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JPMorgan Small & Mid Cap Enhanced Equity ETF

143 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
1.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
17
Increased
71
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$1.93M 32,626 +12,144 +59%
Jane Street
52
Jane Street
New York
$1.82M 30,691 -28,278 -48%
ATS
53
Ashton Thomas Securities
New York
$1.71M 28,823 -6,420 -18%
US Bancorp
54
US Bancorp
Minnesota
$1.66M 28,120 -2 -0%
RA
55
Ruggaard & Associates
Ohio
$1.66M 28,071 -3,777 -12%
SMC
56
Smith, Moore & Co
Missouri
$1.65M 27,836 -7,518 -21%
AC
57
Avestar Capital
New York
$1.61M 27,155 +4,325 +19%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.61M 27,137 -3,416 -11%
WTFG
59
Wells Trecaso Financial Group
Ohio
$1.54M 26,064 +1,341 +5%
TRCT
60
Tower Research Capital (TRC)
New York
$1.52M 25,725 +25,725 New
AAS
61
Asset Allocation Strategies
Michigan
$1.43M 24,162 -5,886 -20%
TCWM
62
Total Clarity Wealth Management
Illinois
$1.34M 22,670 +7,888 +53%
FA
63
Fermata Advisors
California
$1.26M 21,297 -4,342 -17%
SNWA
64
Siligmueller & Norvid Wealth Advisors
Illinois
$1.15M 19,165 -3,635 -16%
WA
65
WBH Advisory
Maryland
$1.13M 19,148 +19,148 New
GRP
66
Global Retirement Partners
California
$1.12M 18,921 +18,921 New
LWL
67
Leo Wealth LLC
Texas
$1.11M 18,776 +18,776 New
GCA
68
Greenwood Capital Associates
South Carolina
$1.09M 18,489 +3,139 +20%
KPWS
69
Kestra Private Wealth Services
Texas
$1.07M 18,097 +2,471 +16%
RWA
70
Rooted Wealth Advisors
Illinois
$1.03M 16,940 +1,349 +9%
OHWP
71
Oak Harbor Wealth Partners
North Carolina
$1.02M 17,227 +2,405 +16%
DWP
72
Daymark Wealth Partners
Ohio
$871K 14,711 +272 +2%
BEI
73
Benjamin Edwards Inc
Missouri
$811K 13,699 +103 +0.8%
BPFA
74
Barnes Pettey Financial Advisors
Mississippi
$759K 12,811 +12,811 New
P
75
&Partners
Tennessee
$731K 12,182 +793 +7%