We are live on ! Find out more
JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

114 hedge funds and large institutions have $427M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $397M → $427M (+$30.2M)

4% more funds holding

Funds holding: 110114 (+4)

1.05% more ownership

Funds ownership: 78.1%79.16% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
39
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$53.9M -$10.9M -205,289 -17%
LPL Financial
2
LPL Financial
California
$47.6M +$374K +7,024 +0.8%
Raymond James Financial
3
Raymond James Financial
Florida
$38.7M -$503K -9,442 -1%
Bank of America
4
Bank of America
North Carolina
$32M +$1.37M +25,608 +4%
HFM
5
Hartford Financial Management
Connecticut
$17.3M -$228K -4,283 -1%
AWM
6
Aprio Wealth Management
Georgia
$16.6M +$334K +6,270 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M -$462K -8,674 -3%
Morgan Stanley
8
Morgan Stanley
New York
$14.3M -$972K -18,222 -6%
GA
9
Goldstein Advisors
Wisconsin
$12.1M +$117K +2,202 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$316K +5,925 +3%
AP
11
Appleton Partners
Massachusetts
$10M +$38K +712 +0.4%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$9.98M -$295K -5,528 -3%
SFC
13
Sprinkle Financial Consultants
Colorado
$9.17M +$1.33M +24,956 +17%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$8.46M +$252K +4,731 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.98M +$6.9M +129,361 +496%
FSAG
16
Financial Solutions Advisory Group
Illinois
$7.7M +$7.83M +146,873 New
TAM
17
Tocqueville Asset Management
New York
$7.36M +$10.1K +189 +0.1%
MCA
18
Magnolia Capital Advisors
Mississippi
$7.34M +$7.46M +139,921 New
Truist Financial
19
Truist Financial
North Carolina
$7.07M +$549K +10,302 +8%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$7M +$1.37M +25,654 +23%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.75M -$3.53M -66,194 -34%
IAG
22
Ipsen Advisor Group
Arkansas
$6.06M +$136K +2,556 +2%
DC
23
Davenport & Co
Virginia
$5.65M +$11.1K +208 +0.2%
CAWM
24
Capital Advisors Wealth Management
Washington
$4.77M -$232K -4,360 -5%
KWM
25
Kingsview Wealth Management
Oregon
$3.82M +$172K +3,234 +5%

JPSE Hedge Fund Activity: Q1 2026 in Review

114 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2026, worth a combined $427M — up 7.6% from $397M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPSE positions and 7 closed out — a net gain of 6 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $7.46M. The largest seller was Koss-Olinger Consulting, cutting an estimated $10.9M.

  • 114 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $427M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2026 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2026 was Magnolia Capital Advisors, an estimated $7.46M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2026 was Koss-Olinger Consulting, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.