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JPMorgan Diversified Return US Small Cap Equity ETF

100 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, 35 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $367M → $354M (-$12.2M)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.23M
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.8M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.32M
FCM
29
Family Capital Management
Michigan
$2.29M
LA
30
LexAurum Advisors
Kansas
$2.07M
SWTS
31
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.87M
MML Investors Services
32
MML Investors Services
Massachusetts
$1.65M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.56M
FTS
34
Fifth Third Securities
Ohio
$1.54M
CWM
35
Cornerstone Wealth Management
Missouri
$1.31M
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.24M
Financial Engines Advisors
37
Financial Engines Advisors
California
$1.2M
KW
38
KWB Wealth
California
$1.16M
PJSIMP
39
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.08M
NA
41
NewEdge Advisors
Louisiana
$1.03M
LAS
42
LWM Advisory Services
Florida
$1,000K
OHWP
43
Oak Harbor Wealth Partners
North Carolina
$881K
GS
44
GTS Securities
New York
$863K
IFA
45
Interactive Financial Advisors
Illinois
$751K
JWCA
46
J.W. Cole Advisors
Florida
$736K
GCM
47
Gallacher Capital Management
Colorado
$727K
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$648K
RFN
49
Redwood Financial Network
Ohio
$643K
Citadel Advisors
50
Citadel Advisors
Florida
$537K