JPSE — JPM DIVERSIFIED RT SMALL CAP
As of Q2 2026, 8 SEC-registered investment managers reported holding JPSE (JPM DIVERSIFIED RT SMALL CAP) in their latest 13F filings, with a combined reported value of $56.34M across 937.11K shares. That is +1.7% by share count (+15.24K shares) versus the previous quarter, while reported value moved +16.6%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 415.70K | $25.01M | 0.00% | Reduce |
| Morgan Stanley history | 309.89K | $18.64M | 0.00% | Add |
| JPMorgan Chase & Co history | 194.65K | $11.67M | 0.00% | New |
| Two Sigma Investments history | 11.30K | $679.87K | 0.00% | Reduce |
| Citadel Advisors history | 3.43K | $206.49K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.12K | $127.58K | 0.00% | Add |
| UBS Group AG history | 8 | $481 | 0.00% | New |
| Wells Fargo & Co history | 7 | $446 | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 610.88K | $32.03M | 0.00% | Add |
| Morgan Stanley history | 272.57K | $14.29M | 0.00% | Reduce |
| Two Sigma Investments history | 36.40K | $1.91M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.99K | $104.48K | 0.00% | Add |
| Wells Fargo & Co history | 26 | $1.36K | 0.00% | Add |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 585.27K | $29.31M | 0.00% | Add |
| Morgan Stanley history | 290.79K | $14.56M | 0.00% | Add |
| JPMorgan Chase & Co history | 26.10K | $1.31M | 0.00% | Hold |
| Goldman Sachs Group history | 11.89K | $595.38K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.23K | $61.48K | 0.00% | Add |
| UBS Group AG history | 436 | $21.83K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $34 | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 577.63K | $28.77M | 0.00% | Add |
| Morgan Stanley history | 263.21K | $13.11M | 0.00% | Hold |
| JPMorgan Chase & Co history | 26.01K | $1.30M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.22K | $60.50K | 0.00% | Add |
| UBS Group AG history | 436 | $21.72K | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 571.91K | $26.02M | 0.00% | Add |
| Morgan Stanley history | 263.45K | $11.98M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 27.23K | $1.24M | 0.00% | Reduce |
| Citadel Advisors history | 11.81K | $537.21K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.05K | $47.57K | 0.00% | Reduce |
| UBS Group AG history | 436 | $19.83K | 0.00% | Hold |
| Wells Fargo & Co history | 20 | $897 | 0.00% | New |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 564.19K | $24.59M | 0.00% | Add |
| Morgan Stanley history | 281.27K | $12.26M | 0.00% | Hold |
| Citadel Advisors history | 39.58K | $1.73M | 0.00% | New |
| JPMorgan Chase & Co history | 28.45K | $1.24M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.30K | $56.79K | 0.00% | Add |
| UBS Group AG history | 436 | $19.00K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 194.65K sh · $11.67M
- Citadel Advisors 3.43K sh · $206.49K
- UBS Group AG 8 sh · $481
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 415.70K | 610.88K | 585.27K | 577.63K | 571.91K | 564.19K | 549.11K | 485.05K | 501.12K | 498.44K | 493.88K | 485.27K | 484.94K | 482.41K | 483.61K | 477.47K | 464.21K | 403.23K | 384.75K | 384.72K |
| Morgan Stanley | 309.89K | 272.57K | 290.79K | 263.21K | 263.45K | 281.27K | 281.57K | 258.48K | 256.44K | 235.10K | 139.27K | 144.52K | 350.57K | 352.92K | 279.62K | 181.51K | 134.99K | 128.02K | 97.35K | 79.68K |
| JPMorgan Chase & Co | 194.65K | — | 26.10K | 26.01K | 27.23K | 28.45K | 16.14K | 17.58K | 15.98K | 14.05K | 25.87K | 8.98K | 2.40K | 6.32K | 1.87K | 357 | — | — | — | 204 |
| Two Sigma Investments | 11.30K | 36.40K | — | — | — | — | 4.90K | — | — | — | 5.00K | 7.60K | — | — | — | — | — | — | — | — |
| Citadel Advisors | 3.43K | — | — | — | 11.81K | 39.58K | — | 14.09K | 40.17K | — | — | 119.61K | — | — | — | — | — | — | — | 11.88K |
| Fidelity Management & Research (FMR) | 2.12K | 1.99K | 1.23K | 1.22K | 1.05K | 1.30K | 1.24K | 1.14K | 1.25K | 590 | 671 | 943 | 580 | 948 | 579 | 587 | 587 | 587 | 587 | 588 |
| UBS Group AG | 8 | — | 436 | 436 | 436 | 436 | 436 | — | — | 7.81K | — | — | — | — | — | 4.21K | — | 479 | 1.15K | — |
| Wells Fargo & Co | 7 | 26 | 1 | — | 20 | — | — | — | 1 | 1 | 3.38K | 7.64K | 3.30K | — | — | 1 | — | — | 1 | — |
| Goldman Sachs Group | — | — | 11.89K | — | — | — | — | — | 12.19K | 42.21K | — | 13.01K | 29.91K | 20.57K | 13.01K | 13.01K | 13.01K | 13.01K | 17.39K | 20.79K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 46 | 46 | 46 | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | 720 | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details