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JPMorgan Diversified Return US Small Cap Equity ETF

99 hedge funds and large institutions have $354M 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, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.33%
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
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$53.4K
PTC
77
Private Trust Company
Ohio
$50.1K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$47.6K -$11.7K -257 -20%
AG
79
AmeriFlex Group
Nevada
$42.8K +$42.8K +941 New
UBS Group
80
UBS Group
Switzerland
$19.8K
ACA
81
Aptus Capital Advisors
Alabama
$19K +$46 +1 +0.2%
IA
82
IFP Advisors
Florida
$18.8K -$410 -9 -2%
NEWAS
83
N.E.W. Advisory Services
Wisconsin
$15.9K -$438K -9,638 -97%
BIA
84
Bell Investment Advisors
California
$11.5K -$5.23K -115 -31%
AWM
85
AE Wealth Management
Kansas
$10.6K
SPIA
86
Steward Partners Investment Advisory
New York
$9.14K +$7.05K +155 +337%
S
87
SignatureFD
Georgia
$5.91K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$5.05K +$5.05K +111 New
PS
89
Principal Securities
Iowa
$4.69K -$8.14K -179 -63%
RF
90
Rossby Financial
Florida
$4.36K +$635 +14 +17%
AF
91
Advisornet Financial
Minnesota
$2.96K
CFD
92
Creative Financial Designs
Indiana
$2.46K
WP
93
WealthShield Partners
North Carolina
$1.46K
BCMLT
94
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K +$1.05K +23 New
HBW
95
Hazlett, Burt & Watson
West Virginia
$1K
Wells Fargo
96
Wells Fargo
California
$897 +$897 +20 New
FFA
97
Farther Finance Advisors
California
$152 -$9.68K -191 -98%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$45
ZI
99
ZEGA Investments
Florida
-$499K -11,447 Closed
CWA
100
Choice Wealth Advisors
Maine
-$201K -4,618 Closed