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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $351M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $367M → $351M (-$15.9M)

1.61% less ownership

Funds ownership: 75.89%74.28% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
36
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.8M -$136K -3,158 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.42M +$93.7K +2,171 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M +$159K +3,673 +8%
FCM
29
Family Capital Management
Michigan
$2.29M +$104K +2,404 +5%
LA
30
LexAurum Advisors
Kansas
$2.07M +$784K +18,147 +66%
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.87M +$84.8K +1,965 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.65M +$151K +3,491 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.56M -$174K -4,032 -10%
FTS
34
Fifth Third Securities
Ohio
$1.54M +$176K +4,077 +14%
CWM
35
Cornerstone Wealth Management
Missouri
$1.31M +$75.2K +1,741 +6%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.24M -$52.9K -1,226 -4%
Financial Engines Advisors
37
Financial Engines Advisors
California
$1.2M +$1.14M +26,460 New
KW
38
KWB Wealth
California
$1.16M +$41.6K +964 +4%
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M +$38.8K +899 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.08M -$108K -2,509 -10%
NA
41
NewEdge Advisors
Louisiana
$1.03M -$28.5K -659 -3%
LAS
42
LWM Advisory Services
Florida
$1,000K +$4.27K +99 +0.5%
OHWP
43
Oak Harbor Wealth Partners
North Carolina
$881K +$307K +7,099 +58%
GS
44
GTS Securities
New York
$863K
IFA
45
Interactive Financial Advisors
Illinois
$751K -$6.69K -155 -0.9%
JWCA
46
J.W. Cole Advisors
Florida
$736K +$699K +16,188 New
GCM
47
Gallacher Capital Management
Colorado
$727K -$14.2K -328 -2%
IFG
48
Independent Financial Group
California
$673K +$55K +1,275 +9%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$648K -$118K -2,739 -16%
RFN
50
Redwood Financial Network
Ohio
$643K -$17.5K -406 -3%

JPSE Hedge Fund Activity: Q2 2025 in Review

102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2025, worth a combined $351M — down 4.3% from $367M a quarter earlier.

Fund positioning in JPSE was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Raymond James Financial, cutting an estimated $22.7M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $351M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $8.05M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.