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JPMorgan Diversified Return US Small Cap Equity ETF

113 hedge funds and large institutions have $426M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Intrua Financial
Texas
$288K
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$282K
TFS
78
Thoroughbred Financial Services
Tennessee
$275K
WIM
79
WealthPlan Investment Management
Nebraska
$261K
Creative Planning
80
Creative Planning
Kansas
$236K
HI
81
Harbour Investments
Wisconsin
$233K
NFG
82
Nations Financial Group
Iowa
$226K
MCC
83
Money Concepts Capital
Florida
$223K
KAS
84
Kestra Advisory Services
Texas
$214K
TFM
85
Trademark Financial Management
Minnesota
$202K
HI
86
Horizon Investments
North Carolina
$133K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$104K
AFG
88
Albion Financial Group
Utah
$82.5K
CT
89
Caldwell Trust
Florida
$68.2K
PWMG
90
Private Wealth Management Group
New Jersey
$65.7K
PTC
91
Private Trust Company
Ohio
$61.4K
NEWAS
92
N.E.W. Advisory Services
Wisconsin
$61.3K
LWM
93
Lodestone Wealth Management
Washington
$34.6K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$31.2K
FFA
95
Farther Finance Advisors
California
$31K
IA
96
IFP Advisors
Florida
$21.9K
SPIA
97
Steward Partners Investment Advisory
New York
$21.7K
ACA
98
Aptus Capital Advisors
Alabama
$21.3K
AWM
99
AE Wealth Management
Kansas
$20.6K
BIA
100
Bell Investment Advisors
California
$9.86K