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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more capital invested

Capital invested by funds: $829M → $1.03B (+$202M)

19% more funds holding

Funds holding: 94112 (+18)

1.75% less ownership

Funds ownership: 75.98%74.22% (-1.8%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.61%
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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
51
Fifth Third Securities
Ohio
$939K +$19.2K +327 +2%
AWS
52
Atria Wealth Solutions
New York
$876K +$7.39K +126 +0.9%
MFG
53
Merit Financial Group
Georgia
$850K +$20.8K +354 +3%
RT
54
Rockland Trust
Massachusetts
$782K -$269K -4,584 -26%
RWA
55
Rooted Wealth Advisors
Illinois
$767K +$746K +12,707 New
SWP
56
Summit Wealth Partners
Florida
$756K +$133K +2,264 +22%
NA
57
NewEdge Advisors
Louisiana
$724K +$176K +3,000 +34%
Envestnet Portfolio Solutions
58
Envestnet Portfolio Solutions
Illinois
$638K +$77.8K +1,326 +15%
CIA
59
Concurrent Investment Advisors
Florida
$617K -$21.9K -374 -4%
Creative Planning
60
Creative Planning
Kansas
$605K
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$575K +$26.7K +455 +5%
CAM
62
Cozad Asset Management
Illinois
$570K +$549K +9,355 New
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$559K +$1.7K +29 +0.3%
SWM
64
SFG Wealth Management
Maryland
$494K -$2.82K -48 -0.6%
ODG
65
O'Dell Group
Ohio
$464K +$28.3K +483 +7%
KPWS
66
Kestra Private Wealth Services
Texas
$463K +$52.3K +892 +13%
TFM
67
Trademark Financial Management
Minnesota
$458K -$97K -1,653 -18%
PFG
68
PAX Financial Group
Texas
$450K +$433K +7,386 New
BA
69
Bluesphere Advisors
Pennsylvania
$448K +$431K +7,352 New
EFG
70
Elios Financial Group
Ohio
$413K +$397K +6,767 New
AWA
71
Arete Wealth Advisors
Illinois
$394K +$381K +6,493 New
PTC
72
Private Trust Company
Ohio
$394K
MML Investors Services
73
MML Investors Services
Massachusetts
$349K +$336K +5,729 New
WIA
74
World Investment Advisors
California
$346K +$333K +5,671 New
MWA
75
MN Wealth Advisors
Kansas
$332K +$21.7K +370 +7%