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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

Overview Fund Activity

145 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
18
Increased
71
Reduced
40
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$117M
2
GVAG
Great Valley Advisor Group
Delaware
$50.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$17.1M
4
AT
American Trust
Kentucky
$4.48M
5
LPT
Legacy Private Trust
Wisconsin
$5.28M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
$50.9M
2
SL
Systelligence LLC
Minnesota
$4.75M
3
Osaic Holdings
Osaic Holdings
Arizona
$26.4M
4
PWA
PCG Wealth Advisors
Kansas
$0
5
NL
NWAM LLC
Washington
$649K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Tradition Wealth Management
Minnesota
$5.82M +$558K +9,420 +11%
KAS
27
Kestra Advisory Services
Texas
$5.73M +$954K +16,107 +20%
FFP
28
Freedom Financial Partners
Minnesota
$5.52M +$225K +3,798 +4%
LPT
29
Legacy Private Trust
Wisconsin
$5.28M +$4.26M +71,979 +419%
SA
30
Scarborough Advisors
Maryland
$4.94M +$1.12M +18,962 +29%
CFD
31
Creative Financial Designs
Indiana
$4.81M -$219K -3,697 -4%
SL
32
Systelligence LLC
Minnesota
$4.75M -$6.76M -114,242 -59%
Stifel Financial
33
Stifel Financial
Missouri
$4.73M -$230K -3,880 -5%
LWM
34
Lakeridge Wealth Management
Ohio
$4.6M +$138K +2,338 +3%
AT
35
American Trust
Kentucky
$4.48M +$4.48M +75,645 New
SA
36
Stewardship Advisors
Pennsylvania
$4.39M +$41.2K +696 +0.9%
Citadel Advisors
37
Citadel Advisors
Florida
$4.09M +$478K +8,077 +13%
WMA
38
West Michigan Advisors
Michigan
$4.09M +$41.5K +701 +1%
PAG
39
Private Advisor Group
New Jersey
$4.08M +$2.81M +47,414 +221%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.78M -$215K -3,518 -5%
DWP
41
Destiny Wealth Partners
Florida
$3.77M +$86.9K +1,467 +2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.37M -$1.7M -28,748 -34%
Ameriprise
43
Ameriprise
Minnesota
$3.34M -$218K -3,676 -6%
EH
44
Equitable Holdings
New York
$3.12M +$456K +7,697 +17%
UBS Group
45
UBS Group
Switzerland
$2.98M -$659K -11,126 -18%
AAS
46
Avantax Advisory Services
Texas
$2.95M +$937K +15,828 +47%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.75M -$117K -1,974 -4%
ALA
48
Atlas Legacy Advisors
California
$2.67M +$169K +2,862 +7%
FTS
49
Fifth Third Securities
Ohio
$2.44M +$356K +6,018 +17%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.21M -$419K -7,081 -16%
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