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JPMorgan Small & Mid Cap Enhanced Equity ETF

81 hedge funds and large institutions have $808M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

23% more funds holding

Funds holding: 6681 (+15)

7% more capital invested

Capital invested by funds: $756M → $808M (+$52.5M)

2.34% less ownership

Funds ownership: 79%76.66% (-2.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
33
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Northwest Capital Management
Oregon
$230K
GRP
52
Global Retirement Partners
California
$222K +$49.8K +912 +32%
BCG
53
Breakwater Capital Group
New Jersey
$220K
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$215K +$201K +3,678 New
LI
55
LMCG Investments
Massachusetts
$212K +$198K +3,628 New
ST
56
Spinnaker Trust
Maine
$208K +$194K +3,554 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$186K +$174K +3,175 New
UBS Group
58
UBS Group
Switzerland
$151K -$598K -10,943 -81%
Bank of America
59
Bank of America
North Carolina
$124K -$32.1K -587 -22%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$123K
AWM
61
Aspire Wealth Management
Massachusetts
$117K +$42.4K +775 +63%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$89.3K +$83.9K +1,535 New
SPIA
63
Steward Partners Investment Advisory
New York
$86K +$80.3K +1,470 New
CFFP
64
Center for Financial Planning
Michigan
$71.6K
HBW
65
Hazlett, Burt & Watson
West Virginia
$60K +$54.7K +1,000 New
PS
66
Principal Securities
Iowa
$52.4K +$929 +17 +2%
Comerica Bank
67
Comerica Bank
Texas
$49.8K -$492 -9 -1%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$39.6K
AF
69
Allworth Financial
California
$26.5K +$24.8K +453 New
CA
70
CoreCap Advisors
Michigan
$21.1K +$19.7K +361 New
SFC
71
SYM Financial Corp
Indiana
$9.42K +$8.8K +161 New
MIA
72
MeadowBrook Investment Advisors
Michigan
$8.25K
IA
73
IFP Advisors
Florida
$7.49K +$7K +128 New
CAL
74
Capital Analysts LLC
Pennsylvania
$3K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$2.52K -$3.55K -65 -60%