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JPMorgan Small & Mid Cap Enhanced Equity ETF

145 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
145
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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$622M
LPL Financial
2
LPL Financial
California
$117M
CAG
3
Crestwood Advisors Group
Massachusetts
$50.9M
GVAG
4
Great Valley Advisor Group
Delaware
$50.1M
SPWG
5
Syntegra Private Wealth Group
Missouri
$47.4M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.3M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$27.5M
Osaic Holdings
8
Osaic Holdings
Arizona
$26.4M
TWP
9
Total Wealth Planning
Ohio
$26.2M
Raymond James Financial
10
Raymond James Financial
Florida
$24.2M
WWM
11
Wagner Wealth Management
South Carolina
$22.9M
CFS
12
CGC Financial Services
Oregon
$21.8M
Jones Financial Companies
13
Jones Financial Companies
Missouri
$17.1M
ARG
14
Advisory Resource Group
Oklahoma
$17M
MFP
15
Meridian Financial Partners
Virginia
$16.9M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$15.3M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.5M
ACM
18
Alpha Capital Management
Texas
$11.7M
CWA
19
Choice Wealth Advisors
Maine
$9.27M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.23M
BDFN
21
Bond & Devick Financial Network
Minnesota
$9.13M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$8.3M
VCP
23
Verus Capital Partners
Arizona
$7.82M
SWM
24
Schwallier Wealth Management
Michigan
$7.13M
FZCM
25
Flynn Zito Capital Management
New York
$6.42M