JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
58 hedge funds and large institutions have $181M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
29% more funds holding
Funds holding: 45 → 58 (+13)
28% more capital invested
Capital invested by funds: $142M → $181M (+$39.1M)
4.2% more ownership
Funds ownership: 71.58% → 75.78% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.69M |
| 3 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$5.93M |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$5.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.09M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$588K |
| 3 |
PA
Pinnacle Associates
New York
|
-$347K |
| 4 |
PWMAG
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
-$347K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $13K | +$14.1K | +357 | New |
|
|
SWM
52
Stapp Wealth Management
Olympia,
Washington
| $6K | +$6.9K | +175 | New |
|
|
FFA
53
Founders Financial Alliance
Raleigh,
North Carolina
| $3K | – | – | – |
|
54
Citigroup
New York
| $2K | – | – | – |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $1K | – | – | – |
|
|
PB
56
Pinnacle Bancorp
Beatrice,
Nebraska
| $1K | +$986 | +25 | New |
|
|
GRP
57
Global Retirement Partners
San Rafael,
California
| $1K | +$1.26K | +32 | New |
|
|
58
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$244K | -6,441 | Closed |
|
|
5L
59
55I LLC
Boston,
Massachusetts
| – | -$203K | -5,438 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$24K | -650 | Closed |
|
61
Wells Fargo
San Francisco,
California
| – | +$39 | +1 | New |
|
JPSE Hedge Fund Activity: Q3 2022 in Review
58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2022, worth a combined $181M — up 28% from $142M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPSE positions and 3 closed out — a net gain of 13 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was Koss-Olinger Consulting, adding an estimated $12M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.09M.
- 58 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2022, up from 45 in Q2 2022.
- Funds reported $181M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2022, up 28% quarter-over-quarter.
- 16 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2022 and 3 closed out, a net change of +13 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2022 was Koss-Olinger Consulting, an estimated $12M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2022.