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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
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
$684M +$310K +4,556 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$161M +$164M +2,404,866 +313,134%
LPL Financial
3
LPL Financial
California
$142M +$12.4M +181,933 +9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$70.4M +$6.47M +95,045 +10%
CAG
5
Crestwood Advisors Group
Massachusetts
$67M +$605K +8,884 +0.9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$45.5M +$1.39M +20,481 +3%
SPWG
7
Syntegra Private Wealth Group
Missouri
$41.2M -$129K -1,894 -0.3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.6M +$13.3M +195,694 +53%
GVAG
9
Great Valley Advisor Group
Delaware
$37.1M +$1.15M +16,862 +3%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$30.1M +$3.63M +53,264 +13%
WWMSC
11
Wagner Wealth Management (South Carolina)
South Carolina
$28.8M +$1.26M +18,561 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.8M -$721K -10,594 -2%
AWA
13
Arkadios Wealth Advisors
Georgia
$27.2M +$27.8M +407,600 New
Raymond James Financial
14
Raymond James Financial
Florida
$26.7M +$992K +14,571 +4%
MFP
15
Meridian Financial Partners
Virginia
$22.9M +$760K +11,164 +3%
CFS
16
CGC Financial Services
Oregon
$22.7M -$190K -2,785 -0.8%
SWM
17
SHP Wealth Management
Massachusetts
$21.5M +$240K +3,523 +1%
IAA
18
Independent Advisor Alliance
North Carolina
$18.9M +$19.3M +283,108 New
VCP
19
Verus Capital Partners
Arizona
$18.2M +$1.01M +14,846 +6%
ARG
20
Advisory Resource Group
Oklahoma
$17.3M +$925K +13,586 +6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$13.1K +193 +0.1%
RMS
22
Retirement Management Systems
Maryland
$14.4M +$4.7M +69,027 +47%
ACM
23
Alpha Capital Management
Texas
$14M +$141K +2,070 +1%
WIM
24
WealthPlan Investment Management
Nebraska
$13.2M +$6.29M +92,385 +88%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.3M +$2.1M +30,904 +20%