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JPMorgan Small & Mid Cap Enhanced Equity ETF

170 hedge funds and large institutions have $1.57B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
JP Morgan Chase
1
JP Morgan Chase
New York
$677M
LPL Financial
2
LPL Financial
California
$126M
CAG
3
Crestwood Advisors Group
Massachusetts
$64M
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$61.7M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$42.5M
SPWG
6
Syntegra Private Wealth Group
Missouri
$39.8M
GVAG
7
Great Valley Advisor Group
Delaware
$34.7M
Osaic Holdings
8
Osaic Holdings
Arizona
$27.5M
WWMSC
9
Wagner Wealth Management (South Carolina)
South Carolina
$26.6M
Jones Financial Companies
10
Jones Financial Companies
Missouri
$26.1M
Raymond James Financial
11
Raymond James Financial
Florida
$24.8M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.6M
MFP
13
Meridian Financial Partners
Virginia
$22.5M
CFS
14
CGC Financial Services
Oregon
$22M
VCP
15
Verus Capital Partners
Arizona
$16.6M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$16.6M
ARG
17
Advisory Resource Group
Oklahoma
$15.8M
CAWM
18
Capital Advisors Wealth Management
Washington
$13.8M
ACM
19
Alpha Capital Management
Texas
$13.4M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$13.2M
BDFN
21
Bond & Devick Financial Network
Minnesota
$11.5M
CWA
22
Choice Wealth Advisors
Maine
$10.1M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.87M
RMS
24
Retirement Management Systems
Maryland
$9.41M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$8.84M