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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

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.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

22% more funds holding

Funds holding: 32 → 39 (+7)

1% more capital invested

Capital invested by funds: $622M → $630M (+$7.77M)

0.16% less ownership

Funds ownership: 80.34% → 80.18% (-0.16%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

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
–

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
+$4.12M
2
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$1.71M
3
LPL Financial
LPL Financial
California
+$1.51M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.49M
5
WAG
Winthrop Advisory Group
Massachusetts
+$431K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$21.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.69M
3
Stifel Financial
Stifel Financial
Missouri
-$1.27M
4
RT
Rockland Trust
Massachusetts
-$851K
5
PAG
Private Advisor Group
New Jersey
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$78.7K +$82.9K +1,710 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
DAC
28
Dividend Assets Capital
South Carolina
$60K +$13.3K +275 +27%
GRP
29
Global Retirement Partners
California
$57K +$60K +1,238 New
CFFP
30
Center for Financial Planning
Michigan
$56.3K – – –
GFWA
31
Grey Fox Wealth Advisors
Delaware
$25.4K +$26.7K +551 New
IA
32
IFP Advisors
Florida
$22K – – –
CAL
33
Capital Analysts LLC
Pennsylvania
$16K – – –
PTC
34
Private Trust Company
Ohio
$13K +$13.6K +280 New
SC
35
SouthState Corp
Florida
$6.35K +$6.69K +138 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.26K – – –
PP
37
PrairieView Partners
Minnesota
$2K – – –
FCAS
38
First Command Advisory Services
Texas
$1K +$727 +15 New
ME
39
McIlrath & Eck
Washington
$691 – – –
PAG
40
Private Advisor Group
New Jersey
– -$398K -8,958 Closed
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
– -$245K -5,524 Closed
HGERS
42
Householder Group Estate & Retirement Specialist
Arizona
– -$27K -626 Closed
MA
43
MCF Advisors
Kentucky
– -$2K -43 Closed
HNB
44
Huntington National Bank
Ohio
– -$4K – –
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