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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.84M -$873K -13,637 -9%
FZCM
27
Flynn Zito Capital Management
New York
$8.43M +$277K +4,333 +3%
MFG
28
Macco Financial Group
Wisconsin
$8.39M +$8.34M +130,271 New
TWM
29
Tradition Wealth Management
Minnesota
$7.63M +$289K +4,521 +4%
CD
30
Capital Developers
North Carolina
$7.18M +$7.14M +111,485 New
SA
31
Stewardship Advisors
Pennsylvania
$6.83M +$2.02M +31,545 +42%
PAG
32
Private Advisor Group
New Jersey
$6.75M +$2.33M +36,434 +53%
WIM
33
WealthPlan Investment Management
Nebraska
$6.74M +$2.48M +38,745 +59%
SA
34
Scarborough Advisors
Maryland
$6.41M +$129K +2,012 +2%
KAS
35
Kestra Advisory Services
Texas
$6.38M +$403K +6,290 +7%
CFD
36
Creative Financial Designs
Indiana
$6.33M +$552K +8,631 +10%
Stifel Financial
37
Stifel Financial
Missouri
$6.25M +$756K +11,807 +14%
LPT
38
Legacy Private Trust
Wisconsin
$5.9M +$159K +2,481 +3%
LWM
39
Lakeridge Wealth Management
Ohio
$5.22M +$207K +3,235 +4%
DWP
40
Destiny Wealth Partners
Florida
$4.62M +$137K +2,135 +3%
MML Investors Services
41
MML Investors Services
Massachusetts
$4.23M +$2.85M +44,542 +210%
SWM
42
Schwallier Wealth Management
Michigan
$3.99M -$3.69M -57,716 -49%
AT
43
American Trust
Kentucky
$3.88M -$753K -11,764 -16%
EH
44
Equitable Holdings
New York
$3.56M +$64.1K +1,001 +2%
ATS
45
Ashton Thomas Securities
New York
$3.35M +$14K +218 +0.4%
ALA
46
Atlas Legacy Advisors
California
$3.32M +$270K +4,211 +9%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.2M +$143K +2,228 +5%
CIA
48
Concurrent Investment Advisors
Florida
$3.05M +$695K +10,862 +30%
UBS Group
49
UBS Group
Switzerland
$3.03M -$61K -953 -2%
Ameriprise
50
Ameriprise
Minnesota
$3M -$409K -6,383 -13%