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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

32 hedge funds and large institutions have $622M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 31 → 32 (+1)

2.07% more ownership

Funds ownership: 78.27% → 80.34% (+2.1%)

5% less capital invested

Capital invested by funds: $653M → $622M (-$30.3M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RT
Rockland Trust
Massachusetts
+$15.6M
2
LPL Financial
LPL Financial
California
+$3.49M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$641K
4
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$567K
5
Citadel Advisors
Citadel Advisors
Florida
+$106K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$28M
2
Stifel Financial
Stifel Financial
Missouri
-$769K
3
Jane Street
Jane Street
New York
-$621K
4
US Bancorp
US Bancorp
Minnesota
-$584K
5
Truist Financial
Truist Financial
North Carolina
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$22K – – –
CAL
27
Capital Analysts LLC
Pennsylvania
$16K +$17.2K +353 New
BFEC
28
Benjamin F. Edwards & Company
Missouri
$6K – – –
HNB
29
Huntington National Bank
Ohio
$4K – – –
PP
30
PrairieView Partners
Minnesota
$3K – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2K -$1.22K -25 -34%
MA
32
MCF Advisors
Kentucky
$2K +$2.1K +43 New
ME
33
McIlrath & Eck
Washington
$1K +$731 +15 New
Jane Street
34
Jane Street
New York
– -$621K -13,546 Closed
Truist Financial
35
Truist Financial
North Carolina
– -$376K -8,210 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– -$310K -6,763 Closed
Ameriprise
37
Ameriprise
Minnesota
– -$224K -4,895 Closed
PFS
38
Prospera Financial Services
Texas
– -$60K -1,310 Closed
PTC
39
Private Trust Company
Ohio
– -$13K -280 Closed
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
– -$7K -147 Closed
1
2

JMEE Hedge Fund Activity: Q3 2022 in Review

32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q3 2022, worth a combined $622M — down 4.6% from $653M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JMEE positions and 7 closed out — a net gain of 1 holder — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Rockland Trust, opening a new position worth an estimated $15.6M. The largest seller was JP Morgan Chase, cutting an estimated $28M.

  • 32 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q3 2022, up from 31 in Q2 2022.
  • Funds reported $622M of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q3 2022, down 4.6% quarter-over-quarter.
  • 8 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q3 2022 and 7 closed out, a net change of +1 holder.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q3 2022 was Rockland Trust, an estimated $15.6M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q3 2022 was JP Morgan Chase, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2022.