JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
102 hedge funds and large institutions have $367M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 33
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0.92% more ownership
Funds ownership: 74.96% → 75.89% (+0.92%)
0% more funds holding
Funds holding: 102 → 102 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $387M → $367M (-$19.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$3.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.82M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.49M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.92M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.36M |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$1.72M |
| 4 |
HIF
Hill Island Financial
Grand Rapids,
Michigan
|
-$670K |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GM
101
GeoWealth Management
Chicago,
Illinois
| $16 | -$5.05K | -110 | Closed |
|
102
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
|
HIF
103
Hill Island Financial
Grand Rapids,
Michigan
| – | -$670K | -14,323 | Closed |
|
104
Two Sigma Investments
New York
| – | -$229K | -4,900 | Closed |
|
|
SIC
105
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$18.7K | -400 | Closed |
|
|
TCG
106
Transcendent Capital Group
Edmond,
Oklahoma
| – | -$10.6K | -227 | Closed |
|
|
CAS
107
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.74K | -80 | Closed |
|
|
SAM
108
Synergy Asset Management
Vancouver,
Washington
| – | -$48 | -1 | Closed |
|
|
HBW
109
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | +$505 | +11 | New |
|
JPSE Hedge Fund Activity: Q1 2025 in Review
102 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2025, worth a combined $367M — down 5.1% from $387M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 7 closed out — a net gain of 2 holders — while 44 added to existing stakes and 33 trimmed.
The largest buyer was Capital Advisors Wealth Management, adding an estimated $3.02M. The largest seller was Osaic Holdings, cutting an estimated $3.92M.
- 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $367M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2025, down 5.1% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2025 and 7 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2025 was Capital Advisors Wealth Management, an estimated $3.02M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2025 was Osaic Holdings, an estimated $3.92M sold.
Based on aggregated 13F filings for Q1 2025.