JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
114 hedge funds and large institutions have $427M 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, 41 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $397M → $427M (+$30.2M)
4% more funds holding
Funds holding: 110 → 114 (+4)
1.05% more ownership
Funds ownership: 78.1% → 79.16% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$7.46M |
| 2 |
JP Morgan Chase
New York
|
+$6.9M |
| 3 |
EH
Equitable Holdings
New York
|
+$2.8M |
| 4 |
Two Sigma Investments
New York
|
+$1.94M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$10.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.53M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.69M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.24M |
| 5 |
Morgan Stanley
New York
|
-$972K |
JPSE Hedge Fund Activity: Q1 2026 in Review
114 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2026, worth a combined $427M — up 7.6% from $397M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPSE positions and 7 closed out — a net gain of 6 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $7.46M. The largest seller was Koss-Olinger Consulting, cutting an estimated $10.9M.
- 114 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2026, up from 110 in Q4 2025.
- Funds reported $427M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
- 13 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2026 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2026 was Magnolia Capital Advisors, an estimated $7.46M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2026 was Koss-Olinger Consulting, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2026.