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Public ownership evidence

JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) Ownership Disclosures

Read JPSE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2073,986$4,451,353None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,285$859,457None
Modern Wealth Management, LLC2026-06-302026-08-1510,634$639,795None
Advyzon Investment Management, LLC2026-06-302026-08-1533,839$2,035,923None
Western Wealth Management, LLC2026-06-302026-08-1510,554$634,954None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15149,258$8,980,104None
OSAIC HOLDINGS, INC.2026-06-302026-08-15948$57,017None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,319$741,448None
GTS SECURITIES LLC2026-06-302026-08-1518,972$1,141,450None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,272$2,061,975None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,573$636,125None
Medallion Wealth Advisors, LLC2026-06-302026-08-153,048$149,161None
Financial Engines Advisors L.L.C.2026-06-302026-08-1523,531$1,415,743None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15161,891$9,710,241None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,383$263,724None
ROYAL BANK OF CANADA2026-06-302026-08-15294,425$17,714,000None
CITADEL ADVISORS LLC2026-06-302026-08-153,432$206,486None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1511,300$679,865None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15431,126$25,938,686None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1544,164$2,657,150None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157$446None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1521,412$1,288,253None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15394,290$23,722,478None
McLaughlin Asset Management, Inc.2026-06-302026-08-1411,863$713,746None
Sanctuary Advisors, LLC2026-06-302026-08-14177,474$10,677,724None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14352$21,178None
UBS Group AG2026-06-302026-08-148$481None
Horizon Investments, LLC2026-06-302026-08-141,272$76,524None
Creative Planning2026-06-302026-08-144,498$270,597None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$60None
MORGAN STANLEY2026-06-302026-08-14309,892$18,644,662None
MORGAN STANLEY2026-06-302026-08-141$60None
FMR LLC2026-06-302026-08-142,120$127,579None
Smartleaf Asset Management LLC2026-06-302026-08-13110$6,594None
Integrated Wealth Concepts LLC2026-06-302026-08-13169,257$10,183,584None
Cetera Investment Advisers2026-06-302026-08-1353,531$3,220,689None
Focus Partners Wealth2026-06-302026-08-137,440$447,628None
Aptus Capital Advisors, LLC2026-06-302026-08-13407$24,487None
NewEdge Advisors, LLC2026-06-302026-08-1310,454$628,982None
Summit Financial, LLC2026-06-302026-08-137,359$442,754None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13219,139$13,184,487None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-134,452$267,855None
STIFEL FINANCIAL CORP2026-06-302026-08-138,546$514,170None
US BANCORP \DE\2026-06-302026-08-1372$4,332None
JPMORGAN CHASE & CO2026-06-302026-08-131,659$99,457None
JPMORGAN CHASE & CO2026-06-302026-08-1315,370$921,432None
JPMORGAN CHASE & CO2026-06-302026-08-13177,617$10,648,181None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-125,263$316,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1214,285$859,457None
Koss-Olinger Consulting, LLC2026-06-302026-08-111,075,753$64,722,702None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Modern Wealth Management, LLC ↗Advyzon Investment Management, LLC ↗Western Wealth Management, LLC ↗MAGNOLIA CAPITAL ADVISORS LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.