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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

144 hedge funds and large institutions have $1.38B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $1.27B → $1.38B (+$109M)

1.14% less ownership

Funds ownership: 75.74% → 74.6% (-1.1%)

3% less funds holding

Funds holding: 149 → 144 (-5)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

Holders
144
Holders Change
-5
Holders Change %
-3.36%
% of All Funds
1.9%
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
72
Reduced
39
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.7M
2
GVAG
Great Valley Advisor Group
Delaware
+$8.68M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.73M
4
AT
American Trust
Kentucky
+$4.23M
5
LPT
Legacy Private Trust
Wisconsin
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
CAG
Crestwood Advisors Group
Massachusetts
-$15.5M
2
SL
Systelligence LLC
Minnesota
-$6.39M
3
FF
Fortitude Financial
Washington
-$3.76M
4
PWA
PCG Wealth Advisors
Kansas
-$2.36M
5
NL
NWAM LLC
Washington
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$5.82M +$527K +9,420 +11%
KAS
27
Kestra Advisory Services
Texas
$5.73M +$902K +16,107 +20%
FFP
28
Freedom Financial Partners
Minnesota
$5.52M +$213K +3,798 +4%
LPT
29
Legacy Private Trust
Wisconsin
$5.28M +$4.03M +71,979 +419%
SA
30
Scarborough Advisors
Maryland
$4.94M +$1.06M +18,962 +29%
CFD
31
Creative Financial Designs
Indiana
$4.81M -$207K -3,697 -4%
SL
32
Systelligence LLC
Minnesota
$4.75M -$6.39M -114,242 -59%
Stifel Financial
33
Stifel Financial
Missouri
$4.73M -$217K -3,880 -5%
LWM
34
Lakeridge Wealth Management
Ohio
$4.6M +$131K +2,338 +3%
AT
35
American Trust
Kentucky
$4.48M +$4.23M +75,645 New
SA
36
Stewardship Advisors
Pennsylvania
$4.39M +$39K +696 +0.9%
Citadel Advisors
37
Citadel Advisors
Florida
$4.09M +$452K +8,077 +13%
WMA
38
West Michigan Advisors
Michigan
$4.09M +$39.2K +701 +1%
PAG
39
Private Advisor Group
New Jersey
$4.08M +$2.65M +47,414 +221%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$3.78M -$197K -3,518 -5%
DWP
41
Destiny Wealth Partners
Florida
$3.77M +$82.1K +1,467 +2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.37M -$1.61M -28,748 -34%
Ameriprise
43
Ameriprise
Minnesota
$3.34M -$206K -3,676 -6%
EH
44
Equitable Holdings
New York
$3.12M +$431K +7,697 +17%
UBS Group
45
UBS Group
Switzerland
$2.98M -$623K -11,126 -18%
AAS
46
Avantax Advisory Services
Texas
$2.95M +$886K +15,828 +47%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.75M -$110K -1,974 -4%
ALA
48
Atlas Legacy Advisors
California
$2.67M +$160K +2,862 +7%
FTS
49
Fifth Third Securities
Ohio
$2.44M +$337K +6,018 +17%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$2.21M -$396K -7,081 -16%
1
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3 4 5

JMEE Hedge Fund Activity: Q2 2025 in Review

144 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q2 2025, worth a combined $1.38B — up 8.6% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of JMEE and 18 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 72 added.

The largest buyer was LPL Financial, adding an estimated $12.7M. The largest seller was Crestwood Advisors Group, cutting an estimated $15.5M.

  • 144 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q2 2025, down from 149 in Q1 2025.
  • Funds reported $1.38B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 18 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q2 2025 and 23 closed out, a net change of -5 holders.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $12.7M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q2 2025 was Crestwood Advisors Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.