JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
74 hedge funds and large institutions have $271M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
135% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 17
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
20% more capital invested
Capital invested by funds: $226M → $271M (+$45.3M)
7% more funds holding
Funds holding: 69 → 74 (+5)
0.4% less ownership
Funds ownership: 77.85% → 77.44% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.58M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.36M |
| 4 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
+$3.08M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Goldstein Advisors
Madison,
Wisconsin
|
-$6.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$909K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$591K |
| 4 |
FCM
Family Capital Management
Grand Rapids,
Michigan
|
-$309K |
| 5 |
RF
RHS Financial
San Francisco,
California
|
-$281K |
JPSE Hedge Fund Activity: Q1 2023 in Review
74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q1 2023, worth a combined $271M — up 20% from $226M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JPSE positions and 2 closed out — a net gain of 6 holders — while 40 added to existing stakes and 17 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $17.6M. The largest seller was Goldstein Advisors, cutting an estimated $6.1M.
- 74 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $271M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q1 2023, up 20% quarter-over-quarter.
- 8 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q1 2023 and 2 closed out, a net change of +6 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $17.6M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q1 2023 was Goldstein Advisors, an estimated $6.1M sold.
Based on aggregated 13F filings for Q1 2023.