JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
111 hedge funds and large institutions have $397M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
9% more funds holding
Funds holding: 102 → 111 (+9)
7.68% more ownership
Funds ownership: 70.51% → 78.19% (+7.7%)
7% more capital invested
Capital invested by funds: $372M → $397M (+$25.4M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$15.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.95M |
| 3 |
Morgan Stanley
New York
|
+$1.38M |
| 4 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$1.35M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.04M |
| 2 |
Jane Street
New York
|
-$1.47M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.01M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$841K |
JPSE Hedge Fund Activity: Q4 2025 in Review
111 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) for Q4 2025, worth a combined $397M — up 6.8% from $372M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPSE positions and 5 closed out — a net gain of 11 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was Aprio Wealth Management, opening a new position worth an estimated $15.5M. The largest seller was Osaic Holdings, cutting an estimated $2.04M.
- 111 institutional investors held JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) as of Q4 2025, up from 102 in Q3 2025.
- Funds reported $397M of JPMorgan Diversified Return US Small Cap Equity ETF stock for Q4 2025, up 6.8% quarter-over-quarter.
- 16 funds opened new JPMorgan Diversified Return US Small Cap Equity ETF positions in Q4 2025 and 5 closed out, a net change of +11 holders.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF buyer in Q4 2025 was Aprio Wealth Management, an estimated $15.5M added.
- The largest JPMorgan Diversified Return US Small Cap Equity ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.04M sold.
Based on aggregated 13F filings for Q4 2025.