JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
40 hedge funds and large institutions have $158M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
13% more capital invested
Capital invested by funds: $139M → $158M (+$18.6M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0.94% more ownership
Funds ownership: 75.63% → 76.57% (+0.94%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.3M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.13M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 4 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$2.41M |
| 5 |
Jane Street
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Menard Financial Group
Houston,
Texas
|
-$1.74M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.26M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$912K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$501K |
JPSE Hedge Fund Activity: Q1 2022 in Review
40 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2022, worth a combined $158M — up 13% from $139M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.3M. The largest seller was Menard Financial Group, exiting entirely with an estimated $1.74M sold.
- 40 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $158M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2022, up 13% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2022 and 8 closed out, a net change of +1 holder.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $11.3M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2022 was Menard Financial Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2022.