JPMorgan Diversified Return US Small Cap Equity

JPSE • ARCA

JPMorgan Diversified Return US Small Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 91 institutional investors hold shares in this ETF, with total holdings valued at $284.2M. LPL Financial LLC is the largest holder with a position valued at $42.9M.

Overview

Overview of institutional ownership in JPSE as of Q3 2025

All Institutions

Institutions: 91
Value Held: $284.2M
Shares Held: 5.7M
Avg Position: $3.1M
Median Position: $606.2K

Hedge Funds

Hedge Funds: 1
Value Held: $205.3K
Shares Held: 4.1K
Avg Position: $205.3K
Median Position: $205.3K

Biggest Investors

Institutions with the largest positions in JPSE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$42.9M 0.01% of portfolio	861.3K shares	Q4 2022 Held for 2y 11m	$340.07B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$38.3M 0.01% of portfolio	768.1K shares	Q4 2024 Held for 11 months	$310.43B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$28.8M 0.00% of portfolio	577.6K shares	Q4 2022 Held for 2y 11m	$1.33T
H Hartford Financial Management Inc. RIA/Wealth	Kevin Charles Quiros President	$16.0M 4.23% of portfolio	321.0K shares	Q4 2022 Held for 2y 11m	$377.6M
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$13.1M 0.00% of portfolio	263.2K shares	Q4 2022 Held for 2y 11m	$1.65T
G Goldstein Advisors, LLC RIA/Wealth	Jon David Goldstein Partner	$11.8M 1.43% of portfolio	236.3K shares	Q1 2023 Held for 2y 8m	$822.7M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$9.8M 0.00% of portfolio	196.4K shares	Q4 2022 Held for 2y 11m	$341.99B
Gerber Kawasaki Wealth & Investment Management RIA/Wealth	Ross Matthew Gerber CEO	$9.6M 0.33% of portfolio	193.1K shares	Q4 2022 Held for 2y 11m	$2.9B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$9.6M 0.01% of portfolio	192.6K shares	Q2 2023 Held for 2y 5m	$149.83B
TOCQUEVILLE ASSET MANAGEMENT L.P. Long Only Manager	Paul J Kleinschmidt CEO	$7.8M 0.11% of portfolio	156.9K shares	Q2 2023 Held for 2y 5m	$6.9B

Net Capital Flow

Institutional buying and selling activity for JPSE in Q3 2025

Traded: +$703.9K
Buyers: 46
Sellers: 40
Total Bought: +$20.5M
Total Sold: −$19.8M
Avg Position: $2.8M

Biggest Buyers

Institution	Net Bought	Current Position
BB&T CORP Institution	+$5.4M +108.1K shares	$5.4M 108.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$3.7M +74.9K shares	$9.8M 196.4K shares
J JANE STREET GROUP, LLC Institution	+$1.7M +34.6K shares	$1.7M 34.6K shares
Western Wealth Management, LLC RIA/Wealth	+$1.7M +34.6K shares	$1.7M 34.6K shares
L LPL Financial LLC Institution	+$1.4M +28.9K shares	$42.9M 861.3K shares
F Financial Engines Advisors L.L.C. Institution	+$1.2M +-1.8K shares	$1.2M 24.7K shares
J J.W. COLE ADVISORS, INC. Institution	+$765.7K +15.4K shares	$1.6M 31.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$710.3K +-21.9K shares	$710.3K 14.3K shares
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager	+$606.2K +12.2K shares	$606.2K 12.2K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$453.5K +9.1K shares	$4.5M 91.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
S STIFEL FINANCIAL CORP Long Only Manager	−$8.2M −165.6K shares	$2.9M 57.5K shares
AMERIPRISE FINANCIAL INC Institution	−$5.6M −111.9K shares	$933.2K 18.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.4M −28.2K shares	$38.3M 768.1K shares
Kingsview Wealth Management, LLC RIA/Wealth	−$1.1M −21.5K shares	$4.2M 83.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$537.2K −11.8K shares	Sold Off 0 shares
Mendel Money Management RIA/Wealth	−$453.1K −10.0K shares	Sold Off 0 shares
G Goldstein Advisors, LLC RIA/Wealth	−$317.0K −6.4K shares	$11.8M 236.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$311.4K −6.3K shares	$1.4M 28.1K shares
Centerpoint Advisory Group RIA/Wealth	−$266.8K −5.9K shares	Sold Off 0 shares
Kestra Advisory Services, LLC RIA/Wealth	−$240.5K −4.8K shares	$253.9K 5.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPSE in Q3 2025

