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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

98 hedge funds and large institutions have $353M 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, 34 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
34
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.9M
2
HFM
2
Hartford Financial Management
Connecticut
$14.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.21M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.66M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.2M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.2M
2
CAWM
2
Capital Advisors Wealth Management
Washington
$4.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.4M
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.32M
5
Citadel Advisors
5
Citadel Advisors
Florida
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
1
Koss-Olinger Consulting
Florida
$56.8M 1,248,672 -19,374 -2%
LPL Financial
2
LPL Financial
California
$37.9M 832,355 +186,401 +29%
Raymond James Financial
3
Raymond James Financial
Florida
$36.2M 796,316 -525,688 -40%
Bank of America
4
Bank of America
North Carolina
$26M 571,912 +7,723 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M 316,645 -144,561 -31%
HFM
6
Hartford Financial Management
Connecticut
$14.3M 315,333 +155,815 +98%
Morgan Stanley
7
Morgan Stanley
New York
$12M 263,455 -17,817 -6%
GA
8
Goldstein Advisors
Wisconsin
$11M 242,683 +51 +0%
Stifel Financial
9
Stifel Financial
Missouri
$10.1M 223,080 +9,223 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.66M 190,340 +26,569 +16%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.6M 188,962 +3,305 +2%
AP
12
Appleton Partners
Massachusetts
$8.29M 182,143 -150 -0.1%
TAM
13
Tocqueville Asset Management
New York
$7.1M 156,068 -1,431 -0.9%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$6.86M 150,714 +7,539 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.21M 132,756 +81,626 +160%
Ameriprise
16
Ameriprise
Minnesota
$5.95M 130,614 +4,853 +4%
SFC
17
Sprinkle Financial Consultants
Colorado
$5.76M 126,612 -5,946 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.53M 121,567 -5,379 -4%
IAG
19
Ipsen Advisor Group
Arkansas
$5.05M 111,067 +4,120 +4%
DC
20
Davenport & Co
Virginia
$4.92M 108,166 +7,556 +8%
KWM
21
Kingsview Wealth Management
Oregon
$4.77M 104,901 +19,002 +22%
FAIM
22
Financial Advocates Investment Management
Washington
$4.32M 95,024 -45,596 -32%
CAWM
23
Capital Advisors Wealth Management
Washington
$4.14M 90,974 -358,098 -80%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$3.74M 82,138 +6,871 +9%
FPF
25
First Pacific Financial
Washington
$3.34M 73,466 +1,362 +2%
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