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JPMorgan Diversified Return US Small Cap Equity ETF

101 hedge funds and large institutions have $371M 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, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

3.75% less ownership

Funds ownership: 74.14%70.39% (-3.7%)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Albion Financial Group
Utah
$78.4K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$60.5K
US Bancorp
78
US Bancorp
Minnesota
$58.5K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$38K
PTC
80
Private Trust Company
Ohio
$34.1K
SPIA
81
Steward Partners Investment Advisory
New York
$31.2K
HI
82
Horizon Investments
North Carolina
$24.2K
UBS Group
83
UBS Group
Switzerland
$21.7K
ACA
84
Aptus Capital Advisors
Alabama
$20.9K
IA
85
IFP Advisors
Florida
$20.6K
NEWAS
86
N.E.W. Advisory Services
Wisconsin
$17.5K
AWM
87
AE Wealth Management
Kansas
$15.5K
SWIM
88
Smallwood Wealth Investment Management
New Jersey
$13.7K
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$13.2K
BIA
90
Bell Investment Advisors
California
$11.8K
S
91
SignatureFD
Georgia
$6.47K
RF
92
Rossby Financial
Florida
$5.55K
WIM
93
Westside Investment Management
California
$4.67K
Russell Investments Group
94
Russell Investments Group
United Kingdom
$3.54K
AF
95
Advisornet Financial
Minnesota
$3.24K
WP
96
WealthShield Partners
North Carolina
$1.59K
HBW
97
Hazlett, Burt & Watson
West Virginia
$1K
SAM
98
Smartleaf Asset Management
Massachusetts
$646
MWA
99
Medallion Wealth Advisors
Connecticut
$152
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$50