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JPMorgan Diversified Return US Small Cap Equity ETF

113 hedge funds and large institutions have $426M 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, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
113
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
$53.9M
LPL Financial
2
LPL Financial
California
$47.6M
Raymond James Financial
3
Raymond James Financial
Florida
$38.7M
Bank of America
4
Bank of America
North Carolina
$32M
HFM
5
Hartford Financial Management
Connecticut
$17.3M
AWM
6
Aprio Wealth Management
Georgia
$16.6M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M
Morgan Stanley
8
Morgan Stanley
New York
$14.3M
GA
9
Goldstein Advisors
Wisconsin
$12.1M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
AP
11
Appleton Partners
Massachusetts
$10M
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$9.98M
SFC
13
Sprinkle Financial Consultants
Colorado
$9.17M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$8.46M
JP Morgan Chase
15
JP Morgan Chase
New York
$7.98M
FSAGI
16
Financial Solutions Advisory Group, Inc.
Illinois
$7.7M
TAM
17
Tocqueville Asset Management
New York
$7.36M
MCA
18
Magnolia Capital Advisors
Mississippi
$7.34M
Truist Financial
19
Truist Financial
North Carolina
$7.07M
Jones Financial Companies
20
Jones Financial Companies
Missouri
$7M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.75M
IAG
22
Ipsen Advisor Group
Arkansas
$6.06M
DC
23
Davenport & Co
Virginia
$5.65M
CAWM
24
Capital Advisors Wealth Management
Washington
$4.77M
KWM
25
Kingsview Wealth Management
Oregon
$3.82M