JPSE

Jpm Diversified Rt Small Cap

Latest period2026 - Q1Total superinvestors114

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 114 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
Thomas Kennedy@Koss-olinger Consulting, Llc
Recent Activity
Decreased -16.64%
4.52%
$53.908M
1.028M shares@ 52.44 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 0.79%
0.02%
$47.56M
907,121 shares@ 52.43 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -1.26%
0.02%
$38.724M
738,588 shares@ 52.43 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 4.38%
0.01%
$32.028M
610,879 shares@ 52.43 avg price
Ann E. Cohen@Hartford Financial Management Inc.
Recent Activity
Decreased -1.28%
4.4%
$17.255M
329,105 shares@ 52.43 avg price
Courtney Holt@Aprio Wealth Management, Llc
Recent Activity
Increased 2.03%
0.91%
$16.6M
316,608 shares@ 52.43 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Decreased -2.81%
0.01%
$15.705M
299,535 shares@ 52.44 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -6.26%
0.01%
$14.291M
272,566 shares@ 52.44 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 0.97%
1.35%
$12.094M
230,661 shares@ 52.43 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 2.86%
0.01%
$11.197M
213,561 shares@ 52.44 avg price

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