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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $371M 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, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

3.75% less ownership

Funds ownership: 74.14%70.39% (-3.7%)

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
IFA
51
Interactive Financial Advisors
Illinois
$677K
CCM
52
Compass Capital Management
Minnesota
$606K
RFN
53
Redwood Financial Network
Ohio
$604K
NA
54
Nottingham Advisors
New York
$550K
HighTower Advisors
55
HighTower Advisors
Illinois
$479K
KAS
56
KPP Advisory Services
Kentucky
$446K
PA
57
Pinnacle Associates
New York
$441K
PWMAG
58
Pinnacle Wealth Management Advisory Group
New Jersey
$441K
SI
59
Stephens Inc
Arkansas
$406K
PFS
60
Prospera Financial Services
Texas
$375K
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$374K
ACP
62
Aviance Capital Partners
Florida
$354K
KPWS
63
Kestra Private Wealth Services
Texas
$334K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$302K
SWP
65
Stratos Wealth Partners
Ohio
$294K
Mariner
66
Mariner
Kansas
$283K
IF
67
Intrua Financial
Texas
$274K
SWP
68
Sagespring Wealth Partners
Tennessee
$272K
NFG
69
Nations Financial Group
Iowa
$268K
TFS
70
Thoroughbred Financial Services
Tennessee
$261K
KAS
71
Kestra Advisory Services
Texas
$254K
BBL
72
Beck Bode LLC
Massachusetts
$217K
FAIM
73
Financial Advocates Investment Management
Washington
$215K
HSA
74
HBK Sorce Advisory
Pennsylvania
$205K
FFA
75
Farther Finance Advisors
California
$145K