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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $367M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
43
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
76
Albion Financial Group
Utah
$131K +$62.4K +1,431 +91%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$92K +$92K +2,108 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$56.8K +$2.62K +60 +5%
US Bancorp
79
US Bancorp
Minnesota
$51.2K -$11.7K -269 -19%
PTC
80
Private Trust Company
Ohio
$48K -$1.13K -26 -2%
WF
81
Wayfinding Financial
Washington
$27K +$27K +620 New
UBS Group
82
UBS Group
Switzerland
$19K
IA
83
IFP Advisors
Florida
$18.4K +$44 +1 +0.2%
ACA
84
Aptus Capital Advisors
Alabama
$18.1K +$305 +7 +2%
BIA
85
Bell Investment Advisors
California
$16K
PS
86
Principal Securities
Iowa
$13.2K
GSWM
87
Golden State Wealth Management
California
$11.9K
AWM
88
AE Wealth Management
Kansas
$10.1K
SWIM
89
Smallwood Wealth Investment Management
New Jersey
$9.85K +$9.85K +226 New
FFA
90
Farther Finance Advisors
California
$8.48K +$131 +3 +2%
S
91
SignatureFD
Georgia
$5.67K
RF
92
Rossby Financial
Florida
$3.43K +$3.43K +82 New
AF
93
Advisornet Financial
Minnesota
$2.83K
CFD
94
Creative Financial Designs
Indiana
$2.35K -$6.58K -151 -74%
Comerica Bank
95
Comerica Bank
Texas
$2.18K
SPIA
96
Steward Partners Investment Advisory
New York
$2.01K -$1.87K -43 -48%
WP
97
WealthShield Partners
North Carolina
$1.4K
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$44
GM
99
GeoWealth Management
Illinois
$16 -$5.17K -110 Closed
Wells Fargo
100
Wells Fargo
California
$2 -$6