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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $354M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $367M → $354M (-$12.2M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$56.8M
LPL Financial
2
LPL Financial
California
$37.9M
Raymond James Financial
3
Raymond James Financial
Florida
$36.2M
Bank of America
4
Bank of America
North Carolina
$26M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M
HFM
6
Hartford Financial Management
Connecticut
$14.3M
Morgan Stanley
7
Morgan Stanley
New York
$12M
GA
8
Goldstein Advisors
Wisconsin
$11M
Stifel Financial
9
Stifel Financial
Missouri
$10.1M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.66M
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.6M
AP
12
Appleton Partners
Massachusetts
$8.29M
TAM
13
Tocqueville Asset Management
New York
$7.1M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$6.86M
Osaic Holdings
15
Osaic Holdings
Arizona
$6.21M
Ameriprise
16
Ameriprise
Minnesota
$5.95M
SFC
17
Sprinkle Financial Consultants
Colorado
$5.76M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.53M
IAG
19
Ipsen Advisor Group
Arkansas
$5.05M
DC
20
Davenport & Co
Virginia
$4.92M
KWM
21
Kingsview Wealth Management
Oregon
$4.77M
FAIM
22
Financial Advocates Investment Management
Washington
$4.32M
CAWM
23
Capital Advisors Wealth Management
Washington
$4.14M
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.74M
FPF
25
First Pacific Financial
Washington
$3.34M