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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.57M
FCM
27
Family Capital Management
Michigan
$2.56M
LA
28
LexAurum Advisors
Kansas
$2.45M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.09M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.05M
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.03M
Jane Street
32
Jane Street
New York
$1.73M
WWM
33
Western Wealth Management
Colorado
$1.72M
FTS
34
Fifth Third Securities
Ohio
$1.61M
JWCA
35
J.W. Cole Advisors
Florida
$1.57M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.4M
CWM
37
Cornerstone Wealth Management
Missouri
$1.37M
JP Morgan Chase
38
JP Morgan Chase
New York
$1.3M
Financial Engines Advisors
39
Financial Engines Advisors
California
$1.23M
KW
40
KWB Wealth
California
$1.21M
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M
NA
42
NewEdge Advisors
Louisiana
$1.13M
LAS
43
LWM Advisory Services
Florida
$1.13M
OHWP
44
Oak Harbor Wealth Partners
North Carolina
$965K
GS
45
GTS Securities
New York
$952K
Ameriprise
46
Ameriprise
Minnesota
$933K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$810K
MML Investors Services
48
MML Investors Services
Massachusetts
$710K
GCM
49
Gallacher Capital Management
Colorado
$681K
IFA
50
Interactive Financial Advisors
Illinois
$677K