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JPMorgan Diversified Return US Small Cap Equity ETF

98 hedge funds and large institutions have $369M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.14% less ownership

Funds ownership: 74.14%70% (-4.1%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
98
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
$56.4M
LPL Financial
2
LPL Financial
California
$42.9M
Raymond James Financial
3
Raymond James Financial
Florida
$38.3M
Bank of America
4
Bank of America
North Carolina
$28.8M
HFM
5
Hartford Financial Management
Connecticut
$16M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15M
Morgan Stanley
7
Morgan Stanley
New York
$13.1M
GA
8
Goldstein Advisors
Wisconsin
$11.8M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.78M
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$9.62M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$9.6M
AP
12
Appleton Partners
Massachusetts
$9.23M
TAM
13
Tocqueville Asset Management
New York
$7.82M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$7.66M
SFC
15
Sprinkle Financial Consultants
Colorado
$6.65M
IAG
16
Ipsen Advisor Group
Arkansas
$5.59M
Truist Financial
17
Truist Financial
North Carolina
$5.38M
DC
18
Davenport & Co
Virginia
$5.38M
CAWM
19
Capital Advisors Wealth Management
Washington
$4.75M
Jones Financial Companies
20
Jones Financial Companies
Missouri
$4.55M
KWM
21
Kingsview Wealth Management
Oregon
$4.15M
FPF
22
First Pacific Financial
Washington
$3.56M
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.95M
Stifel Financial
24
Stifel Financial
Missouri
$2.86M
Osaic Holdings
25
Osaic Holdings
Arizona
$2.64M