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JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $351M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $367M → $351M (-$15.9M)

1.61% less ownership

Funds ownership: 75.89%74.28% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 42

Holders
102
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
6
Increased
36
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$56.8M -$837K -19,374 -2%
LPL Financial
2
LPL Financial
California
$37.9M +$8.05M +186,401 +29%
Raymond James Financial
3
Raymond James Financial
Florida
$36.2M -$22.7M -525,688 -40%
Bank of America
4
Bank of America
North Carolina
$26M +$333K +7,723 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.4M -$6.24M -144,561 -31%
HFM
6
Hartford Financial Management
Connecticut
$14.3M +$6.73M +155,815 +98%
Morgan Stanley
7
Morgan Stanley
New York
$12M -$769K -17,817 -6%
GA
8
Goldstein Advisors
Wisconsin
$11M +$2.2K +51 +0%
Stifel Financial
9
Stifel Financial
Missouri
$10.1M +$398K +9,223 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.66M +$1.15M +26,569 +16%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$8.6M +$143K +3,305 +2%
AP
12
Appleton Partners
Massachusetts
$8.29M -$6.48K -150 -0.1%
TAM
13
Tocqueville Asset Management
New York
$7.1M -$61.8K -1,431 -0.9%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$6.86M +$326K +7,539 +5%
Ameriprise
15
Ameriprise
Minnesota
$5.95M +$210K +4,853 +4%
SFC
16
Sprinkle Financial Consultants
Colorado
$5.76M -$257K -5,946 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.53M -$232K -5,379 -4%
IAG
18
Ipsen Advisor Group
Arkansas
$5.05M +$178K +4,120 +4%
DC
19
Davenport & Co
Virginia
$4.92M +$326K +7,556 +8%
KWM
20
Kingsview Wealth Management
Oregon
$4.77M +$820K +19,002 +22%
FAIM
21
Financial Advocates Investment Management
Washington
$4.32M -$1.97M -45,596 -32%
CAWM
22
Capital Advisors Wealth Management
Washington
$4.14M -$15.5M -358,098 -80%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.74M +$297K +6,871 +9%
FPF
24
First Pacific Financial
Washington
$3.34M +$58.8K +1,362 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.23M +$795K +18,414 +35%

JPSE Hedge Fund Activity: Q2 2025 in Review

102 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q2 2025, worth a combined $351M — down 4.3% from $367M a quarter earlier.

Fund positioning in JPSE was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 42 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.05M. The largest seller was Raymond James Financial, cutting an estimated $22.7M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $351M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 6 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q2 2025 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $8.05M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q2 2025 was Raymond James Financial, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2025.