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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$92.4M
2
TWP
2
Total Wealth Planning
Ohio
$20.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$29.1M
4
ACM
4
Alpha Capital Management
Texas
$11.2M
5
IAA
5
Independent Advisor Alliance
North Carolina
$7.91M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$642M
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
TWP
3
Triad Wealth Partners
Kansas
$1.34M
4
SL
4
Systelligence LLC
Minnesota
$11.5M
5
AAS
5
Ameritas Advisory Services
Nebraska
$349K
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
26
Verus Capital Partners
Arizona
$4.92M 81,394 +36,725 +82%
CFD
27
Creative Financial Designs
Indiana
$4.76M 78,667 +8,380 +12%
Stifel Financial
28
Stifel Financial
Missouri
$4.74M 78,372 +17,145 +28%
UBS Group
29
UBS Group
Switzerland
$4.56M 75,352 +9,845 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.47M 73,900 +51,057 +224%
LWM
31
Lakeridge Wealth Management
Ohio
$4.34M 71,738 +8,025 +13%
SA
32
Stewardship Advisors
Pennsylvania
$4.3M 71,033 -65 -0.1%
FF
33
Fortitude Financial
Washington
$3.99M 66,009 +66,009 New
WMA
34
West Michigan Advisors
Michigan
$3.94M 65,181 +2,672 +4%
KAS
35
Kestra Advisory Services
Texas
$3.85M 63,640 +13,611 +27%
BDFN
36
Bond & Devick Financial Network
Minnesota
$3.83M 62,883 – –
Jane Street
37
Jane Street
New York
$3.72M 61,510 +26,312 +75%
DWP
38
Destiny Wealth Partners
Florida
$3.66M 60,503 +176 +0.3%
SA
39
Scarborough Advisors
Maryland
$3.66M 60,467 +60,467 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.57M 59,062 +59,062 New
Ameriprise
41
Ameriprise
Minnesota
$3.56M 58,910 +58,910 New
CFGS
42
Concourse Financial Group Securities
Alabama
$3.1M 48,820 +7,288 +18%
PWA
43
PCG Wealth Advisors
Kansas
$2.79M 46,194 +2,091 +5%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2.62M 43,365 +43,365 New
EH
45
Equitable Holdings
New York
$2.46M 40,619 +7,592 +23%
VAM
46
Vienna Asset Management
California
$2.38M 39,286 +39,286 New
NL
47
NWAM LLC
Washington
$2.37M 39,263 +3,637 +10%
ATS
48
Ashton Thomas Securities
New York
$2.03M 33,498 +1,598 +5%
MFG
49
Merit Financial Group
Georgia
$2.02M 33,339 +19,394 +139%
SNWA
50
Siligmueller & Norvid Wealth Advisors
Illinois
$1.91M 31,583 +31,583 New
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