Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF include Financial Engines Advisors L.L.C., J.w. Cole Advisors, Inc., Ameriflex Group, Inc., Smallwood Wealth Investment Management, LLC, Bank Of Montreal /can/, and Beacon Capital Management, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45,552 | 66.22 | 2,072 | 73.53 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 150,714 | 5.27 | 6,856 | 9.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 832,355 | 28.86 | 37,862 | 34.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53,301 | 4.25 | 2,424 | 8.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,112 | 0.38 | 369 | 4.55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188,962 | 1.78 | 8,596 | 6.22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336.96 | 9 | 350.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17.07 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 26,623 | 3.76 | 1,160 | -3.41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 242,683 | 0.02 | 11,039 | 4.38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,286 | 7.56 | 286 | 12.20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,188 | 736 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51,050 | 7.75 | 2,322 | 12.45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41,146 | 5.02 | 1,872 | 9.61 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 21,972 | 0.45 | 1,000 | 4.83 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 73,466 | 1.89 | 3,342 | 6.30 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 111,067 | 3.85 | 5,052 | 8.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,179 | 10.68 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104,901 | 22.12 | 4,772 | 27.43 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 9,961 | 5.18 | 453 | 9.95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 108,166 | 7.51 | 4,920 | 12.20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23,697 | 3.94 | 1,078 | 8.46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190,340 | 16.22 | 8,658 | 21.29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26,460 | 1,204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70,919 | 35.07 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,819 | 13.71 | 1,538 | 18.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82,138 | 9.13 | 3,736 | 14.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 223,080 | 4.31 | 10,147 | 8.85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28,835 | 6.43 | 1,312 | 11.01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 130,614 | 3.86 | 5,945 | 8.60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19,370 | 57.85 | 881 | 64.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50,328 | 5.02 | 2,289 | 9.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,737 | 99.82 | 443 | 108.49 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0.24 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 315,333 | 97.68 | 14,344 | 106.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 571,912 | 1.37 | 26,015 | 5.78 |
