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JPMorgan Small & Mid Cap Enhanced Equity ETF

172 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 36 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.84M
FZCM
27
Flynn Zito Capital Management
New York
$8.43M
MFG
28
Macco Financial Group
Wisconsin
$8.39M
TWM
29
Tradition Wealth Management
Minnesota
$7.63M
CD
30
Capital Developers
North Carolina
$7.18M
SA
31
Stewardship Advisors
Pennsylvania
$6.83M
PAG
32
Private Advisor Group
New Jersey
$6.75M
WIM
33
WealthPlan Investment Management
Nebraska
$6.74M
SA
34
Scarborough Advisors
Maryland
$6.41M
KAS
35
Kestra Advisory Services
Texas
$6.38M
CFD
36
Creative Financial Designs
Indiana
$6.33M
Stifel Financial
37
Stifel Financial
Missouri
$6.25M
LPT
38
Legacy Private Trust
Wisconsin
$5.9M
LWM
39
Lakeridge Wealth Management
Ohio
$5.22M
DWP
40
Destiny Wealth Partners
Florida
$4.62M
MML Investors Services
41
MML Investors Services
Massachusetts
$4.23M
SWM
42
Schwallier Wealth Management
Michigan
$3.99M
AT
43
American Trust
Kentucky
$3.88M
EH
44
Equitable Holdings
New York
$3.56M
ATS
45
Ashton Thomas Securities
New York
$3.35M
ALA
46
Atlas Legacy Advisors
California
$3.32M
Baird Financial Group
47
Baird Financial Group
Wisconsin
$3.2M
CIA
48
Concurrent Investment Advisors
Florida
$3.05M
UBS Group
49
UBS Group
Switzerland
$3.03M
Ameriprise
50
Ameriprise
Minnesota
$3M