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JPMorgan Diversified Return US Small Cap Equity ETF

99 hedge funds and large institutions have $354M 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, 34 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
34
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.23M +$838K +18,414 +35%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.8M -$144K -3,158 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M +$167K +3,673 +8%
FCM
29
Family Capital Management
Michigan
$2.29M +$109K +2,404 +5%
LA
30
LexAurum Advisors
Kansas
$2.07M +$825K +18,147 +66%
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.87M +$89.4K +1,965 +5%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.65M +$159K +3,491 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.56M -$183K -4,032 -10%
FTS
34
Fifth Third Securities
Ohio
$1.54M +$185K +4,077 +14%
CWM
35
Cornerstone Wealth Management
Missouri
$1.31M +$79.2K +1,741 +6%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.24M -$55.8K -1,226 -4%
Financial Engines Advisors
37
Financial Engines Advisors
California
$1.2M +$1.2M +26,460 New
KW
38
KWB Wealth
California
$1.16M +$42K +964 +4%
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M +$40.9K +899 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.08M -$114K -2,509 -10%
NA
41
NewEdge Advisors
Louisiana
$1.03M -$30K -659 -3%
LAS
42
LWM Advisory Services
Florida
$1,000K +$4.5K +99 +0.5%
OHWP
43
Oak Harbor Wealth Partners
North Carolina
$881K +$323K +7,099 +58%
GS
44
GTS Securities
New York
$863K
IFA
45
Interactive Financial Advisors
Illinois
$751K -$7.05K -155 -0.9%
JWCA
46
J.W. Cole Advisors
Florida
$736K +$736K +16,188 New
GCM
47
Gallacher Capital Management
Colorado
$727K -$14.9K -328 -2%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$648K -$125K -2,739 -16%
RFN
49
Redwood Financial Network
Ohio
$643K -$18.5K -406 -3%
Citadel Advisors
50
Citadel Advisors
Florida
$537K -$1.26M -27,766 -70%