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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
26
Flynn Zito Capital Management
New York
$8.03M +$1.13M +18,306 +17%
SWM
27
Schwallier Wealth Management
Michigan
$7.41M -$221K -3,575 -3%
TWM
28
Tradition Wealth Management
Minnesota
$7.23M +$973K +15,758 +16%
SA
29
Scarborough Advisors
Maryland
$6.19M +$869K +14,060 +17%
KAS
30
Kestra Advisory Services
Texas
$5.89M -$246K -3,975 -4%
CFD
31
Creative Financial Designs
Indiana
$5.69M +$520K +8,418 +10%
LPT
32
Legacy Private Trust
Wisconsin
$5.65M -$3.65K -59 -0.1%
Stifel Financial
33
Stifel Financial
Missouri
$5.41M +$334K +5,399 +7%
LWM
34
Lakeridge Wealth Management
Ohio
$4.94M +$10.3K +166 +0.2%
SA
35
Stewardship Advisors
Pennsylvania
$4.73M +$29.8K +483 +0.7%
AT
36
American Trust
Kentucky
$4.57M -$223K -3,610 -5%
PAG
37
Private Advisor Group
New Jersey
$4.34M -$25.8K -418 -0.6%
WIM
38
WealthPlan Investment Management
Nebraska
$4.18M +$3.34M +54,050 +455%
DWP
39
Destiny Wealth Partners
Florida
$4.17M +$128K +2,066 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.59M -$13.5K -219 -0.4%
EH
41
Equitable Holdings
New York
$3.45M +$101K +1,630 +3%
ATS
42
Ashton Thomas Securities
New York
$3.28M +$1.42M +22,935 +80%
Ameriprise
43
Ameriprise
Minnesota
$3.16M -$403K -6,529 -12%
UBS Group
44
UBS Group
Switzerland
$3.05M -$134K -2,177 -4%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.01M +$61.5K +995 +2%
ALA
46
Atlas Legacy Advisors
California
$3.01M +$147K +2,387 +5%
FTS
47
Fifth Third Securities
Ohio
$2.79M +$173K +2,798 +7%
PWA
48
PCG Wealth Advisors
Kansas
$2.55M +$2.48M +40,155 New
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$2.48M +$104K +1,688 +5%
FFP
50
Freedom Financial Partners
Minnesota
$2.41M -$3.42M -55,324 -59%