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JPMorgan Small & Mid Cap Enhanced Equity ETF

44 hedge funds and large institutions have $686M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$213K 4,238 -89 -2%
PTC
27
Private Trust Company
Ohio
$160K 3,191 +2,911 +1,040%
Wells Fargo
28
Wells Fargo
California
$150K 2,992 +1,038 +53%
UBS Group
29
UBS Group
Switzerland
$135K 2,692 -1,511 -36%
GJIA
30
Glass Jacobson Investment Advisors
Maryland
$105K 2,100 +2,100 New
GRP
31
Global Retirement Partners
California
$82.8K 1,651
NA
32
NewEdge Advisors
Louisiana
$66.8K 1,331 +1,273 +2,195%
DAC
33
Dividend Assets Capital
South Carolina
$66K 1,306
CFFP
34
Center for Financial Planning
Michigan
$61.3K 1,223
AWM
35
Activest Wealth Management
Florida
$60K 1,197 +1,197 New
AWM
36
Aspire Wealth Management
Massachusetts
$39.6K 789 +789 New
SIS
37
Strategic Investment Solutions
Illinois
$10K 216
PP
38
PrairieView Partners
Minnesota
$3K 61
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.16K 43 -6 -12%
AAG
40
Armstrong Advisory Group
Massachusetts
$2.11K 42 +42 New
SS
41
Sunbelt Securities
Texas
$2.06K 41
CAL
42
Capital Analysts LLC
Pennsylvania
$2K 49 -353 -88%
SCA
43
Stonebridge Capital Advisors
Minnesota
$1.46K 29 +29 New
ME
44
McIlrath & Eck
Washington
$752 15
IWM
45
IHT Wealth Management
Illinois
-16,669 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-5,021 Closed
ASN
47
Advisory Services Network
Georgia
-775 Closed
Franklin Resources
48
Franklin Resources
California
-115 Closed
CFGS
49
Concourse Financial Group Securities
Alabama