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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

66 hedge funds and large institutions have $756M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+15
Holders Change %
+29.41%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
23
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.25M
3
CFD
3
Creative Financial Designs
Indiana
$3.08M
4
AF
4
Advisornet Financial
Minnesota
$2.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.13M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$650M
2
RT
2
Rockland Trust
Massachusetts
$1.72M
3
SIS
3
Strategic Investment Solutions
Illinois
$11.6K
4
SL
4
Systelligence LLC
Minnesota
$11.4M
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$911K +$214K +3,984 +31%
KAS
27
Kestra Advisory Services
Texas
$777K +$777K +14,459 New
UBS Group
28
UBS Group
Switzerland
$727K +$494K +9,195 +212%
Jane Street
29
Jane Street
New York
$701K -$200K -3,725 -22%
TFM
30
Trademark Financial Management
Minnesota
$661K +$661K +12,310 New
CIA
31
Concurrent Investment Advisors
Florida
$623K +$623K +11,592 New
Creative Planning
32
Creative Planning
Kansas
$602K -$418K -7,788 -41%
BDFN
33
Bond & Devick Financial Network
Minnesota
$569K +$140K +2,609 +33%
MFG
34
Merit Financial Group
Georgia
$526K +$526K +9,791 New
CAN
35
Cetera Advisor Networks
California
$518K +$22.3K +415 +4%
SWM
36
SFG Wealth Management
Maryland
$445K +$31.3K +583 +8%
Morgan Stanley
37
Morgan Stanley
New York
$386K +$158K +2,940 +69%
ODG
38
O'Dell Group
Ohio
$370K +$370K +6,888 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$314K -$10.6K -198 -3%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$296K +$296K +5,510 New
PTC
41
Private Trust Company
Ohio
$242K +$26.9K +500 +12%
NCM
42
Northwest Capital Management
Oregon
$211K +$211K +3,925 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$211K +$211K +3,921 New
BCG
44
Breakwater Capital Group
New Jersey
$201K +$201K +3,760 New
GRP
45
Global Retirement Partners
California
$150K +$64.1K +1,227 +74%
Bank of America
46
Bank of America
North Carolina
$145K -$138K -2,566 -49%
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$113K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$70.5K +$70.5K +1,312 New
DAC
49
Dividend Assets Capital
South Carolina
$70K – – –
AWM
50
Aspire Wealth Management
Massachusetts
$65.7K – – –
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