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JPMorgan Small & Mid Cap Enhanced Equity ETF

39 hedge funds and large institutions have $630M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ASN
26
Advisory Services Network
Georgia
$78.7K 1,710 +1,710 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$70K 1,516
DAC
28
Dividend Assets Capital
South Carolina
$60K 1,306 +275 +27%
GRP
29
Global Retirement Partners
California
$57K 1,238 +1,238 New
CFFP
30
Center for Financial Planning
Michigan
$56.3K 1,223
GFWA
31
Grey Fox Wealth Advisors
Delaware
$25.4K 551 +551 New
IA
32
IFP Advisors
Florida
$22K 464
CAL
33
Capital Analysts LLC
Pennsylvania
$16K 353
PTC
34
Private Trust Company
Ohio
$13K 280 +280 New
SC
35
SouthState Corp
Florida
$6.35K 138 +138 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.26K 49
PP
37
PrairieView Partners
Minnesota
$2K 61
FCAS
38
First Command Advisory Services
Texas
$1K 15 +15 New
ME
39
McIlrath & Eck
Washington
$691 15
PAG
40
Private Advisor Group
New Jersey
-8,958 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
-5,524 Closed
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
-626 Closed
MA
43
MCF Advisors
Kentucky
-43 Closed
HNB
44
Huntington National Bank
Ohio
CFGS
45
Concourse Financial Group Securities
Alabama