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JPMorgan Small & Mid Cap Enhanced Equity ETF

146 hedge funds and large institutions have $1.49B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
$668M
LPL Financial
2
LPL Financial
California
$115M
CAG
3
Crestwood Advisors Group
Massachusetts
$59.4M
GVAG
4
Great Valley Advisor Group
Delaware
$54.2M
SPWG
5
Syntegra Private Wealth Group
Missouri
$52M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.9M
Osaic Holdings
7
Osaic Holdings
Arizona
$30.2M
TWP
8
Total Wealth Planning
Ohio
$30.1M
Raymond James Financial
9
Raymond James Financial
Florida
$28.5M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$27.4M
WWM
11
Wagner Wealth Management
South Carolina
$24.9M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$22.8M
CFS
13
CGC Financial Services
Oregon
$21.3M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$20.7M
MFP
15
Meridian Financial Partners
Virginia
$19.5M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$16M
ARG
17
Advisory Resource Group
Oklahoma
$15.4M
VCP
18
Verus Capital Partners
Arizona
$14.6M
CAWM
19
Capital Advisors Wealth Management
Washington
$12.8M
ACM
20
Alpha Capital Management
Texas
$12.8M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.6M
BDFN
22
Bond & Devick Financial Network
Minnesota
$10.6M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.2M
CWA
24
Choice Wealth Advisors
Maine
$9.98M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.58M