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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

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $397M → $427M (+$30.2M)

4% more funds holding

Funds holding: 110114 (+4)

1.05% more ownership

Funds ownership: 78.1%79.16% (+1.1%)

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
+4
Holders Change %
+3.64%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
39
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bell Investment Advisors
California
$9.86K -$1.55K -29 -13%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$8.07K -$1.81K -34 -18%
RF
103
Rossby Financial
Florida
$7.02K +$427 +8 +6%
S
104
SignatureFD
Georgia
$6.82K
SAM
105
Smartleaf Asset Management
Massachusetts
$5.65K
LWMI
106
Legacy Wealth Management (Idaho)
Idaho
$4.3K +$4.37K +82 New
US Bancorp
107
US Bancorp
Minnesota
$3.77K
AF
108
Advisornet Financial
Minnesota
$3.15K
WP
109
WealthShield Partners
North Carolina
$1.68K
Wells Fargo
110
Wells Fargo
California
$1.36K +$1.33K +25 +2,500%
HBW
111
Hazlett, Burt & Watson
West Virginia
$1K
MWA
112
Medallion Wealth Advisors
Connecticut
$161
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$52
Goldman Sachs
114
Goldman Sachs
New York
-$595K -11,890 Closed
CSP
115
Cary Street Partners
Virginia
-$519K -10,371 Closed
PA
116
ProCore Advisors
California
-$276K -5,520 Closed
BBL
117
Beck Bode LLC
Massachusetts
-$218K -4,344 Closed
HSA
118
HBK Sorce Advisory
Pennsylvania
-$223K -4,069 Closed
UBS Group
119
UBS Group
Switzerland
-$21.8K -436 Closed
WIM
120
Westside Investment Management
California
-$4.69K -93 Closed

JPSE Hedge Fund Activity: Q1 2026 in Review

114 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2026, worth a combined $427M — up 7.6% from $397M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JPSE positions and 7 closed out — a net gain of 6 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $7.46M. The largest seller was Koss-Olinger Consulting, cutting an estimated $10.9M.

  • 114 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $427M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 13 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2026 and 7 closed out, a net change of +6 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2026 was Magnolia Capital Advisors, an estimated $7.46M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2026 was Koss-Olinger Consulting, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.