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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.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 3940 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

3% more capital invested

Capital invested by funds: $630M → $646M (+$16.2M)

0.22% less ownership

Funds ownership: 80.18%79.97% (-0.22%)

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 Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$73K
DAC
27
Dividend Assets Capital
South Carolina
$60K
CFFP
28
Center for Financial Planning
Michigan
$58.7K
ASN
29
Advisory Services Network
Georgia
$37.2K -$45.5K -935 -55%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$32K +$32.5K +668 New
CAL
31
Capital Analysts LLC
Pennsylvania
$19K +$2.39K +49 +14%
PTC
32
Private Trust Company
Ohio
$13.4K
SIS
33
Strategic Investment Solutions
Illinois
$10.4K +$10.5K +216 New
Franklin Resources
34
Franklin Resources
California
$5.51K +$5.6K +115 New
NA
35
NewEdge Advisors
Louisiana
$2.78K +$2.83K +58 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.35K
PP
37
PrairieView Partners
Minnesota
$2K
SS
38
Sunbelt Securities
Texas
$1.93K +$2K +41 New
ME
39
McIlrath & Eck
Washington
$719
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$602 -$157K -3,218 -20%
TCWM
41
Total Clarity Wealth Management
Illinois
-$467K -10,148 Closed
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
-$83.9K -1,823 Closed
GFWA
43
Grey Fox Wealth Advisors
Delaware
-$25.4K -551 Closed
IA
44
IFP Advisors
Florida
-$22K -464 Closed
SC
45
SouthState Corp
Florida
-$6.35K -138 Closed
FCAS
46
First Command Advisory Services
Texas
-$1K -15 Closed