JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

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 3 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.62%
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
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$48.8M
2
LPL Financial
2
LPL Financial
California
$67.1M
3
ARG
3
Advisory Resource Group
Oklahoma
$15M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$21.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.91M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$4.33M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.09M
4
TWP
4
Triad Wealth Partners
Kansas
$2.76M
5
RT
5
Rockland Trust
Massachusetts
$782K
Name Market Value Shares Shares
Change 		Shares
Change %
DWP
26
Destiny Wealth Partners
Florida
$3.68M 60,327 +75 +0.1%
KAS
27
Kestra Advisory Services
Texas
$3.05M 50,029 +2,533 +5%
TWP
28
Triad Wealth Partners
Kansas
$2.76M 45,214 -17,056 -27%
VCP
29
Verus Capital Partners
Arizona
$2.72M 44,669 +44,669 New
PWA
30
PCG Wealth Advisors
Kansas
$2.69M 44,103 +3,751 +9%
CFGS
31
Concourse Financial Group Securities
Alabama
$2.53M 41,532 +8,555 +26%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$2.5M 41,146 +18,045 +78%
NL
33
NWAM LLC
Washington
$2.17M 35,626 +35,626 New
Jane Street
34
Jane Street
New York
$2.15M 35,198 -4,379 -11%
ZIMP
35
Zimmermann Investment Management & Planning
Pennsylvania
$2.07M 33,911 +3,061 +10%
EH
36
Equitable Holdings
New York
$2.01M 33,027 +2,006 +6%
US Bancorp
37
US Bancorp
Minnesota
$1.97M 32,284 – –
ATS
38
Ashton Thomas Securities
New York
$1.94M 31,900 +11,061 +53%
RA
39
Ruggaard & Associates
Ohio
$1.84M 30,175 +2,031 +7%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.39M 22,843 +17,895 +362%
BEI
41
Benjamin Edwards Inc
Missouri
$1.37M 22,378 +22,378 New
VWA
42
Visionary Wealth Advisors
Illinois
$1.32M 21,625 -4,563 -17%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.29M 21,106 +5,847 +38%
AAS
44
Asset Allocation Strategies
Michigan
$1.26M 20,689 +20,689 New
AAS
45
Ameritas Advisory Services
Nebraska
$1.09M 17,808 -20,692 -54%
LWL
46
Leo Wealth LLC
Texas
$1.04M 17,047 +1,549 +10%
PAG
47
Private Advisor Group
New Jersey
$1M 16,477 -522 -3%
WTFG
48
Wells Trecaso Financial Group
Ohio
$989K 16,219 +1,594 +11%
MOS
49
MGO One Seven
Ohio
$970K 15,912 +15,912 New
TCM
50
Triumph Capital Management
Colorado
$956K 15,675 +15,675 New
1
2
3 4 5