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JPMorgan Diversified Return US Small Cap Equity ETF

108 hedge funds and large institutions have $396M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
108
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
KOC
1
Koss-Olinger Consulting
Florida
$61.8M
LPL Financial
2
LPL Financial
California
$45.1M
Raymond James Financial
3
Raymond James Financial
Florida
$37.5M
Bank of America
4
Bank of America
North Carolina
$29.3M
HFM
5
Hartford Financial Management
Connecticut
$16.7M
AWM
6
Aprio Wealth Management
Georgia
$15.5M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.4M
Morgan Stanley
8
Morgan Stanley
New York
$14.6M
GA
9
Goldstein Advisors
Wisconsin
$11.4M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$10.4M
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$9.81M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.76M
AP
13
Appleton Partners
Massachusetts
$9.52M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$7.84M
SFC
15
Sprinkle Financial Consultants
Colorado
$7.5M
TAM
16
Tocqueville Asset Management
New York
$7.02M
Truist Financial
17
Truist Financial
North Carolina
$6.24M
IAG
18
Ipsen Advisor Group
Arkansas
$5.66M
Jones Financial Companies
19
Jones Financial Companies
Missouri
$5.48M
DC
20
Davenport & Co
Virginia
$5.39M
CAWM
21
Capital Advisors Wealth Management
Washington
$4.77M
FPF
22
First Pacific Financial
Washington
$3.59M
KWM
23
Kingsview Wealth Management
Oregon
$3.49M
Stifel Financial
24
Stifel Financial
Missouri
$2.96M
IWC
25
Integrated Wealth Concepts
Massachusetts
$2.85M