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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.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

16% more funds holding

Funds holding: 8194 (+13)

3% more capital invested

Capital invested by funds: $808M → $829M (+$20.7M)

0.68% less ownership

Funds ownership: 76.66%75.98% (-0.68%)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.36%
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 Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$518K +$154K +2,709 +42%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$517K +$309K +5,457 +148%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$509K +$509K +8,981 New
NA
54
NewEdge Advisors
Louisiana
$502K +$501K +8,833 +24,536%
SWM
55
SFG Wealth Management
Maryland
$462K -$4.76K -84 -1%
ODG
56
O'Dell Group
Ohio
$417K
KPWS
57
Kestra Private Wealth Services
Texas
$380K +$98.5K +1,737 +35%
PTC
58
Private Trust Company
Ohio
$366K +$77.3K +1,364 +27%
UBS Group
59
UBS Group
Switzerland
$320K +$173K +3,055 +118%
MWA
60
MN Wealth Advisors
Kansas
$287K +$288K +5,073 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$280K +$280K +4,948 New
CWM
62
Cornerstone Wealth Management
Missouri
$234K +$234K +4,133 New
DAS
63
Dynamic Advisor Solutions
Arizona
$232K +$232K +4,096 New
NCM
64
Northwest Capital Management
Oregon
$222K
AG
65
Ascent Group
Virginia
$221K +$221K +3,906 New
BCG
66
Breakwater Capital Group
New Jersey
$213K
LI
67
LMCG Investments
Massachusetts
$205K
ST
68
Spinnaker Trust
Maine
$201K
GRP
69
Global Retirement Partners
California
$194K -$21.1K -372 -10%
Morgan Stanley
70
Morgan Stanley
New York
$142K -$714K -12,590 -83%
GJIA
71
Glass Jacobson Investment Advisors
Maryland
$119K
AWM
72
Aspire Wealth Management
Massachusetts
$112K -$1.42K -25 -1%
HBW
73
Hazlett, Burt & Watson
West Virginia
$99K +$43.1K +760 +76%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$86.2K
CFFP
75
Center for Financial Planning
Michigan
$69.3K