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JPMorgan Diversified Return US Small Cap Equity ETF

43 hedge funds and large institutions have $140M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $135M → $140M (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.89% less ownership

Funds ownership: 80.5%79.62% (-0.89%)

4% less funds holding

Funds holding: 4543 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$850K +$13.2K +303 +2%
Jane Street
27
Jane Street
New York
$821K -$418K -9,590 -34%
JP Morgan Chase
28
JP Morgan Chase
New York
$704K +$683K +15,668 +7,680%
LA
29
LexAurum Advisors
Kansas
$640K -$4.84K -111 -0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$332K -$17.3K -396 -5%
KAS
31
Kestra Advisory Services
Texas
$239K -$29.1K -668 -11%
FWM
32
Frontier Wealth Management
Missouri
$228K -$115K -2,645 -34%
IFA
33
Interactive Financial Advisors
Illinois
$216K +$64.1K +1,470 +43%
HCM
34
Hengehold Capital Management
Ohio
$211K
MA
35
MUFG Americas
New York
$191K -$6.85K -157 -4%
CFGS
36
Concourse Financial Group Securities
Alabama
$108K +$2.83K +65 +3%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$26K
SFSIG
38
San Francisco Sentry Investment Group
California
$13K
IA
39
IFP Advisors
Florida
$9K +$8.68K +199 New
HI
40
Harbour Investments
Wisconsin
$4K
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$4K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SFS
43
Sowell Financial Services
Arkansas
-$53K -1,229 Closed
CAL
44
Capital Analysts LLC
Pennsylvania
-$23K -546 Closed
EP
45
Eudaimonia Partners
Tennessee
-$20K -464 Closed
BFC
46
Bedel Financial Consulting
Indiana
-$3K -65 Closed

JPSE Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2021, worth a combined $140M — up 3.8% from $135M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JPSE and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 17 added.

The largest buyer was Koss-Olinger Consulting, adding an estimated $2.14M. The largest seller was CreativeOne Wealth, cutting an estimated $7.01M.

  • 43 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $140M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 3 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2021 was Koss-Olinger Consulting, an estimated $2.14M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2021 was CreativeOne Wealth, an estimated $7.01M sold.

Based on aggregated 13F filings for Q2 2021.