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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $367M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
43
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.29M +$194K +4,451 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.23M -$3.72M -85,298 -63%
FCM
28
Family Capital Management
Michigan
$2.09M +$107K +2,445 +5%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.07M +$102K +2,333 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$1.73M +$1.73M +39,576 New
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.71M +$340K +7,799 +25%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.67M +$839K +19,249 +100%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.43M +$125K +2,867 +10%
FTS
34
Fifth Third Securities
Ohio
$1.3M +$113K +2,589 +10%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.24M +$537K +12,316 +76%
KW
36
KWB Wealth
California
$1.2M -$38.9K -830 -3%
LA
37
LexAurum Advisors
Kansas
$1.19M +$29.7K +681 +3%
CWM
38
Cornerstone Wealth Management
Missouri
$1.18M -$55.1K -1,265 -4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.14M +$38.3K +878 +3%
NA
40
NewEdge Advisors
Louisiana
$1.01M +$6.67K +153 +0.7%
PJSIMP
41
P.J. Schmidt Investment Management (PJS)
Wisconsin
$994K +$15.8K +363 +2%
AWS
42
Atria Wealth Solutions
New York
$976K +$45.9K +1,052 +5%
LAS
43
LWM Advisory Services
Florida
$953K -$29.6K -680 -3%
TFA
44
Teamwork Financial Advisors
Texas
$893K -$1.63M -37,417 -65%
GS
45
GTS Securities
New York
$827K -$7.5K -172 -0.9%
KAS
46
Kestra Advisory Services
Texas
$802K +$63.7K +1,461 +9%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$740K -$340K -7,811 -32%
IFA
48
Interactive Financial Advisors
Illinois
$726K -$6.93K -159 -0.9%
GCM
49
Gallacher Capital Management
Colorado
$711K -$2.09K -48 -0.3%
SWP
50
Stratos Wealth Partners
Ohio
$648K -$36.5K -838 -5%