JPSE

Jpm Diversified Rt Small Cap

Latest period2026 - Q2Total superinvestors20

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 20 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
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Increased 0.03%
1.27%
$13.882M
230,728 shares@ 60.17 avg price
Scott K Sprinkle@Sprinkle Financial Consultants Llc
Recent Activity
Increased 2.82%
4.25%
$10.815M
179,745 shares@ 60.17 avg price
MARK C. SOEHN@Financial Solutions Advisory Group, Inc.
Recent Activity
Decreased -0.73%
1.1%
$8.67M
145,788 shares@ 59.47 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -12.21%
0.03%
$5.691M
94,588 shares@ 60.17 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Decreased -1.69%
0.51%
$4.255M
70,723 shares@ 60.17 avg price
Adam Musfeldt@Quantum Financial Partners Llc
Recent Activity
New Position
1.73%
$3.376M
56,119 shares@ 60.17 avg price
Jon Stanfield@Lexaurum Advisors, Llc
Recent Activity
Decreased -7.05%
0.25%
$2.113M
35,118 shares@ 60.17 avg price
Michael Howard@Appleton Partners Inc Ma
Recent Activity
Decreased -81.62%
0.13%
$2.109M
35,055 shares@ 60.17 avg price
Fernando Fussa@J.w. Cole Advisors, Inc.
Recent Activity
Increased 0.29%
0.04%
$1.915M
31,825 shares@ 60.17 avg price
Jarrett Jacobs@Fifth Third Securities, Inc.
Recent Activity
Decreased -10.88%
0.11%
$1.813M
30,136 shares@ 60.17 avg price

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