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JPMorgan Diversified Return US Small Cap Equity ETF

98 hedge funds and large institutions have $353M 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, 41 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.32%
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
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTC
76
Private Trust Company
Ohio
$50.1K 1,101
Fidelity Investments
77
Fidelity Investments
Massachusetts
$47.6K 1,046 -257 -20%
AG
78
AmeriFlex Group
Nevada
$42.8K 941 +941 New
UBS Group
79
UBS Group
Switzerland
$19.8K 436
ACA
80
Aptus Capital Advisors
Alabama
$19K 417 +1 +0.2%
IA
81
IFP Advisors
Florida
$18.8K 413 -9 -2%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$15.9K 349 -9,638 -97%
BIA
83
Bell Investment Advisors
California
$11.5K 253 -115 -31%
AWM
84
AE Wealth Management
Kansas
$10.6K 232
SPIA
85
Steward Partners Investment Advisory
New York
$9.14K 201 +155 +337%
S
86
SignatureFD
Georgia
$5.91K 130
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$5.05K 111 +111 New
PS
88
Principal Securities
Iowa
$4.69K 103 -179 -63%
RF
89
Rossby Financial
Florida
$4.36K 96 +14 +17%
AF
90
Advisornet Financial
Minnesota
$2.96K 65
CFD
91
Creative Financial Designs
Indiana
$2.46K 54
WP
92
WealthShield Partners
North Carolina
$1.46K 32
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K 23 +23 New
HBW
94
Hazlett, Burt & Watson
West Virginia
$1K 11
Wells Fargo
95
Wells Fargo
California
$897 20 +20 New
FFA
96
Farther Finance Advisors
California
$152 3 -191 -98%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$45 1
ZI
98
ZEGA Investments
Florida
-11,447 Closed
CWA
99
Choice Wealth Advisors
Maine
-4,618 Closed
EFG
100
Everhart Financial Group
Ohio
-4,611 Closed