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JPMorgan Diversified Return US Small Cap Equity ETF

108 hedge funds and large institutions have $396M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
108
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
FCM
26
Family Capital Management
Michigan
$2.68M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.62M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.35M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.14M
SWTS
30
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.04M
WWM
31
Western Wealth Management
Colorado
$1.72M
FTS
32
Fifth Third Securities
Ohio
$1.68M
JWCA
33
J.W. Cole Advisors
Florida
$1.59M
KW
34
KWB Wealth
California
$1.37M
CWM
35
Cornerstone Wealth Management
Missouri
$1.35M
VW
36
Vantus Wealth
Pennsylvania
$1.35M
AIM
37
Advyzon Investment Management
Illinois
$1.35M
JP Morgan Chase
38
JP Morgan Chase
New York
$1.31M
SA
39
Sanctuary Advisors
Indiana
$1.23M
Financial Engines Advisors
40
Financial Engines Advisors
California
$1.22M
LAS
41
LWM Advisory Services
Florida
$1.18M
PJSIMP
42
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.14M
NA
43
NewEdge Advisors
Louisiana
$1.04M
Ameriprise
44
Ameriprise
Minnesota
$998K
GS
45
GTS Securities
New York
$965K
GCM
46
Gallacher Capital Management
Colorado
$804K
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$741K
CD
48
Capital Developers
North Carolina
$698K
OHWP
49
Oak Harbor Wealth Partners
North Carolina
$688K
MML Investors Services
50
MML Investors Services
Massachusetts
$625K