JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
89 hedge funds and large institutions have $355M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $307M → $355M (+$47.3M)
7% more funds holding
Funds holding: 83 → 89 (+6)
0.21% less ownership
Funds ownership: 75.6% → 75.39% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.36M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.8M |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$2.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.08M |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.25M |
| 3 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$2.14M |
| 4 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
-$2.13M |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$1.36M |
JPSE Hedge Fund Activity: Q4 2023 in Review
89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2023, worth a combined $355M — up 15% from $307M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JPSE positions and 7 closed out — a net gain of 6 holders — while 39 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.36M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.7M sold.
- 89 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2023, up from 83 in Q3 2023.
- Funds reported $355M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 13 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2023 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $5.36M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2023 was Citadel Advisors, an estimated $4.7M sold.
Based on aggregated 13F filings for Q4 2023.