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JPMorgan Small & Mid Cap Enhanced Equity ETF

51 hedge funds and large institutions have $666M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

16% more funds holding

Funds holding: 4451 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $686M → $666M (-$20.3M)

1.23% less ownership

Funds ownership: 80.24%79.01% (-1.2%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
51
McIlrath & Eck
Washington
$727
AWM
52
Activest Wealth Management
Florida
-$60K -1,197 Closed
AAG
53
Armstrong Advisory Group
Massachusetts
-$2.11K -42 Closed
SCA
54
Stonebridge Capital Advisors
Minnesota
-$1.46K -29 Closed