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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $372M 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, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $351M → $372M (+$20.7M)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.77% less ownership

Funds ownership: 74.28%70.51% (-3.8%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

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
11
Increased
35
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
51
Interactive Financial Advisors
Illinois
$677K -$140K -2,908 -18%
IFG
52
Independent Financial Group
California
$664K -$70.5K -1,467 -10%
CCM
53
Compass Capital Management
Minnesota
$606K +$585K +12,170 New
RFN
54
Redwood Financial Network
Ohio
$604K -$95.9K -1,995 -14%
NA
55
Nottingham Advisors
New York
$550K
HighTower Advisors
56
HighTower Advisors
Illinois
$479K -$6.01K -125 -1%
KAS
57
KPP Advisory Services
Kentucky
$446K
PA
58
Pinnacle Associates
New York
$441K
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$441K
SI
60
Stephens Inc
Arkansas
$406K +$1.68K +35 +0.4%
PFS
61
Prospera Financial Services
Texas
$375K +$3.75K +78 +1%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$374K -$5.77K -120 -2%
ACP
63
Aviance Capital Partners
Florida
$354K
KPWS
64
Kestra Private Wealth Services
Texas
$334K -$3.94K -82 -1%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$302K -$5.86K -122 -2%
SWP
66
Stratos Wealth Partners
Ohio
$294K -$142K -2,965 -33%
Mariner
67
Mariner
Kansas
$283K -$29.2K -608 -10%
IF
68
Intrua Financial
Texas
$274K
SWP
69
Sagespring Wealth Partners
Tennessee
$272K +$1.1K +23 +0.4%
NFG
70
Nations Financial Group
Iowa
$268K -$19.7K -409 -7%
TFS
71
Thoroughbred Financial Services
Tennessee
$261K -$48.6K -1,011 -16%
KAS
72
Kestra Advisory Services
Texas
$254K -$232K -4,828 -49%
BBL
73
Beck Bode LLC
Massachusetts
$217K -$36.1K -751 -15%
FAIM
74
Financial Advocates Investment Management
Washington
$215K -$4.36M -90,710 -95%
HSA
75
HBK Sorce Advisory
Pennsylvania
$205K +$196K +4,069 New

JPSE Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2025, worth a combined $372M — up 5.9% from $351M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPSE positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $7.96M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $372M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2025 was Truist Financial, an estimated $5.19M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2025 was Stifel Financial, an estimated $7.96M sold.

Based on aggregated 13F filings for Q3 2025.