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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 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, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
51
Atlas Legacy Advisors
California
$3.53M +$86.3K +1,268 +2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.3M -$16.1K -237 -0.5%
UBS Group
53
UBS Group
Switzerland
$3.28M +$136K +1,994 +4%
AFG
54
Allegheny Financial Group
Pennsylvania
$3.16M +$2.28M +33,453 +241%
KWM
55
Kingsview Wealth Management
Oregon
$3.15M +$3.21M +47,187 New
PFPG
56
Pinnacle Financial Partners (Georgia)
Georgia
$3.01M +$80.1K +1,177 +3%
TCWM
57
Total Clarity Wealth Management
Illinois
$2.98M +$559K +8,206 +23%
Ameriprise
58
Ameriprise
Minnesota
$2.74M -$167K -2,456 -6%
FTS
59
Fifth Third Securities
Ohio
$2.72M -$41.5K -609 -1%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.64M +$759K +11,147 +39%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$2.63M -$386K -5,666 -13%
GCA
62
Greenwood Capital Associates
South Carolina
$2.44M +$261K +3,835 +12%
CWWM
63
Curry Webb Wealth Management
Indiana
$2.42M -$142K -2,083 -5%
CWA
64
Choice Wealth Advisors
Maine
$2.42M -$8.27M -121,406 -77%
Jane Street
65
Jane Street
New York
$2.21M +$1.13M +16,627 +101%
SWM
66
SilverOak Wealth Management
Minnesota
$2.02M +$703K +10,330 +52%
IWA
67
Integrity Wealth Advisors
California
$1.99M +$368K +5,399 +22%
FA
68
Fermata Advisors
California
$1.94M +$410K +6,027 +26%
US Bancorp
69
US Bancorp
Minnesota
$1.91M +$5.92K +87 +0.3%
AAS
70
Asset Allocation Strategies
Michigan
$1.87M +$485K +7,116 +34%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$1.86M +$110K +1,616 +6%
DWP
72
Daymark Wealth Partners
Ohio
$1.84M +$64.3K +945 +4%
AC
73
Avestar Capital
New York
$1.83M +$55.3K +812 +3%
RA
74
Ruggaard & Associates
Ohio
$1.82M -$90.6K -1,331 -5%
WA
75
WBH Advisory
Maryland
$1.76M +$55.8K +820 +3%