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JPMorgan Diversified Return US Small Cap Equity ETF
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Overview Fund Activity

99 hedge funds and large institutions have $354M 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, 34 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
34
Reduced
42
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$37.9M
2
HFM
Hartford Financial Management
Connecticut
$14.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$6.21M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.66M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.2M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$36.2M
2
CAWM
Capital Advisors Wealth Management
Washington
$4.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.4M
4
FAIM
Financial Advocates Investment Management
Washington
$4.32M
5
Citadel Advisors
Citadel Advisors
Florida
$537K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFG
101
Everhart Financial Group
Ohio
– -$201K -4,611 Closed
WF
102
Wayfinding Financial
Washington
– -$27K -620 Closed
GSWM
103
Golden State Wealth Management
California
– -$11.9K -273 Closed
Comerica Bank
104
Comerica Bank
Texas
– -$2.18K -50 Closed
GM
105
GeoWealth Management
Illinois
– -$16 – –
1 2 3 4
5