JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
97 hedge funds and large institutions have $381M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
14% more capital invested
Capital invested by funds: $335M → $381M (+$46.3M)
2.67% more ownership
Funds ownership: 70.2% → 72.87% (+2.7%)
1% more funds holding
Funds holding: 96 → 97 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$24.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.41M |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$1.88M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.44M |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.07M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.19M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
JPSE Hedge Fund Activity: Q3 2024 in Review
97 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2024, worth a combined $381M — up 14% from $335M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPSE positions and 5 closed out — a net gain of 2 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $24.1M. The largest seller was LPL Financial, cutting an estimated $4.06M.
- 97 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2024, up from 96 in Q2 2024.
- Funds reported $381M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 7 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $24.1M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2024 was LPL Financial, an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2024.