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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$5.78M +$1.02M +17,084 +27%
SWM
27
Schwallier Wealth Management
Michigan
$5.35M +$5.71M +95,487 New
FFP
28
Freedom Financial Partners
Minnesota
$5.01M +$313K +5,230 +6%
TWM
29
Tradition Wealth Management
Minnesota
$4.97M +$5.31M +88,812 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.79M +$699K +11,697 +16%
CFD
31
Creative Financial Designs
Indiana
$4.75M +$373K +6,245 +8%
Stifel Financial
32
Stifel Financial
Missouri
$4.69M +$323K +5,405 +7%
LWM
33
Lakeridge Wealth Management
Ohio
$4.22M +$218K +3,644 +5%
SA
34
Stewardship Advisors
Pennsylvania
$4.11M +$140K +2,347 +3%
WMA
35
West Michigan Advisors
Michigan
$3.83M +$189K +3,165 +5%
FF
36
Fortitude Financial
Washington
$3.76M +$74.1K +1,240 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$381K +6,378 +11%
SA
38
Scarborough Advisors
Maryland
$3.61M +$243K +4,064 +7%
DWP
39
Destiny Wealth Partners
Florida
$3.48M +$104K +1,736 +3%
UBS Group
40
UBS Group
Switzerland
$3.44M -$835K -13,971 -19%
Citadel Advisors
41
Citadel Advisors
Florida
$3.42M +$3.65M +61,021 New
Ameriprise
42
Ameriprise
Minnesota
$3.36M +$66.6K +1,114 +2%
Jane Street
43
Jane Street
New York
$3.3M -$152K -2,541 -4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.71M +$2.89M +48,398 New
EH
45
Equitable Holdings
New York
$2.52M +$263K +4,394 +11%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.48M +$66K +1,104 +3%
ALA
47
Atlas Legacy Advisors
California
$2.42M +$2.52M +42,159 New
PWA
48
PCG Wealth Advisors
Kansas
$2.36M -$241K -4,031 -9%
NL
49
NWAM LLC
Washington
$2.28M +$86.6K +1,448 +4%
MFG
50
Merit Financial Group
Georgia
$2.07M +$214K +3,582 +11%