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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

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.

New
Increased
Maintained
Reduced
Closed

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

31% more funds holding

Funds holding: 112 → 147 (+35)

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$160M)

0.89% more ownership

Funds ownership: 74.22% → 75.11% (+0.89%)

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.94%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.8M
2
TWP
Total Wealth Planning
Ohio
+$21M
3
Osaic Holdings
Osaic Holdings
Arizona
+$16.6M
4
ACM
Alpha Capital Management
Texas
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.07M
3
TWP
Triad Wealth Partners
Kansas
-$1.44M
4
SL
Systelligence LLC
Minnesota
-$1.01M
5
AAS
Ameritas Advisory Services
Nebraska
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
26
Verus Capital Partners
Arizona
$4.92M +$2.3M +36,725 +82%
CFD
27
Creative Financial Designs
Indiana
$4.76M +$525K +8,380 +12%
Stifel Financial
28
Stifel Financial
Missouri
$4.74M +$1.07M +17,145 +28%
UBS Group
29
UBS Group
Switzerland
$4.56M +$617K +9,845 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.47M +$3.2M +51,057 +224%
LWM
31
Lakeridge Wealth Management
Ohio
$4.34M +$503K +8,025 +13%
SA
32
Stewardship Advisors
Pennsylvania
$4.3M -$4.07K -65 -0.1%
FF
33
Fortitude Financial
Washington
$3.99M +$4.14M +66,009 New
WMA
34
West Michigan Advisors
Michigan
$3.94M +$167K +2,672 +4%
KAS
35
Kestra Advisory Services
Texas
$3.85M +$853K +13,611 +27%
BDFN
36
Bond & Devick Financial Network
Minnesota
$3.83M – – –
Jane Street
37
Jane Street
New York
$3.72M +$1.65M +26,312 +75%
DWP
38
Destiny Wealth Partners
Florida
$3.66M +$11K +176 +0.3%
SA
39
Scarborough Advisors
Maryland
$3.66M +$3.79M +60,467 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.57M +$3.7M +59,062 New
Ameriprise
41
Ameriprise
Minnesota
$3.56M +$3.69M +58,910 New
CFGS
42
Concourse Financial Group Securities
Alabama
$3.1M +$457K +7,288 +18%
PWA
43
PCG Wealth Advisors
Kansas
$2.79M +$131K +2,091 +5%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$2.62M +$2.72M +43,365 New
EH
45
Equitable Holdings
New York
$2.46M +$476K +7,592 +23%
VAM
46
Vienna Asset Management
California
$2.38M +$2.46M +39,286 New
NL
47
NWAM LLC
Washington
$2.37M +$228K +3,637 +10%
ATS
48
Ashton Thomas Securities
New York
$2.03M +$100K +1,598 +5%
MFG
49
Merit Financial Group
Georgia
$2.02M +$1.21M +19,394 +139%
SNWA
50
Siligmueller & Norvid Wealth Advisors
Illinois
$1.91M +$1.98M +31,583 New
1
2
3 4 5

JMEE Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2024, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JMEE positions and 6 closed out — a net gain of 37 holders — while 62 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was JP Morgan Chase, cutting an estimated $4.66M.

  • 147 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $1.19B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 43 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2024 and 6 closed out, a net change of +37 holders.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $26.8M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2024.