JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF

40 hedge funds and large institutions have $646M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
12
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$73K 1,516
DAC
27
Dividend Assets Capital
South Carolina
$60K 1,306
CFFP
28
Center for Financial Planning
Michigan
$58.7K 1,223
ASN
29
Advisory Services Network
Georgia
$37.2K 775 -935 -55%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$32K 668 +668 New
CAL
31
Capital Analysts LLC
Pennsylvania
$19K 402 +49 +14%
PTC
32
Private Trust Company
Ohio
$13.4K 280
SIS
33
Strategic Investment Solutions
Illinois
$10.4K 216 +216 New
Franklin Resources
34
Franklin Resources
California
$5.52K 115 +115 New
NA
35
NewEdge Advisors
Louisiana
$2.78K 58 +58 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.35K 49
PP
37
PrairieView Partners
Minnesota
$2K 61
SS
38
Sunbelt Securities
Texas
$1.93K 41 +41 New
ME
39
McIlrath & Eck
Washington
$719 15
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$602 12,561 -3,218 -20%
TCWM
41
Total Clarity Wealth Management
Illinois
-10,148 Closed
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
-1,823 Closed
GFWA
43
Grey Fox Wealth Advisors
Delaware
-551 Closed
IA
44
IFP Advisors
Florida
-464 Closed
SC
45
SouthState Corp
Florida
-138 Closed
FCAS
46
First Command Advisory Services
Texas
-15 Closed
CFGS
47
Concourse Financial Group Securities
Alabama