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JPMorgan Diversified Return US Small Cap Equity ETF

114 hedge funds and large institutions have $427M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 7 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

Holders
114
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

Top Buyers

1 +$7.46M
2 +$6.9M
3 +$2.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.94M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.37M

Top Sellers

1 -$10.9M
2 -$3.53M
3 -$2.69M
4
WWM
Western Wealth Management
Colorado
-$1.24M
5
Morgan Stanley
Morgan Stanley
New York
-$972K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$296K
IF
77
Intrua Financial
Texas
$288K
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$282K
TFS
79
Thoroughbred Financial Services
Tennessee
$275K
WIM
80
WealthPlan Investment Management
Nebraska
$261K
Creative Planning
81
Creative Planning
Kansas
$236K
HI
82
Harbour Investments
Wisconsin
$233K
NFG
83
Nations Financial Group
Iowa
$226K
MCC
84
Money Concepts Capital
Florida
$223K
KAS
85
Kestra Advisory Services
Texas
$214K
TFM
86
Trademark Financial Management
Minnesota
$202K
HI
87
Horizon Investments
North Carolina
$133K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$104K
AFG
89
Albion Financial Group
Utah
$82.5K
CT
90
Caldwell Trust
Florida
$68.2K
PWMG
91
Private Wealth Management Group
New Jersey
$65.7K
PTC
92
Private Trust Company
Ohio
$61.4K
NEWAS
93
N.E.W. Advisory Services
Wisconsin
$61.3K
LWM
94
Lodestone Wealth Management
Washington
$34.6K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$31.2K
FFA
96
Farther Finance Advisors
California
$31K
IA
97
IFP Advisors
Florida
$21.9K
SPIA
98
Steward Partners Investment Advisory
New York
$21.7K
ACA
99
Aptus Capital Advisors
Alabama
$21.3K
AWM
100
AE Wealth Management
Kansas
$20.6K