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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $372M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $351M → $372M (+$20.7M)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.77% less ownership

Funds ownership: 74.28%70.51% (-3.8%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

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
11
Increased
35
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$145K +$140K +2,912 +97,067%
AFG
77
Albion Financial Group
Utah
$78.4K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$60.5K +$8.12K +169 +16%
US Bancorp
79
US Bancorp
Minnesota
$58.5K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$38K -$22.9K -477 -39%
PTC
81
Private Trust Company
Ohio
$34.1K -$20K -416 -38%
SPIA
82
Steward Partners Investment Advisory
New York
$31.2K +$20.5K +426 +212%
HI
83
Horizon Investments
North Carolina
$24.2K +$23.4K +486 New
UBS Group
84
UBS Group
Switzerland
$21.7K
ACA
85
Aptus Capital Advisors
Alabama
$20.9K +$96 +2 +0.5%
IA
86
IFP Advisors
Florida
$20.6K +$48 +1 +0.2%
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$17.5K +$48 +1 +0.3%
AWM
88
AE Wealth Management
Kansas
$15.5K +$3.84K +80 +34%
SWIM
89
Smallwood Wealth Investment Management
New Jersey
$13.7K
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$13.2K +$12.7K +264 New
BIA
91
Bell Investment Advisors
California
$11.8K -$817 -17 -7%
S
92
SignatureFD
Georgia
$6.47K
RF
93
Rossby Financial
Florida
$5.55K +$721 +15 +16%
WIM
94
Westside Investment Management
California
$4.67K +$4.47K +93 New
Russell Investments Group
95
Russell Investments Group
United Kingdom
$3.54K +$3.41K +71 New
AF
96
Advisornet Financial
Minnesota
$3.24K
WP
97
WealthShield Partners
North Carolina
$1.59K
HBW
98
Hazlett, Burt & Watson
West Virginia
$1K
SAM
99
Smartleaf Asset Management
Massachusetts
$646 +$625 +13 New
MWA
100
Medallion Wealth Advisors
Connecticut
$152

JPSE Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2025, worth a combined $372M — up 5.9% from $351M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPSE positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $7.96M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $372M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2025 was Truist Financial, an estimated $5.19M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2025 was Stifel Financial, an estimated $7.96M sold.

Based on aggregated 13F filings for Q3 2025.