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JPMorgan Diversified Return US Small Cap Equity ETF
JPSE

96 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

10% more capital invested

Capital invested by funds: $304M → $335M (+$31.3M)

6.49% more ownership

Funds ownership: 63.71% → 70.2% (+6.5%)

1% more funds holding

Funds holding: 95 → 96 (+1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
37
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
+$52.5M
2
TFA
Teamwork Financial Advisors
Texas
+$12.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$10.4M
2
CWA
Choice Wealth Advisors
Maine
-$8.08M
3
CAWM
Capital Advisors Wealth Management
Washington
-$8.07M
4
LPL Financial
LPL Financial
California
-$6.02M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$54.5K +$29K +660 +112%
PTC
77
Private Trust Company
Ohio
$36.6K – – –
CCA
78
Criterion Capital Advisors
Tennessee
$35.1K – – –
SIC
79
Salem Investment Counselors
North Carolina
$34.9K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$31.4K +$31.6K +720 New
IA
81
IFP Advisors
Florida
$17.7K +$44 +1 +0.2%
ACA
82
Aptus Capital Advisors
Alabama
$17.7K -$14.5K -331 -45%
BIA
83
Bell Investment Advisors
California
$16K – – –
HFS
84
Hantz Financial Services
Michigan
$15K +$14.9K +340 +11,333%
PS
85
Principal Securities
Iowa
$12.3K +$9.92K +226 +404%
FFA
86
Farther Finance Advisors
California
$8.27K -$10.5K -239 -56%
CAS
87
Coppell Advisory Solutions
Texas
$3.49K +$3.51K +80 New
AF
88
Advisornet Financial
Minnesota
$2.83K – – –
CFD
89
Creative Financial Designs
Indiana
$2.35K – – –
GRP
90
Global Retirement Partners
California
$2.22K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$1.88K – – –
WP
92
WealthShield Partners
North Carolina
$1.4K – – –
HI
93
Harbour Investments
Wisconsin
$966 – – –
FAM
94
Family Asset Management
South Carolina
$262 – – –
Wells Fargo
95
Wells Fargo
California
$60 – – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$44 – – –
PCS
97
Personal CFO Solutions
New Jersey
– -$1.43M -31,548 Closed
LNC
98
Lincoln National Corp
Pennsylvania
– -$1.39M -30,725 Closed
MA
99
Mutual Advisors
Nebraska
– -$799K -17,681 Closed
UBS Group
100
UBS Group
Switzerland
– -$353K -7,814 Closed
1 2 3
4
5

JPSE Hedge Fund Activity: Q2 2024 in Review

96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2024, worth a combined $335M — up 10% from $304M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPSE positions and 6 closed out — a net gain of 3 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $52.5M. The largest seller was Ameriprise, cutting an estimated $10.4M.

  • 96 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2024, up from 95 in Q1 2024.
  • Funds reported $335M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $52.5M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2024 was Ameriprise, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.