JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
102 hedge funds and large institutions have $351M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 102 → 102 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less capital invested
Capital invested by funds: $367M → $351M (-$15.9M)
1.61% less ownership
Funds ownership: 75.89% → 74.28% (-1.6%)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.05M |
| 2 |
HFM
Hartford Financial Management
Hartford,
Connecticut
|
+$6.73M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.15M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$1.14M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$22.7M |
| 2 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$15.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.24M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.97M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
101
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $45 | – | – | – |
|
|
ZI
102
ZEGA Investments
Palm Beach Gardens,
Florida
| – | -$499K | -11,447 | Closed |
|
|
CWA
103
Choice Wealth Advisors
Waterville,
Maine
| – | -$201K | -4,618 | Closed |
|
|
EFG
104
Everhart Financial Group
Dublin,
Ohio
| – | -$201K | -4,611 | Closed |
|
|
WF
105
Wayfinding Financial
Lynnwood,
Washington
| – | -$27K | -620 | Closed |
|
|
GSWM
106
Golden State Wealth Management
Santa Ana,
California
| – | -$11.9K | -273 | Closed |
|
107
Comerica Bank
Dallas,
Texas
| – | -$2.18K | -50 | Closed |
|
JPSE Hedge Fund Activity: Q2 2025 in Review
102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2025, worth a combined $351M — down 4.3% from $367M a quarter earlier.
Fund positioning in JPSE was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 42 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Raymond James Financial, cutting an estimated $22.7M.
- 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $351M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
- 6 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $8.05M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2025.