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JPMorgan Small & Mid Cap Enhanced Equity ETF

66 hedge funds and large institutions have $756M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+15
Holders Change %
+29.41%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
23
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
51
Center for Financial Planning
Michigan
$65.7K
ASN
52
Advisory Services Network
Georgia
$64.5K +$64.5K +1,201 New
PS
53
Principal Securities
Iowa
$47.2K +$47.2K +879 New
Comerica Bank
54
Comerica Bank
Texas
$46.1K
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$36K +$426 +8 +1%
SIS
56
Strategic Investment Solutions
Illinois
$11.6K -$719K -13,392 -98%
MIA
57
MeadowBrook Investment Advisors
Michigan
$7.57K +$7.57K +141 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$5.8K +$3.49K +65 +151%
CT
59
Cambridge Trust
Massachusetts
$3.87K +$3.87K +72 New
CAL
60
Capital Analysts LLC
Pennsylvania
$3K
PP
61
PrairieView Partners
Minnesota
$3K +$48 +1 +2%
SS
62
Sunbelt Securities
Texas
$2.2K
ME
63
McIlrath & Eck
Washington
$816
NP
64
NorthRock Partners
Minnesota
$430 +$430 +8 New
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$47 -$2.44K -52 -98%
Wells Fargo
66
Wells Fargo
California
$40 -$49.3K -1,233 -100%
WAG
67
Winthrop Advisory Group
Massachusetts
-$262K -5,398 Closed
SWP
68
Stratos Wealth Partners
Ohio
-$207K -4,266 Closed
NA
69
NewEdge Advisors
Louisiana
-$64.5K -1,331 Closed
SIS
70
Sound Income Strategies
Florida
-$4.75K -98 Closed