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JPMorgan Small & Mid Cap Enhanced Equity ETF

51 hedge funds and large institutions have $666M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BDFN
26
Bond & Devick Financial Network
Minnesota
$387K +$56.2K +1,159 +17%
SWM
27
SFG Wealth Management
Maryland
$373K +$373K +7,707 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$319K +$45.3K +934 +17%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$293K +$80.3K +1,657 +38%
WAG
30
Winthrop Advisory Group
Massachusetts
$262K -$145K -2,991 -36%
Bank of America
31
Bank of America
North Carolina
$255K +$8K +165 +3%
UBS Group
32
UBS Group
Switzerland
$210K +$79.7K +1,644 +61%
SWP
33
Stratos Wealth Partners
Ohio
$207K -$7.76K -160 -4%
Morgan Stanley
34
Morgan Stanley
New York
$205K
PTC
35
Private Trust Company
Ohio
$194K +$39.6K +817 +26%
GJIA
36
Glass Jacobson Investment Advisors
Maryland
$102K
GRP
37
Global Retirement Partners
California
$78.1K
NA
38
NewEdge Advisors
Louisiana
$64.5K
DAC
39
Dividend Assets Capital
South Carolina
$63K
Wells Fargo
40
Wells Fargo
California
$59.8K -$85.2K -1,758 -59%
AWM
41
Aspire Wealth Management
Massachusetts
$59.3K +$21.1K +435 +55%
CFFP
42
Center for Financial Planning
Michigan
$59.3K
Comerica Bank
43
Comerica Bank
Texas
$41.6K +$41.6K +859 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$32.4K +$32.4K +668 New
SIS
45
Sound Income Strategies
Florida
$4.75K +$4.75K +98 New
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$2.59K +$2.59K +53 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$2.08K
CAL
48
Capital Analysts LLC
Pennsylvania
$2K
PP
49
PrairieView Partners
Minnesota
$2K
SS
50
Sunbelt Securities
Texas
$1.99K