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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

94 hedge funds and large institutions have $829M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
36
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFS
1
CGC Financial Services
Oregon
$18.1M
2
LPL Financial
2
LPL Financial
California
$46.7M
3
CWA
3
Choice Wealth Advisors
Maine
$8.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$8.72M
5
FZCM
5
Flynn Zito Capital Management
New York
$6.43M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$605M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
DWP
3
Destiny Wealth Partners
Florida
$3.41M
4
WWM
4
WJ Wealth Management
Arizona
$0
5
LWL
5
Leo Wealth LLC
Texas
$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.16M +$2.16M +38,161 New
CFGS
27
Concourse Financial Group Securities
Alabama
$1.87M +$693K +12,240 +59%
US Bancorp
28
US Bancorp
Minnesota
$1.83M – – –
EH
29
Equitable Holdings
New York
$1.76M +$58.4K +1,031 +3%
ZIMP
30
Zimmermann Investment Management & Planning
Pennsylvania
$1.75M +$332K +5,865 +23%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$1.66M -$11.3K -200 -0.7%
RA
32
Ruggaard & Associates
Ohio
$1.59M +$24K +424 +2%
VWA
33
Visionary Wealth Advisors
Illinois
$1.48M +$761K +13,439 +105%
RWA
34
Redhawk Wealth Advisors
Minnesota
$1.34M -$535K -9,449 -29%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$1.31M +$1.13M +19,926 +628%
ATS
36
Ashton Thomas Securities
New York
$1.16M +$1.16M +20,839 New
RT
37
Rockland Trust
Massachusetts
$986K -$447K -7,887 -31%
PAG
38
Private Advisor Group
New Jersey
$963K +$55.6K +981 +6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$938K +$549K +9,696 +141%
LWL
40
Leo Wealth LLC
Texas
$870K -$2.16M -38,533 -71%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$864K +$310K +5,469 +56%
FTS
42
Fifth Third Securities
Ohio
$854K +$854K +15,077 New
WTFG
43
Wells Trecaso Financial Group
Ohio
$828K +$174K +3,074 +27%
AWS
44
Atria Wealth Solutions
New York
$807K +$309K +5,457 +62%
MFG
45
Merit Financial Group
Georgia
$770K +$169K +2,977 +28%
BDFN
46
Bond & Devick Financial Network
Minnesota
$608K +$6.4K +113 +1%
CIA
47
Concurrent Investment Advisors
Florida
$594K -$69K -1,218 -10%
SWP
48
Summit Wealth Partners
Florida
$574K +$574K +10,142 New
Creative Planning
49
Creative Planning
Kansas
$562K -$39K -689 -6%
TFM
50
Trademark Financial Management
Minnesota
$519K -$127K -2,247 -20%
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