JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $367M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
43
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFN
51
Redwood Financial Network
Ohio
$634K -$14.5K -332 -2%
OHWP
52
Oak Harbor Wealth Partners
North Carolina
$535K -$102K -2,350 -16%
ZI
53
ZEGA Investments
Florida
$499K -$190K -4,350 -28%
NA
54
Nottingham Advisors
New York
$481K
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$435K +$218K +5,004 +100%
MMM
56
Mendel Money Management
Illinois
$413K +$31.9K +732 +8%
KAS
57
KPP Advisory Services
Kentucky
$406K -$10.2K -235 -2%
PWMAG
58
Pinnacle Wealth Management Advisory Group
New Jersey
$386K
PA
59
Pinnacle Associates
New York
$386K
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$373K -$19.6K -450 -5%
SI
61
Stephens Inc
Arkansas
$352K +$785 +18 +0.2%
PFS
62
Prospera Financial Services
Texas
$338K +$480 +11 +0.1%
BBL
63
Beck Bode LLC
Massachusetts
$324K -$90.1K -2,066 -22%
ACP
64
Aviance Capital Partners
Florida
$310K +$310K +7,113 New
KPWS
65
Kestra Private Wealth Services
Texas
$309K -$6.97K -160 -2%
NFG
66
Nations Financial Group
Iowa
$305K -$41.5K -952 -12%
TFS
67
Thoroughbred Financial Services
Tennessee
$294K -$446K -10,263 -60%
CAG
68
Centerpoint Advisory Group
Kansas
$286K -$3.36K -77 -1%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$279K +$279K +6,391 New
Mariner
70
Mariner
Kansas
$255K +$19.7K +451 +8%
SWP
71
Sagespring Wealth Partners
Tennessee
$240K -$2.96K -68 -1%
IF
72
Intrua Financial
Texas
$240K -$349 -8 -0.1%
HighTower Advisors
73
HighTower Advisors
Illinois
$212K -$2.96K -68 -1%
CWA
74
Choice Wealth Advisors
Maine
$201K
EFG
75
Everhart Financial Group
Ohio
$201K +$201K +4,611 New