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JPMorgan Small & Mid Cap Enhanced Equity ETF

81 hedge funds and large institutions have $808M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
33
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$1.72M 29,416 +7,663 +35%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.65M 28,111 +11,152 +66%
RA
28
Ruggaard & Associates
Ohio
$1.62M 27,720 -2,669 -9%
RT
29
Rockland Trust
Massachusetts
$1.48M 25,291 -6,707 -21%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.46M 24,985 -32,848 -57%
CFGS
31
Concourse Financial Group Securities
Alabama
$1.21M 20,737 +19,425 +1,481%
PAG
32
Private Advisor Group
New Jersey
$938K 16,018 -1,707 -10%
Morgan Stanley
33
Morgan Stanley
New York
$883K 15,093 +7,915 +110%
FTUS
34
Flow Traders U.S.
New York
$821K 14,025 +14,025 New
CAN
35
Cetera Advisor Networks
California
$780K 13,325 +3,675 +38%
VWA
36
Visionary Wealth Advisors
Illinois
$746K 12,749 +12,749 New
CIA
37
Concurrent Investment Advisors
Florida
$685K 11,708 +116 +1%
WTFG
38
Wells Trecaso Financial Group
Ohio
$676K 11,551 +11,551 New
TFM
39
Trademark Financial Management
Minnesota
$668K 11,412 -898 -7%
BDFN
40
Bond & Devick Financial Network
Minnesota
$622K 10,623 +26 +0.2%
Creative Planning
41
Creative Planning
Kansas
$621K 10,611 -602 -5%
MFG
42
Merit Financial Group
Georgia
$599K 10,614 +823 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$573K 9,790 +3,939 +67%
AWS
44
Atria Wealth Solutions
New York
$514K 8,785 +8,785 New
SWM
45
SFG Wealth Management
Maryland
$482K 8,239 -51 -0.6%
ODG
46
O'Dell Group
Ohio
$417K 7,128 +240 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$402K 6,860 +2,939 +75%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$377K 6,435 +925 +17%
PTC
49
Private Trust Company
Ohio
$298K 5,093 +585 +13%
KPWS
50
Kestra Private Wealth Services
Texas
$291K 4,972 +4,972 New