# JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF ETF

JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF ETF is a security (CUSIP 46641Q845) tracked across SEC portfolio filings. 125 institutional managers reported $440.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
- Class: ETF
- CUSIP: 46641Q845
- 13F holders: 125
- 13F value: $440.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 125 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Koss-Olinger Consulting, LLC](https://search.stillhousedata.com/firm/111855) | GAINESVILLE, FL | $53.9M | 1,028,198 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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.](https://search.stillhousedata.com/firm/105039) | WEST HARTFORD, CT | $19.4M | 322,294 |
| Royal Bank of Canada | TORONTO, A6 | $15.7M | 299,535 |
| [Aprio Wealth Management, LLC](https://search.stillhousedata.com/firm/127333) | ATLANTA, GA | $15.5M | 257,360 |
| MORGAN STANLEY | NEW YORK, NY | $14.3M | 272,566 |
| [Goldstein Advisors, LLC](https://search.stillhousedata.com/firm/323125) | 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](https://search.stillhousedata.com/firm/112227) | LITTLETON, CO | $10.8M | 179,745 |
| [Gerber Kawasaki Wealth & Investment Management](https://search.stillhousedata.com/firm/153649) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46641Q845.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.