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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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

23% more funds holding

Funds holding: 6681 (+15)

7% more capital invested

Capital invested by funds: $756M → $808M (+$52.5M)

2.34% less ownership

Funds ownership: 79%76.66% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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 Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$1.72M +$419K +7,663 +35%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.65M +$609K +11,152 +66%
RA
28
Ruggaard & Associates
Ohio
$1.62M -$146K -2,669 -9%
RT
29
Rockland Trust
Massachusetts
$1.48M -$367K -6,707 -21%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.46M -$1.8M -32,848 -57%
CFGS
31
Concourse Financial Group Securities
Alabama
$1.21M +$1.06M +19,425 +1,481%
PAG
32
Private Advisor Group
New Jersey
$938K -$93.3K -1,707 -10%
Morgan Stanley
33
Morgan Stanley
New York
$883K +$433K +7,915 +110%
FTUS
34
Flow Traders U.S.
New York
$821K +$766K +14,025 New
CAN
35
Cetera Advisor Networks
California
$780K +$201K +3,675 +38%
VWA
36
Visionary Wealth Advisors
Illinois
$746K +$697K +12,749 New
CIA
37
Concurrent Investment Advisors
Florida
$685K +$6.34K +116 +1%
WTFG
38
Wells Trecaso Financial Group
Ohio
$676K +$631K +11,551 New
TFM
39
Trademark Financial Management
Minnesota
$668K -$49.1K -898 -7%
BDFN
40
Bond & Devick Financial Network
Minnesota
$622K +$1.42K +26 +0.2%
Creative Planning
41
Creative Planning
Kansas
$621K -$32.9K -602 -5%
MFG
42
Merit Financial Group
Georgia
$599K +$45K +823 +8%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$573K +$215K +3,939 +67%
AWS
44
Atria Wealth Solutions
New York
$514K +$480K +8,785 New
SWM
45
SFG Wealth Management
Maryland
$482K -$2.79K -51 -0.6%
ODG
46
O'Dell Group
Ohio
$417K +$13.1K +240 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$402K +$161K +2,939 +75%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$377K +$50.6K +925 +17%
PTC
49
Private Trust Company
Ohio
$298K +$32K +585 +13%
KPWS
50
Kestra Private Wealth Services
Texas
$291K +$272K +4,972 New