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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 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 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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
SA
29
Scarborough Advisors
Maryland
$6.19M
KAS
30
Kestra Advisory Services
Texas
$5.89M
CFD
31
Creative Financial Designs
Indiana
$5.69M
LPT
32
Legacy Private Trust
Wisconsin
$5.65M
Stifel Financial
33
Stifel Financial
Missouri
$5.41M
LWM
34
Lakeridge Wealth Management
Ohio
$4.94M
SA
35
Stewardship Advisors
Pennsylvania
$4.73M
AT
36
American Trust
Kentucky
$4.57M
PAG
37
Private Advisor Group
New Jersey
$4.34M
WIM
38
WealthPlan Investment Management
Nebraska
$4.18M
DWP
39
Destiny Wealth Partners
Florida
$4.17M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.59M
EH
41
Equitable Holdings
New York
$3.45M
ATS
42
Ashton Thomas Securities
New York
$3.28M
Ameriprise
43
Ameriprise
Minnesota
$3.16M
UBS Group
44
UBS Group
Switzerland
$3.05M
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.01M
ALA
46
Atlas Legacy Advisors
California
$3.01M
FTS
47
Fifth Third Securities
Ohio
$2.79M
PWA
48
PCG Wealth Advisors
Kansas
$2.55M
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$2.48M
FFP
50
Freedom Financial Partners
Minnesota
$2.41M