JPSE icon

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
FPF
26
First Pacific Financial
Washington
$3.77M
FCM
27
Family Capital Management
Michigan
$3.46M
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.83M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.81M
EH
30
Equitable Holdings
New York
$2.76M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.43M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.21M
SWTS
33
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.15M
LA
34
LexAurum Advisors
Kansas
$1.98M
Two Sigma Investments
35
Two Sigma Investments
New York
$1.91M
FTS
36
Fifth Third Securities
Ohio
$1.77M
AIM
37
Advyzon Investment Management
Illinois
$1.72M
JWCA
38
J.W. Cole Advisors
Florida
$1.66M
CWM
39
Cornerstone Wealth Management
Missouri
$1.41M
KW
40
KWB Wealth
California
$1.37M
Financial Engines Advisors
41
Financial Engines Advisors
California
$1.22M
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M
MWM
43
Modern Wealth Management
Kansas
$1.09M
SA
44
Sanctuary Advisors
Indiana
$1.01M
GS
45
GTS Securities
New York
$998K
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$751K
CD
47
Capital Developers
North Carolina
$712K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$710K
OHWP
49
Oak Harbor Wealth Partners
North Carolina
$709K
GCM
50
Gallacher Capital Management
Colorado
$706K