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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $351M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $367M → $351M (-$15.9M)

1.61% less ownership

Funds ownership: 75.89%74.28% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
36
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$537K -$1.2M -27,766 -70%
NA
52
Nottingham Advisors
New York
$502K
MMM
53
Mendel Money Management
Illinois
$453K +$21.2K +491 +5%
KAS
54
Kestra Advisory Services
Texas
$452K -$366K -8,473 -46%
HighTower Advisors
55
HighTower Advisors
Illinois
$443K +$210K +4,864 +100%
KAS
56
KPP Advisory Services
Kentucky
$408K -$15.5K -360 -4%
SWP
57
Stratos Wealth Partners
Ohio
$404K -$258K -5,979 -40%
PA
58
Pinnacle Associates
New York
$403K
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$403K
SI
60
Stephens Inc
Arkansas
$369K +$1.34K +31 +0.4%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$347K -$39.9K -924 -11%
PFS
62
Prospera Financial Services
Texas
$339K -$13.6K -316 -4%
ACP
63
Aviance Capital Partners
Florida
$324K
KPWS
64
Kestra Private Wealth Services
Texas
$308K -$13.7K -318 -4%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$291K -$8.16K -189 -3%
Mariner
66
Mariner
Kansas
$286K +$19.1K +442 +8%
TFS
67
Thoroughbred Financial Services
Tennessee
$284K -$21.6K -501 -7%
CAG
68
Centerpoint Advisory Group
Kansas
$267K -$29.5K -684 -10%
NFG
69
Nations Financial Group
Iowa
$263K -$51.8K -1,199 -17%
IF
70
Intrua Financial
Texas
$250K
SWP
71
Sagespring Wealth Partners
Tennessee
$248K -$3.02K -70 -1%
TFA
72
Teamwork Financial Advisors
Texas
$239K -$658K -15,234 -74%
AWS
73
Atria Wealth Solutions
New York
$233K -$746K -17,267 -77%
BBL
74
Beck Bode LLC
Massachusetts
$232K -$101K -2,332 -31%
AFG
75
Albion Financial Group
Utah
$71.6K -$61.8K -1,431 -48%

JPSE Hedge Fund Activity: Q2 2025 in Review

102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2025, worth a combined $351M — down 4.3% from $367M a quarter earlier.

Fund positioning in JPSE was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Raymond James Financial, cutting an estimated $22.7M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $351M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $8.05M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.