JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
Institutional coverage
108 13F filers hold $JPSE.
13F holders
108
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 108 · Source: 13F-HR01
Loomis Sayles & Co. L P
0.01% of portfolio
1,390,828 sh
02
Koss-Olinger Consulting, LLC
4.79% of portfolio
1,233,487 sh
03
Voyager Global Management LP
4.52% of portfolio
1,028,198 sh
04
Taconic Capital Advisors LP
0.01% of portfolio
907,121 sh
05
Hartford Financial Management Inc.
4.40% of portfolio
329,105 sh
06
Soltis Investment Advisors LLC
0.91% of portfolio
316,608 sh
07
RFP Financial Group LLC
1.34% of portfolio
230,661 sh
08
1834 Investment Advisors Co.
0.01% of portfolio
213,561 sh
09
Adirondack Trust Co.
0.70% of portfolio
190,724 sh
10
Freestate Advisors LLC
0.32% of portfolio
190,331 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $JPSE in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $JPSE in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:16 UTC.