We are live on ! Find out more
JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

40 hedge funds and large institutions have $158M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $139M → $158M (+$18.6M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0.94% more ownership

Funds ownership: 75.63%76.57% (+0.94%)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
14
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$588K -$191K -4,406 -25%
Goldman Sachs
27
Goldman Sachs
New York
$570K -$190K -4,379 -25%
IFG
28
Independent Financial Group
California
$482K +$477K +10,998 New
TFS
29
Thoroughbred Financial Services
Tennessee
$429K +$425K +9,801 New
SWP
30
Stratos Wealth Partners
Ohio
$243K +$241K +5,555 New
AWS
31
Atria Wealth Solutions
New York
$241K +$239K +5,506 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$229K -$536K -12,377 -70%
HCM
33
Hengehold Capital Management
Ohio
$209K
MA
34
MUFG Americas
New York
$188K
IA
35
IFP Advisors
Florida
$138K +$183K +4,212 +2,117%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$26K
UBS Group
37
UBS Group
Switzerland
$21K -$28.9K -666 -58%
SL
38
Savior LLC
Massachusetts
$14K
MCC
39
Money Concepts Capital
Florida
$13K -$69.4K -1,600 -84%
Citigroup
40
Citigroup
New York
$2K +$1.99K +46 New
MFG
41
Menard Financial Group
Texas
-$1.74M -37,932 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
-$1.26M -27,381 Closed
OPS
43
Orion Portfolio Solutions
Nebraska
-$912K -19,837 Closed
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
-$223K -4,853 Closed
FWM
45
Frontier Wealth Management
Missouri
-$209K -4,554 Closed
ACK
46
Andrew C. Karlinski
-$76K -1,662 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
-$6K -130 Closed
Wells Fargo
48
Wells Fargo
California
-$43 -1 Closed

JPSE Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2022, worth a combined $158M — up 13% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPSE positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.3M. The largest seller was Menard Financial Group, exiting entirely with an estimated $1.74M sold.

  • 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $158M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $11.3M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2022 was Menard Financial Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2022.