We are live on ! Find out more
JPSE icon

JPMorgan Diversified Return US Small Cap Equity ETF

102 hedge funds and large institutions have $372M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $351M → $372M (+$20.7M)

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.77% less ownership

Funds ownership: 74.28%70.51% (-3.8%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

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
11
Increased
35
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$56.4M -$407K -8,476 -0.7%
LPL Financial
2
LPL Financial
California
$42.9M +$1.39M +28,904 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$38.3M -$1.36M -28,217 -4%
Bank of America
4
Bank of America
North Carolina
$28.8M +$275K +5,722 +1%
HFM
5
Hartford Financial Management
Connecticut
$16M +$272K +5,661 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15M -$711K -14,794 -5%
Morgan Stanley
7
Morgan Stanley
New York
$13.1M -$11.9K -247 -0.1%
GA
8
Goldstein Advisors
Wisconsin
$11.8M -$306K -6,364 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.78M +$3.6M +74,870 +62%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$9.62M +$198K +4,113 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$9.6M +$111K +2,302 +1%
AP
12
Appleton Partners
Massachusetts
$9.23M +$150K +3,113 +2%
TAM
13
Tocqueville Asset Management
New York
$7.82M +$40.9K +851 +0.5%
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$7.66M +$152K +3,161 +2%
SFC
15
Sprinkle Financial Consultants
Colorado
$6.65M +$333K +6,934 +5%
IAG
16
Ipsen Advisor Group
Arkansas
$5.59M +$59.4K +1,236 +1%
Truist Financial
17
Truist Financial
North Carolina
$5.38M +$5.19M +108,088 New
DC
18
Davenport & Co
Virginia
$5.38M -$5.24K -109 -0.1%
CAWM
19
Capital Advisors Wealth Management
Washington
$4.75M +$211K +4,393 +5%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$4.55M +$437K +9,093 +11%
KWM
21
Kingsview Wealth Management
Oregon
$4.15M -$1.04M -21,546 -21%
FPF
22
First Pacific Financial
Washington
$3.56M -$94.7K -1,970 -3%
IWC
23
Integrated Wealth Concepts
Massachusetts
$2.95M -$105K -2,179 -4%
Stifel Financial
24
Stifel Financial
Missouri
$2.86M -$7.96M -165,572 -74%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.64M -$6.39K -133 -0.2%

JPSE Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q3 2025, worth a combined $372M — up 5.9% from $351M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JPSE positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $5.19M. The largest seller was Stifel Financial, cutting an estimated $7.96M.

  • 102 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $372M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 11 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q3 2025 and 10 closed out, a net change of +1 holder.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q3 2025 was Truist Financial, an estimated $5.19M added.
  • The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q3 2025 was Stifel Financial, an estimated $7.96M sold.

Based on aggregated 13F filings for Q3 2025.