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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.

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 Market Value Shares Shares
Change
Shares
Change %
NCM
51
Northwest Capital Management
Oregon
$230K 3,925
GRP
52
Global Retirement Partners
California
$222K 3,790 +912 +32%
BCG
53
Breakwater Capital Group
New Jersey
$220K 3,760
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$215K 3,678 +3,678 New
LI
55
LMCG Investments
Massachusetts
$212K 3,628 +3,628 New
ST
56
Spinnaker Trust
Maine
$208K 3,554 +3,554 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$186K 3,175 +3,175 New
UBS Group
58
UBS Group
Switzerland
$151K 2,588 -10,943 -81%
Bank of America
59
Bank of America
North Carolina
$124K 2,111 -587 -22%
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$123K 2,100
AWM
61
Aspire Wealth Management
Massachusetts
$117K 1,999 +775 +63%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$89.3K 1,535 +1,535 New
SPIA
63
Steward Partners Investment Advisory
New York
$86K 1,470 +1,470 New
CFFP
64
Center for Financial Planning
Michigan
$71.6K 1,223
HBW
65
Hazlett, Burt & Watson
West Virginia
$60K 1,000 +1,000 New
PS
66
Principal Securities
Iowa
$52.4K 896 +17 +2%
Comerica Bank
67
Comerica Bank
Texas
$49.8K 850 -9 -1%
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$39.6K 676
AF
69
Allworth Financial
California
$26.5K 453 +453 New
CA
70
CoreCap Advisors
Michigan
$21.1K 361 +361 New
SFC
71
SYM Financial Corp
Indiana
$9.42K 161 +161 New
MIA
72
MeadowBrook Investment Advisors
Michigan
$8.25K 141
IA
73
IFP Advisors
Florida
$7.49K 128 +128 New
CAL
74
Capital Analysts LLC
Pennsylvania
$3K 49
Fidelity Investments
75
Fidelity Investments
Massachusetts
$2.52K 43 -65 -60%