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JPMorgan Diversified Return US Small Cap Equity ETF

98 hedge funds and large institutions have $369M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.14% less ownership

Funds ownership: 74.14%70% (-4.1%)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

Holders
98
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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$60.5K
US Bancorp
77
US Bancorp
Minnesota
$58.5K
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$38K
PTC
79
Private Trust Company
Ohio
$34.1K
SPIA
80
Steward Partners Investment Advisory
New York
$31.2K
HI
81
Horizon Investments
North Carolina
$24.2K
UBS Group
82
UBS Group
Switzerland
$21.7K
ACA
83
Aptus Capital Advisors
Alabama
$20.9K
NEWAS
84
N.E.W. Advisory Services
Wisconsin
$17.5K
AWM
85
AE Wealth Management
Kansas
$15.5K
SWIM
86
Smallwood Wealth Investment Management
New Jersey
$13.7K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$13.2K
BIA
88
Bell Investment Advisors
California
$11.8K
S
89
SignatureFD
Georgia
$6.47K
RF
90
Rossby Financial
Florida
$5.55K
WIM
91
Westside Investment Management
California
$4.67K
Russell Investments Group
92
Russell Investments Group
United Kingdom
$3.54K
AF
93
Advisornet Financial
Minnesota
$3.24K
WP
94
WealthShield Partners
North Carolina
$1.59K
HBW
95
Hazlett, Burt & Watson
West Virginia
$1K
SAM
96
Smartleaf Asset Management
Massachusetts
$646
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$50
Citadel Advisors
98
Citadel Advisors
Florida
MMM
99
Mendel Money Management
Illinois
CAG
100
Centerpoint Advisory Group
Kansas