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JPMorgan Small & Mid Cap Enhanced Equity ETF

112 hedge funds and large institutions have $1.03B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
55
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$939K 15,404 +327 +2%
AWS
52
Atria Wealth Solutions
New York
$876K 14,368 +126 +0.9%
MFG
53
Merit Financial Group
Georgia
$850K 13,945 +354 +3%
RT
54
Rockland Trust
Massachusetts
$782K 12,820 -4,584 -26%
RWA
55
Rooted Wealth Advisors
Illinois
$767K 12,707 +12,707 New
SWP
56
Summit Wealth Partners
Florida
$756K 12,406 +2,264 +22%
NA
57
NewEdge Advisors
Louisiana
$724K 11,869 +3,000 +34%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$638K 10,461 +1,326 +15%
CIA
59
Concurrent Investment Advisors
Florida
$617K 10,116 -374 -4%
Creative Planning
60
Creative Planning
Kansas
$605K 9,922
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$575K 9,436 +455 +5%
CAM
62
Cozad Asset Management
Illinois
$570K 9,355 +9,355 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$559K 9,173 +29 +0.3%
SWM
64
SFG Wealth Management
Maryland
$494K 8,107 -48 -0.6%
ODG
65
O'Dell Group
Ohio
$464K 7,611 +483 +7%
KPWS
66
Kestra Private Wealth Services
Texas
$463K 7,601 +892 +13%
TFM
67
Trademark Financial Management
Minnesota
$458K 7,512 -1,653 -18%
PFG
68
PAX Financial Group
Texas
$450K 7,386 +7,386 New
BA
69
Bluesphere Advisors
Pennsylvania
$448K 7,352 +7,352 New
EFG
70
Elios Financial Group
Ohio
$413K 6,767 +6,767 New
AWA
71
Arete Wealth Advisors
Illinois
$394K 6,493 +6,493 New
PTC
72
Private Trust Company
Ohio
$394K 6,457
MML Investors Services
73
MML Investors Services
Massachusetts
$349K 5,729 +5,729 New
WIA
74
World Investment Advisors
California
$346K 5,671 +5,671 New
MWA
75
MN Wealth Advisors
Kansas
$332K 5,443 +370 +7%