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JPMorgan Diversified Return US Small Cap Equity ETF

111 hedge funds and large institutions have $412M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
TFS
76
Thoroughbred Financial Services
Tennessee
$275K
WIM
77
WealthPlan Investment Management
Nebraska
$261K
Creative Planning
78
Creative Planning
Kansas
$236K
HI
79
Harbour Investments
Wisconsin
$233K
NFG
80
Nations Financial Group
Iowa
$226K
MCC
81
Money Concepts Capital
Florida
$223K
KAS
82
Kestra Advisory Services
Texas
$214K
TFM
83
Trademark Financial Management
Minnesota
$202K
HI
84
Horizon Investments
North Carolina
$133K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$104K
AFG
86
Albion Financial Group
Utah
$82.5K
CT
87
Caldwell Trust
Florida
$68.2K
PWMG
88
Private Wealth Management Group
New Jersey
$65.7K
PTC
89
Private Trust Company
Ohio
$61.4K
NEWAS
90
N.E.W. Advisory Services
Wisconsin
$61.3K
LWM
91
Lodestone Wealth Management
Washington
$34.6K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$31.2K
FFA
93
Farther Finance Advisors
California
$31K
IA
94
IFP Advisors
Florida
$21.9K
SPIA
95
Steward Partners Investment Advisory
New York
$21.7K
ACA
96
Aptus Capital Advisors
Alabama
$21.3K
AWM
97
AE Wealth Management
Kansas
$20.6K
BIA
98
Bell Investment Advisors
California
$9.86K
Russell Investments Group
99
Russell Investments Group
United Kingdom
$8.07K
RF
100
Rossby Financial
Florida
$7.02K