JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
45 hedge funds and large institutions have $135M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more capital invested
Capital invested by funds: $108M → $135M (+$26.1M)
17.75% more ownership
Funds ownership: 62.75% → 80.5% (+18%)
13% more funds holding
Funds holding: 40 → 45 (+5)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.13M |
| 2 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$2.11M |
| 3 |
Morgan Stanley
New York
|
+$1.42M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$802K |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$9.02M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.21M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$3.31M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.77M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.7M |
JPSE Hedge Fund Activity: Q1 2021 in Review
45 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2021, worth a combined $135M — up 24% from $108M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $5.13M. The largest seller was AssetMark Inc, exiting entirely with an estimated $9.02M sold.
- 45 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2021, up from 40 in Q4 2020.
- Funds reported $135M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2021, up 24% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2021 and 4 closed out, a net change of +5 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $5.13M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2021 was AssetMark Inc, an estimated $9.02M sold.
Based on aggregated 13F filings for Q1 2021.