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JPMorgan Diversified Return US Small Cap Equity ETF

111 hedge funds and large institutions have $412M invested in JPMorgan Diversified Return US Small Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$53.9M
LPL Financial
2
LPL Financial
California
$47.6M
Raymond James Financial
3
Raymond James Financial
Florida
$38.7M
Bank of America
4
Bank of America
North Carolina
$32M
HFM
5
Hartford Financial Management
Connecticut
$17.3M
AWM
6
Aprio Wealth Management
Georgia
$16.6M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M
Morgan Stanley
8
Morgan Stanley
New York
$14.3M
GA
9
Goldstein Advisors
Wisconsin
$12.1M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.2M
AP
11
Appleton Partners
Massachusetts
$10M
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$9.98M
SFC
13
Sprinkle Financial Consultants
Colorado
$9.17M
KFSN
14
Keystone Financial Services (Nebraska)
Nebraska
$8.46M
JP Morgan Chase
15
JP Morgan Chase
New York
$7.98M
TAM
16
Tocqueville Asset Management
New York
$7.36M
MCA
17
Magnolia Capital Advisors
Mississippi
$7.34M
Truist Financial
18
Truist Financial
North Carolina
$7.07M
Jones Financial Companies
19
Jones Financial Companies
Missouri
$7M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.75M
DC
21
Davenport & Co
Virginia
$5.65M
CAWM
22
Capital Advisors Wealth Management
Washington
$4.77M
KWM
23
Kingsview Wealth Management
Oregon
$3.82M
FPF
24
First Pacific Financial
Washington
$3.77M
FCM
25
Family Capital Management
Michigan
$3.46M