JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
102 hedge funds and large institutions have $372M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
6% more capital invested
Capital invested by funds: $351M → $372M (+$20.7M)
0% more funds holding
Funds holding: 102 → 102 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.77% less ownership
Funds ownership: 74.28% → 70.51% (-3.8%)
10% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$5.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.6M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.97M |
| 4 |
Jane Street
New York
|
+$1.66M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$7.96M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.38M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$4.36M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.39M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
101
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $50 | – | – | – |
|
102
Citadel Advisors
Miami,
Florida
| – | -$537K | -11,810 | Closed |
|
|
MMM
103
Mendel Money Management
Northbrook,
Illinois
| – | -$453K | -9,961 | Closed |
|
|
CAG
104
Centerpoint Advisory Group
Overland Park,
Kansas
| – | -$267K | -5,866 | Closed |
|
|
TFA
105
Teamwork Financial Advisors
San Antonio,
Texas
| – | -$239K | -5,253 | Closed |
|
|
AG
106
AmeriFlex Group
Las Vegas,
Nevada
| – | -$42.8K | -941 | Closed |
|
107
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5.05K | -111 | Closed |
|
|
PS
108
Principal Securities
Des Moines,
Iowa
| – | -$4.68K | -103 | Closed |
|
|
CFD
109
Creative Financial Designs
Kokomo,
Indiana
| – | -$2.46K | -54 | Closed |
|
|
BCMLT
110
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$1.05K | -23 | Closed |
|
111
Wells Fargo
San Francisco,
California
| – | -$897 | -20 | Closed |
|
JPSE Hedge Fund Activity: Q3 2025 in Review
102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2025, worth a combined $372M — up 5.9% from $351M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JPSE positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 39 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $7.96M.
- 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $372M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
- 11 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2025 was Truist Financial, an estimated $5.19M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2025 was Stifel Financial, an estimated $7.96M sold.
Based on aggregated 13F filings for Q3 2025.