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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
FZCM
26
Flynn Zito Capital Management
New York
$8.43M
MFGI
27
Macco Financial Group, Inc.
Wisconsin
$8.39M
TWM
28
Tradition Wealth Management
Minnesota
$7.63M
CD
29
Capital Developers
North Carolina
$7.18M
SA
30
Stewardship Advisors
Pennsylvania
$6.83M
PAG
31
Private Advisor Group
New Jersey
$6.75M
WIM
32
WealthPlan Investment Management
Nebraska
$6.74M
SA
33
Scarborough Advisors
Maryland
$6.41M
KAS
34
Kestra Advisory Services
Texas
$6.38M
CFD
35
Creative Financial Designs
Indiana
$6.33M
Stifel Financial
36
Stifel Financial
Missouri
$6.25M
LPT
37
Legacy Private Trust
Wisconsin
$5.9M
LWM
38
Lakeridge Wealth Management
Ohio
$5.22M
DWP
39
Destiny Wealth Partners
Florida
$4.62M
MML Investors Services
40
MML Investors Services
Massachusetts
$4.23M
SWM
41
Schwallier Wealth Management
Michigan
$3.99M
AT
42
American Trust
Kentucky
$3.88M
EH
43
Equitable Holdings
New York
$3.56M
ATS
44
Ashton Thomas Securities
New York
$3.35M
ALA
45
Atlas Legacy Advisors
California
$3.32M
Baird Financial Group
46
Baird Financial Group
Wisconsin
$3.2M
CIA
47
Concurrent Investment Advisors
Florida
$3.05M
UBS Group
48
UBS Group
Switzerland
$3.03M
Ameriprise
49
Ameriprise
Minnesota
$3M
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.91M