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JPMorgan Diversified Return US Small Cap Equity ETF

100 hedge funds and large institutions have $367M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
43
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$57.6M 1,322,004 -73,135 -5%
KOC
2
Koss-Olinger Consulting
Florida
$55.3M 1,268,046 +30,140 +2%
LPL Financial
3
LPL Financial
California
$28.2M 645,954 +30,870 +5%
Bank of America
4
Bank of America
North Carolina
$24.6M 564,189 +15,076 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M 461,206 +9,355 +2%
CAWM
6
Capital Advisors Wealth Management
Washington
$19.6M 449,072 +65,809 +17%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M 281,272 -302 -0.1%
GA
8
Goldstein Advisors
Wisconsin
$10.6M 242,632 +13,737 +6%
Stifel Financial
9
Stifel Financial
Missouri
$9.32M 213,857 +18,429 +9%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.09M 185,657 +8,178 +5%
AP
11
Appleton Partners
Massachusetts
$7.95M 182,293 +5,349 +3%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.14M 163,771 +14,089 +9%
HFM
13
Hartford Financial Management
Connecticut
$6.95M 159,518 -1,522 -0.9%
TAM
14
Tocqueville Asset Management
New York
$6.87M 157,499 -6,254 -4%
KFSN
15
Keystone Financial Services (Nebraska)
Nebraska
$6.24M 143,175 +18,552 +15%
FAIM
16
Financial Advocates Investment Management
Washington
$6.13M 140,620 +366 +0.3%
SFC
17
Sprinkle Financial Consultants
Colorado
$5.78M 132,558 +25,373 +24%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.53M 126,946 -7,140 -5%
Ameriprise
19
Ameriprise
Minnesota
$5.47M 125,761 +837 +0.7%
IAG
20
Ipsen Advisor Group
Arkansas
$4.66M 106,947 +3,510 +3%
DC
21
Davenport & Co
Virginia
$4.39M 100,610 +3,078 +3%
KWM
22
Kingsview Wealth Management
Oregon
$3.74M 85,899 +32,383 +61%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.27M 75,267 +4,319 +6%
FPF
24
First Pacific Financial
Washington
$3.14M 72,104 -8,554 -11%
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.82M 64,618 +2,693 +4%