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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
BDFN
26
Bond & Devick Financial Network
Minnesota
$11.7M -$201K -2,955 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.7M -$2.04M -29,935 -15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$9.31M +$145K +2,136 +2%
TWM
29
Tradition Wealth Management
Minnesota
$8.55M +$645K +9,473 +8%
CD
30
Capital Developers
North Carolina
$7.47M +$23.3K +342 +0.3%
PAG
31
Private Advisor Group
New Jersey
$7.18M +$177K +2,604 +2%
MFG
32
Macco Financial Group
Wisconsin
$7.14M -$1.59M -23,407 -18%
Stifel Financial
33
Stifel Financial
Missouri
$7.06M +$589K +8,654 +9%
KAS
34
Kestra Advisory Services
Texas
$6.78M +$166K +2,434 +2%
SA
35
Scarborough Advisors
Maryland
$6.68M +$30.9K +454 +0.5%
CFD
36
Creative Financial Designs
Indiana
$6.6M +$35.9K +527 +0.5%
LPT
37
Legacy Private Trust
Wisconsin
$6.23M +$115K +1,692 +2%
CIA
38
Concurrent Investment Advisors
Florida
$6.21M +$3.1M +45,550 +96%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.12M +$1.76M +25,895 +39%
SA
40
Stewardship Advisors
Pennsylvania
$5.97M -$1.14M -16,741 -16%
FZCM
41
Flynn Zito Capital Management
New York
$5.76M -$3.05M -44,741 -34%
LWM
42
Lakeridge Wealth Management
Ohio
$5.45M +$38.7K +569 +0.7%
DWP
43
Destiny Wealth Partners
Florida
$4.41M -$124K -1,819 -3%
PGF
44
Plan Group Financial
Oklahoma
$4.06M +$2.01M +29,590 +95%
MWM
45
Modern Wealth Management
Kansas
$3.92M +$2.18M +32,065 +123%
AT
46
American Trust
Kentucky
$3.85M -$182K -2,671 -4%
BPFA
47
Barnes Pettey Financial Advisors
Mississippi
$3.79M +$2.57M +37,759 +199%
SWM
48
Schwallier Wealth Management
Michigan
$3.74M -$215K -3,159 -5%
PTP
49
Platform Technology Partners
New York
$3.65M +$3.73M +54,707 New
ATS
50
Ashton Thomas Securities
New York
$3.6M +$130K +1,905 +4%