLC
112,506$6.3M4.3%ETFLowLittle Rock, AR2026-10-29
Davenport & Co LLC
93,298$5.3M0.0%CoreMediumRichmond, VA2026-10-14
Capital Advisors Wealth Management, LLC
92,167$5.2M0.6%ETFLowYakima, WA2026-10-09
First Pacific Financial
70,146$4.0M0.4%ETFLowVancouver, WA2026-10-14
Family Capital Management, Inc.
65,363$3.7M1.4%ETFLowGrand Rapids, MI2026-11-03
Quantum Financial Partners LLC
55,946$3.2M1.6%ETFN/AOverland Park, KS2026-10-19
Commonwealth Equity Services, LLC
43,646$2.5M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
38,841$2.2K0.0%ETFLowFairfield, IA2026-11-02
LexAurum Advisors, LLC
35,105$2.0M0.2%ETFLowOverland Park, KS2026-10-19
Stonehaven Wealth & TAX Solutions, LLC
30,882$1.7M1.6%ETFLowAppleton, WI2026-10-22
Fifth Third Securities, Inc.
29,264$1.6M0.1%ETFLowCincinnati, OH2026-10-21
Cornerstone Wealth Management, LLC
25,784$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Appleton Partners Inc
24,945$1.4K0.0%GrowthLowBoston, MA2026-10-30
KWB Wealth
18,491$1.0M0.1%ETFMediumRedlands, CA2026-10-16
Gallacher Capital Management LLC
14,337$807.5K0.7%ValueMediumLone Tree, CO2026-10-30
Cordgrass Capital Advisors, LLC
12,914$727.3K0.3%CoreLowRaleigh, NC2026-10-30
Go Invest LLC
11,922$671.5K0.1%ETFN/AWest Jordan, UT2026-10-09
Independent Financial Group, LLC
11,197$630.6K0.0%GrowthLowSan Diego, CA2026-10-13
Nottingham Advisors, Inc.
11,034$624.7K0.1%ETFLowAmherst, NY2026-10-29
Schmidt P J Investment Management Inc
9,369$527.7K0.1%GrowthVery LowCedarburg, WI2026-11-02
Wealth Enhancement Advisory Services, LLC
9,138$522.4K0.0%CoreLowPlymouth, MN2026-10-13
KPP Advisory Services LLC
8,726$491.4K0.1%GrowthMediumLouisville, KY2026-10-26
Miller Global Investments, LLC
8,279$466.3K0.4%ValueMediumDallas, TX2026-10-02
Pinnacle Wealth Management Advisory Group, LLC
7,910$445.5K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
7,910$445.5K0.0%CoreLowNew York, NY2026-10-20
Aviance Capital Partners, LLC
7,113$400.6K0.0%CoreLowNaples, FL2026-10-29
Titleist Asset Management, LLC
7,027$395.8K0.0%ETFLowSan Antonio, TX2026-10-08
Kestra Private Wealth Services, LLC
6,420$361.6K0.0%GrowthLowAustin, TX2026-10-30
Intrua Financial, LLC
5,498$309.6K0.0%ETFMediumHouston, TX2026-10-28
Trademark Financial Management, LLC
5,400$304.1K0.1%ETFMediumBloomington, MN2026-10-23
WealthPlan Investment Management, LLC
5,380$303.0K0.0%GrowthMediumOmaha, NE2026-10-15
Redwood Financial Network Corp
4,980$280.5K0.2%ETFLowSolon, OH2026-11-03
Creative Planning
4,495$253.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
3,776$212.7K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
2,010$113.2K0.0%IndexLowSan Francisco, CA2026-10-08
Albion Financial Group
1,573$88.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Private Wealth Management Group, LLC
1,253$70.6K0.0%ETFLowPrinceton, NJ2026-10-19
Private Trust Co NA
837$47.1K0.0%CoreLowCleveland, OH2026-10-20
Lodestone Wealth Management LLC
441$24.9K0.0%CoreLowSpokane, WA2026-10-14
IFP Advisors, Inc
370$20.8K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
174$9.8K0.0%ETFVery LowOrinda, CA2026-10-29
Signaturefd, LLC
130$7.3K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
29$1.6K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Capital Management Investments LLC
25$1.4K0.0%ETFLowSan Diego, CA2026-10-28
Creative Financial Designs Inc
17$9570.0%ETFMediumKokomo, IN2026-11-04
Hazlett, Burt & Watson, Inc.
11$10.0%CoreVery LowWheeling, WV2026-11-04