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JPMorgan Small & Mid Cap Enhanced Equity ETF

94 hedge funds and large institutions have $829M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
36
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$518K 9,144 +2,709 +42%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$517K 9,135 +5,457 +148%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$509K 8,981 +8,981 New
NA
54
NewEdge Advisors
Louisiana
$502K 8,869 +8,833 +24,536%
SWM
55
SFG Wealth Management
Maryland
$462K 8,155 -84 -1%
ODG
56
O'Dell Group
Ohio
$417K 7,128
KPWS
57
Kestra Private Wealth Services
Texas
$380K 6,709 +1,737 +35%
PTC
58
Private Trust Company
Ohio
$366K 6,457 +1,364 +27%
UBS Group
59
UBS Group
Switzerland
$320K 5,643 +3,055 +118%
MWA
60
MN Wealth Advisors
Kansas
$287K 5,073 +5,073 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$280K 4,948 +4,948 New
CWM
62
Cornerstone Wealth Management
Missouri
$234K 4,133 +4,133 New
DAS
63
Dynamic Advisor Solutions
Arizona
$232K 4,096 +4,096 New
NCM
64
Northwest Capital Management
Oregon
$222K 3,925
AG
65
Ascent Group
Virginia
$221K 3,906 +3,906 New
BCG
66
Breakwater Capital Group
New Jersey
$213K 3,760
LI
67
LMCG Investments
Massachusetts
$205K 3,628
ST
68
Spinnaker Trust
Maine
$201K 3,554
GRP
69
Global Retirement Partners
California
$194K 3,418 -372 -10%
Morgan Stanley
70
Morgan Stanley
New York
$142K 2,503 -12,590 -83%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$119K 2,100
AWM
72
Aspire Wealth Management
Massachusetts
$112K 1,974 -25 -1%
HBW
73
Hazlett, Burt & Watson
West Virginia
$99K 1,760 +760 +76%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$86.2K 1,535
CFFP
75
Center for Financial Planning
Michigan
$69.3K 1,223