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JPMorgan Small & Mid Cap Enhanced Equity ETF

146 hedge funds and large institutions have $1.49B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
SWM
27
Schwallier Wealth Management
Michigan
$7.41M
TWM
28
Tradition Wealth Management
Minnesota
$7.23M
KAS
29
Kestra Advisory Services
Texas
$5.89M
CFD
30
Creative Financial Designs
Indiana
$5.69M
LPT
31
Legacy Private Trust
Wisconsin
$5.65M
Stifel Financial
32
Stifel Financial
Missouri
$5.41M
LWM
33
Lakeridge Wealth Management
Ohio
$4.94M
SA
34
Stewardship Advisors
Pennsylvania
$4.73M
AT
35
American Trust
Kentucky
$4.57M
PAG
36
Private Advisor Group
New Jersey
$4.34M
WIM
37
WealthPlan Investment Management
Nebraska
$4.18M
DWP
38
Destiny Wealth Partners
Florida
$4.17M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.59M
EH
40
Equitable Holdings
New York
$3.45M
ATS
41
Ashton Thomas Securities
New York
$3.28M
Ameriprise
42
Ameriprise
Minnesota
$3.16M
UBS Group
43
UBS Group
Switzerland
$3.05M
Baird Financial Group
44
Baird Financial Group
Wisconsin
$3.01M
ALA
45
Atlas Legacy Advisors
California
$3.01M
FTS
46
Fifth Third Securities
Ohio
$2.79M
PWA
47
PCG Wealth Advisors
Kansas
$2.55M
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$2.48M
FFP
49
Freedom Financial Partners
Minnesota
$2.41M
WMA
50
West Michigan Advisors
Michigan
$2.32M