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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $372M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $351M → $372M (+$20.7M)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.77% less ownership

Funds ownership: 74.28%70.51% (-3.8%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

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
11
Increased
35
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.57M +$26.4K +549 +1%
FCM
27
Family Capital Management
Michigan
$2.56M +$49.6K +1,033 +2%
LA
28
LexAurum Advisors
Kansas
$2.45M +$178K +3,706 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.09M -$1.39M -28,897 -41%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.05M +$843K +17,533 +74%
SA
31
Sanctuary Advisors
Indiana
$2.05M +$1.97M +41,072 New
SWTS
32
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.03M -$14.3K -298 -0.7%
Jane Street
33
Jane Street
New York
$1.73M +$1.66M +34,637 New
WWM
34
Western Wealth Management
Colorado
$1.72M +$1.66M +34,631 New
FTS
35
Fifth Third Securities
Ohio
$1.61M -$72.9K -1,518 -4%
JWCA
36
J.W. Cole Advisors
Florida
$1.57M +$739K +15,372 +95%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.4M -$300K -6,252 -18%
CWM
38
Cornerstone Wealth Management
Missouri
$1.37M -$66.7K -1,389 -5%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.3M -$58.4K -1,215 -4%
Financial Engines Advisors
40
Financial Engines Advisors
California
$1.23M -$85.3K -1,774 -7%
KW
41
KWB Wealth
California
$1.21M +$2.83K +59 +0.2%
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M -$31K -646 -3%
NA
43
NewEdge Advisors
Louisiana
$1.13M +$7.4K +154 +0.7%
LAS
44
LWM Advisory Services
Florida
$1.13M +$30.5K +634 +3%
OHWP
45
Oak Harbor Wealth Partners
North Carolina
$965K +$288 +6 +0%
GS
46
GTS Securities
New York
$952K +$7.21K +150 +0.8%
Ameriprise
47
Ameriprise
Minnesota
$933K -$5.38M -111,879 -86%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$810K +$96.7K +2,013 +14%
MML Investors Services
49
MML Investors Services
Massachusetts
$710K -$1.05M -21,919 -61%
GCM
50
Gallacher Capital Management
Colorado
$681K -$111K -2,311 -14%

JPSE Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2025, worth a combined $372M — up 5.9% from $351M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPSE positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $7.96M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $372M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2025 was Truist Financial, an estimated $5.19M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2025 was Stifel Financial, an estimated $7.96M sold.

Based on aggregated 13F filings for Q3 2025.