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JPMorgan Small & Mid Cap Enhanced Equity ETF

143 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 17 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
1.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
17
Increased
71
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$5.82M 98,232 +9,420 +11%
KAS
27
Kestra Advisory Services
Texas
$5.73M 96,831 +16,107 +20%
FFP
28
Freedom Financial Partners
Minnesota
$5.52M 93,241 +3,798 +4%
LPT
29
Legacy Private Trust
Wisconsin
$5.28M 89,163 +71,979 +419%
SA
30
Scarborough Advisors
Maryland
$4.94M 83,493 +18,962 +29%
CFD
31
Creative Financial Designs
Indiana
$4.81M 81,215 -3,697 -4%
SL
32
Systelligence LLC
Minnesota
$4.75M 80,142 -114,242 -59%
Stifel Financial
33
Stifel Financial
Missouri
$4.73M 79,897 -3,880 -5%
LWM
34
Lakeridge Wealth Management
Ohio
$4.6M 77,720 +2,338 +3%
SA
35
Stewardship Advisors
Pennsylvania
$4.39M 74,076 +696 +0.9%
Citadel Advisors
36
Citadel Advisors
Florida
$4.09M 69,098 +8,077 +13%
WMA
37
West Michigan Advisors
Michigan
$4.09M 69,047 +701 +1%
PAG
38
Private Advisor Group
New Jersey
$4.08M 68,860 +47,414 +221%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$3.78M 61,922 -3,518 -5%
DWP
40
Destiny Wealth Partners
Florida
$3.77M 63,706 +1,467 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.37M 56,849 -28,748 -34%
Ameriprise
42
Ameriprise
Minnesota
$3.34M 56,348 -3,676 -6%
EH
43
Equitable Holdings
New York
$3.12M 52,710 +7,697 +17%
UBS Group
44
UBS Group
Switzerland
$2.98M 50,255 -11,126 -18%
AAS
45
Avantax Advisory Services
Texas
$2.95M 49,854 +15,828 +47%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.75M 46,424 -1,974 -4%
ALA
47
Atlas Legacy Advisors
California
$2.67M 45,021 +2,862 +7%
FTS
48
Fifth Third Securities
Ohio
$2.44M 41,172 +6,018 +17%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$2.21M 37,388 -7,081 -16%
MFG
50
Merit Financial Group
Georgia
$2.03M 34,273 -2,648 -7%