JPSE

Jpm Diversified Rt Small Cap

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Jpm Diversified Rt Small Cap (JPSE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpm Diversified Rt Small Cap (JPSE), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpm Diversified Rt Small Cap (JPSE) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpm Diversified Rt Small Cap (JPSE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 58.62%
3.2%
$17.94M
383,263 shares@ 46.81 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 4.02%
1.56%
$10.714M
228,895 shares@ 46.81 avg price
Michael Howard@Appleton Partners Inc Ma
Recent Activity
Decreased -0.42%
0.62%
$8.283M
176,944 shares@ 46.82 avg price
Ann E. Cohen@Hartford Financial Management Inc.
Recent Activity
Decreased -0.55%
1.55%
$7.538M
161,040 shares@ 46.81 avg price
Doug Whittle@Financial Advocates Investment Management
Recent Activity
Decreased -9.46%
0.38%
$6.565M
140,254 shares@ 46.81 avg price
Scott K Sprinkle@Sprinkle Financial Consultants Llc
Recent Activity
Increased 7.85%
3.42%
$5.017M
107,185 shares@ 46.81 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 5.43%
0.03%
$4.565M
97,532 shares@ 46.81 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Decreased -0.76%
0.88%
$3.776M
80,658 shares@ 46.81 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Decreased -82.61%
0.36%
$2.71M
57,904 shares@ 46.81 avg price
Matthew Stolen@Kingsview Wealth Management, Llc
Recent Activity
Increased 1.03%
0.05%
$2.505M
53,516 shares@ 46.81 avg price

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