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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

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.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.02%
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
–

Top Buyers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$63.6M
2
GVAG
2
Great Valley Advisor Group
Delaware
$38.7M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$28.5M
4
MFP
4
Meridian Financial Partners
Virginia
$14.7M
5
LPL Financial
5
LPL Financial
California
$97.9M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$1.07M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Citigroup
3
Citigroup
New York
$0
4
VAS
4
Valicenti Advisory Services
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$588M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$5.78M 80,724 +17,084 +27%
SWM
27
Schwallier Wealth Management
Michigan
$5.35M 95,487 +95,487 New
FFP
28
Freedom Financial Partners
Minnesota
$5.01M 89,443 +5,230 +6%
TWM
29
Tradition Wealth Management
Minnesota
$4.97M 88,812 +88,812 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$4.79M 85,597 +11,697 +16%
CFD
31
Creative Financial Designs
Indiana
$4.75M 84,912 +6,245 +8%
Stifel Financial
32
Stifel Financial
Missouri
$4.69M 83,777 +5,405 +7%
LWM
33
Lakeridge Wealth Management
Ohio
$4.22M 75,382 +3,644 +5%
SA
34
Stewardship Advisors
Pennsylvania
$4.11M 73,380 +2,347 +3%
WMA
35
West Michigan Advisors
Michigan
$3.83M 68,346 +3,165 +5%
FF
36
Fortitude Financial
Washington
$3.76M 67,249 +1,240 +2%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$3.66M 65,440 +6,378 +11%
SA
38
Scarborough Advisors
Maryland
$3.61M 64,531 +4,064 +7%
DWP
39
Destiny Wealth Partners
Florida
$3.48M 62,239 +1,736 +3%
UBS Group
40
UBS Group
Switzerland
$3.44M 61,381 -13,971 -19%
Citadel Advisors
41
Citadel Advisors
Florida
$3.42M 61,021 +61,021 New
Ameriprise
42
Ameriprise
Minnesota
$3.36M 60,024 +1,114 +2%
Jane Street
43
Jane Street
New York
$3.3M 58,969 -2,541 -4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.71M 48,398 +48,398 New
EH
45
Equitable Holdings
New York
$2.52M 45,013 +4,394 +11%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$2.48M 44,469 +1,104 +3%
ALA
47
Atlas Legacy Advisors
California
$2.42M 42,159 +42,159 New
PWA
48
PCG Wealth Advisors
Kansas
$2.36M 42,163 -4,031 -9%
NL
49
NWAM LLC
Washington
$2.28M 40,711 +1,448 +4%
MFG
50
Merit Financial Group
Georgia
$2.07M 36,921 +3,582 +11%
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