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JPMorgan Small & Mid Cap Enhanced Equity ETF

145 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 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
MFG
51
Merit Financial Group
Georgia
$2.03M
CIA
52
Concurrent Investment Advisors
Florida
$1.93M
Jane Street
53
Jane Street
New York
$1.82M
ATS
54
Ashton Thomas Securities
New York
$1.71M
US Bancorp
55
US Bancorp
Minnesota
$1.66M
RA
56
Ruggaard & Associates
Ohio
$1.66M
SMC
57
Smith, Moore & Co
Missouri
$1.65M
AC
58
Avestar Capital
New York
$1.61M
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.61M
WTFG
60
Wells Trecaso Financial Group
Ohio
$1.54M
TRCT
61
Tower Research Capital (TRC)
New York
$1.52M
AAS
62
Asset Allocation Strategies
Michigan
$1.43M
TCWM
63
Total Clarity Wealth Management
Illinois
$1.34M
FA
64
Fermata Advisors
California
$1.26M
SNWA
65
Siligmueller & Norvid Wealth Advisors
Illinois
$1.15M
WA
66
WBH Advisory
Maryland
$1.13M
GRP
67
Global Retirement Partners
California
$1.12M
LWL
68
Leo Wealth LLC
Texas
$1.11M
GCA
69
Greenwood Capital Associates
South Carolina
$1.09M
KPWS
70
Kestra Private Wealth Services
Texas
$1.07M
RWA
71
Rooted Wealth Advisors
Illinois
$1.03M
OHWP
72
Oak Harbor Wealth Partners
North Carolina
$1.02M
DWP
73
Daymark Wealth Partners
Ohio
$871K
BEI
74
Benjamin Edwards Inc
Missouri
$811K
BPFA
75
Barnes Pettey Financial Advisors
Mississippi
$759K