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JPMorgan Diversified Return US Small Cap Equity ETF

98 hedge funds and large institutions have $369M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.14% less ownership

Funds ownership: 74.14%70% (-4.1%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
98
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
CCM
51
Compass Capital Management
Minnesota
$606K
RFN
52
Redwood Financial Network
Ohio
$604K
NA
53
Nottingham Advisors
New York
$550K
HighTower Advisors
54
HighTower Advisors
Illinois
$479K
KAS
55
KPP Advisory Services
Kentucky
$446K
PA
56
Pinnacle Associates
New York
$441K
PWMAG
57
Pinnacle Wealth Management Advisory Group
New Jersey
$441K
SI
58
Stephens Inc
Arkansas
$406K
PFS
59
Prospera Financial Services
Texas
$375K
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$374K
ACP
61
Aviance Capital Partners
Florida
$354K
KPWS
62
Kestra Private Wealth Services
Texas
$334K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$302K
SWP
64
Stratos Wealth Partners
Ohio
$294K
Mariner
65
Mariner
Kansas
$283K
IF
66
Intrua Financial
Texas
$274K
SWP
67
Sagespring Wealth Partners
Tennessee
$272K
NFG
68
Nations Financial Group
Iowa
$268K
TFS
69
Thoroughbred Financial Services
Tennessee
$261K
KAS
70
Kestra Advisory Services
Texas
$254K
BBL
71
Beck Bode LLC
Massachusetts
$217K
FAIM
72
Financial Advocates Investment Management
Washington
$215K
HSA
73
HBK Sorce Advisory
Pennsylvania
$205K
FFA
74
Farther Finance Advisors
California
$145K
AFG
75
Albion Financial Group
Utah
$78.4K