JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
96 hedge funds and large institutions have $335M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
10% more capital invested
Capital invested by funds: $304M → $335M (+$31.3M)
6.49% more ownership
Funds ownership: 63.71% → 70.2% (+6.5%)
1% more funds holding
Funds holding: 95 → 96 (+1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$52.5M |
| 2 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$12.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.23M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.4M |
| 2 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$8.08M |
| 3 |
CAWM
Capital Advisors Wealth Management
Yakima,
Washington
|
-$8.07M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.02M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.15M |
JPSE Hedge Fund Activity: Q2 2024 in Review
96 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2024, worth a combined $335M — up 10% from $304M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JPSE positions and 6 closed out — a net gain of 3 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $52.5M. The largest seller was Ameriprise, cutting an estimated $10.4M.
- 96 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2024, up from 95 in Q1 2024.
- Funds reported $335M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 9 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2024 and 6 closed out, a net change of +3 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $52.5M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2024 was Ameriprise, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2024.