JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
95 hedge funds and large institutions have $304M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
7% more funds holding
Funds holding: 89 → 95 (+6)
11.68% less ownership
Funds ownership: 75.39% → 63.71% (-12%)
14% less capital invested
Capital invested by funds: $355M → $304M (-$50.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.8M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$5.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.88M |
| 4 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
+$2.16M |
| 5 |
Goldman Sachs
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$49.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.5M |
| 3 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$5.25M |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$2.19M |
| 5 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$2.17M |
JPSE Hedge Fund Activity: Q1 2024 in Review
95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2024, worth a combined $304M — down 14% from $355M 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 31 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $49.4M sold.
- 95 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2024, up from 89 in Q4 2023.
- Funds reported $304M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 13 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2024 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2024 was Ameriprise, an estimated $10.8M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2024 was Koss-Olinger Consulting, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2024.