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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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$2.91M
AWM
52
Axxcess Wealth Management
California
$2.9M
PFPG
53
Pinnacle Financial Partners (Georgia)
Georgia
$2.83M
FTS
54
Fifth Third Securities
Ohio
$2.66M
FF
55
Fortitude Financial
Washington
$2.62M
WMA
56
West Michigan Advisors
Michigan
$2.37M
TCWM
57
Total Clarity Wealth Management
Illinois
$2.34M
GCA
58
Greenwood Capital Associates
South Carolina
$2.1M
PGF
59
Plan Group Financial
Oklahoma
$2.01M
RA
60
Ruggaard & Associates
Ohio
$1.84M
US Bancorp
61
US Bancorp
Minnesota
$1.84M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.83M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.74M
DWP
64
Daymark Wealth Partners
Ohio
$1.71M
AC
65
Avestar Capital
New York
$1.71M
MWM
66
Modern Wealth Management
Kansas
$1.68M
MAM
67
McLaughlin Asset Management
Illinois
$1.68M
MFG
68
Merit Financial Group
Georgia
$1.64M
WA
69
WBH Advisory
Maryland
$1.63M
TWP
70
Total Wealth Planning
Ohio
$1.63M
IWA
71
Integrity Wealth Advisors
California
$1.57M
FA
72
Fermata Advisors
California
$1.48M
FFP
73
Freedom Financial Partners
Minnesota
$1.43M
AAS
74
Asset Allocation Strategies
Michigan
$1.35M
SL
75
Sentinus LLC
Illinois
$1.33M