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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.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$57.6M
KOC
2
Koss-Olinger Consulting
Florida
$55.3M
LPL Financial
3
LPL Financial
California
$28.2M
Bank of America
4
Bank of America
North Carolina
$24.6M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$20.1M
CAWM
6
Capital Advisors Wealth Management
Washington
$19.6M
Morgan Stanley
7
Morgan Stanley
New York
$12.3M
GA
8
Goldstein Advisors
Wisconsin
$10.6M
Stifel Financial
9
Stifel Financial
Missouri
$9.32M
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.09M
AP
11
Appleton Partners
Massachusetts
$7.95M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$7.14M
HFM
13
Hartford Financial Management
Connecticut
$6.95M
TAM
14
Tocqueville Asset Management
New York
$6.87M
KFSN
15
Keystone Financial Services (Nebraska)
Nebraska
$6.24M
FAIM
16
Financial Advocates Investment Management
Washington
$6.13M
SFC
17
Sprinkle Financial Consultants
Colorado
$5.78M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.53M
Ameriprise
19
Ameriprise
Minnesota
$5.47M
IAG
20
Ipsen Advisor Group
Arkansas
$4.66M
DC
21
Davenport & Co
Virginia
$4.39M
KWM
22
Kingsview Wealth Management
Oregon
$3.74M
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.27M
FPF
24
First Pacific Financial
Washington
$3.14M
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.82M