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JPMorgan Small & Mid Cap Enhanced Equity ETF

112 hedge funds and large institutions have $1.03B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more capital invested

Capital invested by funds: $829M → $1.03B (+$202M)

19% more funds holding

Funds holding: 94112 (+18)

1.75% less ownership

Funds ownership: 75.98%74.22% (-1.8%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
55
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$3.68M +$4.4K +75 +0.1%
KAS
27
Kestra Advisory Services
Texas
$3.05M +$149K +2,533 +5%
TWP
28
Triad Wealth Partners
Kansas
$2.76M -$1M -17,056 -27%
VCP
29
Verus Capital Partners
Arizona
$2.73M +$2.62M +44,669 New
PWA
30
PCG Wealth Advisors
Kansas
$2.69M +$220K +3,751 +9%
CFGS
31
Concourse Financial Group Securities
Alabama
$2.53M +$502K +8,555 +26%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$2.5M +$1.06M +18,045 +78%
NL
33
NWAM LLC
Washington
$2.17M +$2.09M +35,626 New
Jane Street
34
Jane Street
New York
$2.15M -$257K -4,379 -11%
ZIMP
35
Zimmermann Investment Management & Planning
Pennsylvania
$2.07M +$180K +3,061 +10%
EH
36
Equitable Holdings
New York
$2.01M +$118K +2,006 +6%
US Bancorp
37
US Bancorp
Minnesota
$1.97M
ATS
38
Ashton Thomas Securities
New York
$1.94M +$649K +11,061 +53%
RA
39
Ruggaard & Associates
Ohio
$1.84M +$119K +2,031 +7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.39M +$1.05M +17,895 +362%
BEI
41
Benjamin Edwards Inc
Missouri
$1.37M +$1.31M +22,378 New
VWA
42
Visionary Wealth Advisors
Illinois
$1.32M -$268K -4,563 -17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.29M +$343K +5,847 +38%
AAS
44
Asset Allocation Strategies
Michigan
$1.26M +$1.21M +20,689 New
AAS
45
Ameritas Advisory Services
Nebraska
$1.09M -$1.21M -20,692 -54%
LWL
46
Leo Wealth LLC
Texas
$1.04M +$90.9K +1,549 +10%
PAG
47
Private Advisor Group
New Jersey
$1M -$30.6K -522 -3%
WTFG
48
Wells Trecaso Financial Group
Ohio
$989K +$93.5K +1,594 +11%
MOS
49
MGO One Seven
Ohio
$970K +$934K +15,912 New
TCM
50
Triumph Capital Management
Colorado
$956K +$920K +15,675 New