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JPMorgan Diversified Return US Small Cap Equity ETF

99 hedge funds and large institutions have $354M 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, 34 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
34
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
Nottingham Advisors
New York
$502K
MMM
52
Mendel Money Management
Illinois
$453K +$22.3K +491 +5%
KAS
53
Kestra Advisory Services
Texas
$452K -$385K -8,473 -46%
HighTower Advisors
54
HighTower Advisors
Illinois
$443K +$221K +4,864 +100%
KAS
55
KPP Advisory Services
Kentucky
$408K -$16.4K -360 -4%
SWP
56
Stratos Wealth Partners
Ohio
$404K -$272K -5,979 -40%
PA
57
Pinnacle Associates
New York
$403K
PWMAG
58
Pinnacle Wealth Management Advisory Group
New Jersey
$403K
SI
59
Stephens Inc
Arkansas
$369K +$1.41K +31 +0.4%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$347K -$42K -924 -11%
PFS
61
Prospera Financial Services
Texas
$339K -$14.4K -316 -4%
ACP
62
Aviance Capital Partners
Florida
$324K
KPWS
63
Kestra Private Wealth Services
Texas
$308K -$14.5K -318 -4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$291K -$8.87K -189 -3%
Mariner
65
Mariner
Kansas
$286K +$20.1K +442 +8%
TFS
66
Thoroughbred Financial Services
Tennessee
$284K -$22.7K -501 -7%
CAG
67
Centerpoint Advisory Group
Kansas
$267K -$31.1K -684 -10%
NFG
68
Nations Financial Group
Iowa
$263K -$54.5K -1,199 -17%
IF
69
Intrua Financial
Texas
$250K
SWP
70
Sagespring Wealth Partners
Tennessee
$248K -$3.18K -70 -1%
TFA
71
Teamwork Financial Advisors
Texas
$239K -$693K -15,234 -74%
AWS
72
Atria Wealth Solutions
New York
$233K -$785K -17,267 -77%
BBL
73
Beck Bode LLC
Massachusetts
$232K -$106K -2,332 -31%
AFG
74
Albion Financial Group
Utah
$71.6K -$65.1K -1,431 -48%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$56K -$39.7K -874 -41%