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JPMorgan Small & Mid Cap Enhanced Equity ETF

174 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
BDFN
26
Bond & Devick Financial Network
Minnesota
$11.7M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.7M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$9.31M
TWM
29
Tradition Wealth Management
Minnesota
$8.55M
CD
30
Capital Developers
North Carolina
$7.47M
PAG
31
Private Advisor Group
New Jersey
$7.18M
MFG
32
Macco Financial Group
Wisconsin
$7.14M
Stifel Financial
33
Stifel Financial
Missouri
$7.06M
KAS
34
Kestra Advisory Services
Texas
$6.78M
SA
35
Scarborough Advisors
Maryland
$6.68M
CFD
36
Creative Financial Designs
Indiana
$6.6M
LPT
37
Legacy Private Trust
Wisconsin
$6.23M
CIA
38
Concurrent Investment Advisors
Florida
$6.21M
MML Investors Services
39
MML Investors Services
Massachusetts
$6.12M
SA
40
Stewardship Advisors
Pennsylvania
$5.97M
FZCM
41
Flynn Zito Capital Management
New York
$5.76M
LWM
42
Lakeridge Wealth Management
Ohio
$5.45M
DWP
43
Destiny Wealth Partners
Florida
$4.41M
PGF
44
Plan Group Financial
Oklahoma
$4.06M
MWM
45
Modern Wealth Management
Kansas
$3.92M
AT
46
American Trust
Kentucky
$3.85M
BPFA
47
Barnes Pettey Financial Advisors
Mississippi
$3.79M
SWM
48
Schwallier Wealth Management
Michigan
$3.74M
PTP
49
Platform Technology Partners
New York
$3.65M
ATS
50
Ashton Thomas Securities
New York
$3.6M