JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
102 hedge funds and large institutions have $387M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 31 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
26% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 31
5% more funds holding
Funds holding: 97 → 102 (+5)
2.09% more ownership
Funds ownership: 72.87% → 74.96% (+2.1%)
2% more capital invested
Capital invested by funds: $381M → $387M (+$5.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$6.91M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.03M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.53M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$13.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$715K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$677K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
101
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $47 | – | – | – |
|
102
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
|
103
Citadel Advisors
Miami,
Florida
| – | -$677K | -14,090 | Closed |
|
104
Jane Street
New York
| – | -$481K | -10,022 | Closed |
|
|
SA
105
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$423K | -8,317 | Closed |
|
106
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$213K | -4,430 | Closed |
|
|
PA
107
Parallel Advisors
San Francisco,
California
| – | -$3.36K | -70 | Closed |
|
JPSE Hedge Fund Activity: Q4 2024 in Review
102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2024, worth a combined $387M — up 1.5% from $381M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPSE positions and 5 closed out — a net gain of 11 holders — while 39 added to existing stakes and 31 trimmed.
The largest buyer was Capital Advisors Wealth Management, adding an estimated $6.91M. The largest seller was Teamwork Financial Advisors, cutting an estimated $13.4M.
- 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2024, up from 97 in Q3 2024.
- Funds reported $387M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
- 16 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2024 and 5 closed out, a net change of +11 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2024 was Capital Advisors Wealth Management, an estimated $6.91M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2024 was Teamwork Financial Advisors, an estimated $13.4M sold.
Based on aggregated 13F filings for Q4 2024.