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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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.23M 70,919 +18,414 +35%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.8M 61,460 -3,158 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M 51,050 +3,673 +8%
FCM
29
Family Capital Management
Michigan
$2.29M 50,328 +2,404 +5%
LA
30
LexAurum Advisors
Kansas
$2.07M 45,552 +18,147 +66%
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.87M 41,146 +1,965 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.65M 36,179 +3,491 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.56M 34,391 -4,032 -10%
FTS
34
Fifth Third Securities
Ohio
$1.54M 33,819 +4,077 +14%
CWM
35
Cornerstone Wealth Management
Missouri
$1.31M 28,835 +1,741 +6%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.24M 27,229 -1,226 -4%
Financial Engines Advisors
37
Financial Engines Advisors
California
$1.2M 26,460 +26,460 New
KW
38
KWB Wealth
California
$1.16M 26,623 +964 +4%
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M 23,697 +899 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.08M 23,663 -2,509 -10%
NA
41
NewEdge Advisors
Louisiana
$1.03M 22,601 -659 -3%
LAS
42
LWM Advisory Services
Florida
$1,000K 21,972 +99 +0.5%
OHWP
43
Oak Harbor Wealth Partners
North Carolina
$881K 19,370 +7,099 +58%
GS
44
GTS Securities
New York
$863K 18,972 – –
IFA
45
Interactive Financial Advisors
Illinois
$751K 16,507 -155 -0.9%
JWCA
46
J.W. Cole Advisors
Florida
$736K 16,188 +16,188 New
GCM
47
Gallacher Capital Management
Colorado
$727K 15,973 -328 -2%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$648K 14,241 -2,739 -16%
RFN
49
Redwood Financial Network
Ohio
$643K 14,131 -406 -3%
Citadel Advisors
50
Citadel Advisors
Florida
$537K 11,810 -27,766 -70%
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