New Positions: 8
New Value: $4.3M
Exited Positions: 10
Exited Value: $1.6M

New Positions

Institution	Position Value
Western Wealth Management, LLC RIA/Wealth	$1.7M 34.6K shares
F Financial Engines Advisors L.L.C. Institution	$1.2M 24.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$710.3K 14.3K shares
COMPASS CAPITAL MANAGEMENT INC/ Long Only Manager	$606.2K 12.2K shares
Horizon Investments, LLC/SC Long Only Manager	$24.2K 486.0 shares
Westside Investment Management, Inc. RIA/Wealth	$4.7K 93.0 shares
R Russell Investments Group, Ltd. RIA/Wealth	$3.5K 71.0 shares
Smartleaf Asset Management LLC Long Only Manager	$646.0 13.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$537.2K 11.8K shares
Mendel Money Management RIA/Wealth	$453.1K 10.0K shares
Centerpoint Advisory Group RIA/Wealth	$266.8K 5.9K shares
Teamwork Financial Advisors, LLC RIA/Wealth	$239.0K 5.3K shares
A AMERIFLEX GROUP, INC. Institution	$42.8K 941.0 shares
BANK OF MONTREAL /CAN/ Institution	$5.0K 111.0 shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	$4.7K 103.0 shares
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth	$2.5K 54.0 shares
B Beacon Capital Management, LLC RIA/Wealth	$1.0K 23.0 shares
WELLS FARGO & COMPANY/MN Institution	$897.0 20.0 shares

Options Activity

Institutions with the largest Call and Put options positions in JPSE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JPSE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Keystone Financial Services, LLC RIA/Wealth	Nancy Jean Laug-Sholin Managing Partner	5.53% $7.7M	153.9K shares	Q4 2024 Held for 11 months	$138.5M
H Hartford Financial Management Inc. RIA/Wealth	Kevin Charles Quiros President	4.23% $16.0M	321.0K shares	Q4 2022 Held for 2y 11m	$377.6M
Ipsen Advisor Group LLC RIA/Wealth	Loren Marshall Ipsen CEO	4.02% $5.6M	112.3K shares	Q4 2024 Held for 11 months	$139.0M
S Sprinkle Financial Consultants LLC RIA/Wealth	Sean Gary Sprinkle Managing Partner	3.74% $6.7M	133.5K shares	Q4 2023 Held for 1y 11m	$178.0M
S STONEHAVEN WEALTH & TAX SOLUTIONS, LLC RIA/Wealth	Brian M. Much CEO	1.90% $2.0M	40.8K shares	Q4 2024 Held for 11 months	$106.9M
G Goldstein Advisors, LLC RIA/Wealth	Jon David Goldstein Partner	1.43% $11.8M	236.3K shares	Q1 2023 Held for 2y 8m	$822.7M
Paul Damon & Associates, Inc. RIA/Wealth	Kyle Robert Kelley CEO	1.22% $2.6M	51.4K shares	Q4 2022 Held for 2y 11m	$209.4M
LWM Advisory Services, LLC RIA/Wealth	Tony Edward Dubose CIO	0.71% $1.1M	22.6K shares	Q4 2022 Held for 2y 11m	$158.9M
Capital Advisors Wealth Management, LLC RIA/Wealth	Edward Charles Reinhart Managing Partner	0.68% $4.8M	95.4K shares	Q4 2022 Held for 2y 11m	$700.7M
F First Pacific Financial RIA/Wealth	Todd Robert Engblom-Stryker CEO	0.49% $3.6M	71.5K shares	Q4 2022 Held for 2y 11m	$719.8M

Hedge Fund Spotlight

Discover hedge funds investing in JPSE

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan Diversified Return US Small Cap Equity

Market Value: $205.3K
Shares Held: 4.1K
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

View full profile