JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
69 hedge funds and large institutions have $226M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
25% more capital invested
Capital invested by funds: $181M → $226M (+$45.2M)
19% more funds holding
Funds holding: 58 → 69 (+11)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
2.07% more ownership
Funds ownership: 75.78% → 77.85% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$12M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.22M |
| 3 |
Morgan Stanley
New York
|
+$3.85M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.33M |
| 5 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.28M |
| 3 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$2.02M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$1.91M |
| 5 |
Jane Street
New York
|
-$931K |
JPSE Hedge Fund Activity: Q4 2022 in Review
69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2022, worth a combined $226M — up 25% from $181M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JPSE positions and 8 closed out — a net gain of 11 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, opening a new position worth an estimated $12M. The largest seller was Osaic Holdings, cutting an estimated $12M.
- 69 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2022, up from 58 in Q3 2022.
- Funds reported $226M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 19 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $12M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2022 was Osaic Holdings, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2022.