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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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4451 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $686M → $666M (-$20.3M)

1.23% less ownership

Funds ownership: 80.24%79.01% (-1.2%)

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
Change in
Stake
BDFN
26
Bond & Devick Financial Network
Minnesota
$387K +$58.5K +1,159 +17%
SWM
27
SFG Wealth Management
Maryland
$373K +$389K +7,707 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$319K +$47.2K +934 +17%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$293K +$83.7K +1,657 +38%
WAG
30
Winthrop Advisory Group
Massachusetts
$262K -$151K -2,991 -36%
Bank of America
31
Bank of America
North Carolina
$255K +$8.33K +165 +3%
UBS Group
32
UBS Group
Switzerland
$210K +$83K +1,644 +61%
SWP
33
Stratos Wealth Partners
Ohio
$207K -$8.08K -160 -4%
Morgan Stanley
34
Morgan Stanley
New York
$205K
PTC
35
Private Trust Company
Ohio
$194K +$41.3K +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 -$88.8K -1,758 -59%
AWM
41
Aspire Wealth Management
Massachusetts
$59.3K +$22K +435 +55%
CFFP
42
Center for Financial Planning
Michigan
$59.3K
Comerica Bank
43
Comerica Bank
Texas
$41.6K +$43.4K +859 New
HGERS
44
Householder Group Estate & Retirement Specialist
Arizona
$32.4K +$33.7K +668 New
SIS
45
Sound Income Strategies
Florida
$4.75K +$4.95K +98 New
FMII
46
Farmers & Merchants Investments Inc
Nebraska
$2.59K +$2.68K +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