JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF ETF is a security (CUSIP 46641Q845) tracked across SEC portfolio filings. 125 institutional managers reported $440.3M on Form 13F as of 2026-06-30.
Showing 15 of 125 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Koss-Olinger Consulting, LLC | GAINESVILLE, FL | $53.9M | 1,028,198 |
| LPL Financial LLC | FORT MILL, SC | $47.6M | 907,121 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $38.7M | 738,588 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $32.0M | 610,879 |
| Hartford Financial Management Inc. | WEST HARTFORD, CT | $19.4M | 322,294 |
| Royal Bank of Canada | TORONTO, A6 | $15.7M | 299,535 |
| Aprio Wealth Management, LLC | ATLANTA, GA | $15.5M | 257,360 |
| MORGAN STANLEY | NEW YORK, NY | $14.3M | 272,566 |
| Goldstein Advisors, LLC | Madison, WI | $13.9M | 230,728 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $11.2M | 213,561 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $11.0M | 182,399 |
| Sprinkle Financial Consultants LLC | LITTLETON, CO | $10.8M | 179,745 |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA | $10.0M | 190,331 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $10.0M | 165,572 |
| Keystone Financial Services, LLC | OMAHA, NE | $9.7M | 161,413 |