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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $351M 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, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $367M → $351M (-$15.9M)

1.61% less ownership

Funds ownership: 75.89%74.28% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
36
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$56K -$37.7K -874 -41%
US Bancorp
77
US Bancorp
Minnesota
$53.4K
PTC
78
Private Trust Company
Ohio
$50.1K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$47.6K -$11.1K -257 -20%
AG
80
AmeriFlex Group
Nevada
$42.8K +$40.6K +941 New
UBS Group
81
UBS Group
Switzerland
$19.8K
ACA
82
Aptus Capital Advisors
Alabama
$19K +$43 +1 +0.2%
IA
83
IFP Advisors
Florida
$18.8K -$389 -9 -2%
NEWAS
84
N.E.W. Advisory Services
Wisconsin
$15.9K -$416K -9,638 -97%
SWIM
85
Smallwood Wealth Investment Management
New Jersey
$12.6K +$2.16K +50 +22%
BIA
86
Bell Investment Advisors
California
$11.5K -$4.96K -115 -31%
AWM
87
AE Wealth Management
Kansas
$10.6K
SPIA
88
Steward Partners Investment Advisory
New York
$9.14K +$6.69K +155 +337%
S
89
SignatureFD
Georgia
$5.91K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$5.05K +$4.79K +111 New
PS
91
Principal Securities
Iowa
$4.68K -$7.73K -179 -63%
RF
92
Rossby Financial
Florida
$4.36K +$604 +14 +17%
AF
93
Advisornet Financial
Minnesota
$2.96K
CFD
94
Creative Financial Designs
Indiana
$2.46K
WP
95
WealthShield Partners
North Carolina
$1.46K
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05K +$993 +23 New
HBW
97
Hazlett, Burt & Watson
West Virginia
$1K
Wells Fargo
98
Wells Fargo
California
$897 +$864 +20 New
FFA
99
Farther Finance Advisors
California
$152 -$8.25K -191 -98%
MWA
100
Medallion Wealth Advisors
Connecticut
$140

JPSE Hedge Fund Activity: Q2 2025 in Review

102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2025, worth a combined $351M — down 4.3% from $367M a quarter earlier.

Fund positioning in JPSE was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Raymond James Financial, cutting an estimated $22.7M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $351M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $8.05M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.