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JPMorgan Small & Mid Cap Enhanced Equity ETF

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AC
51
Avestar Capital
New York
$1.85M 30,596 +30,596 New
RA
52
Ruggaard & Associates
Ohio
$1.79M 29,548 -627 -2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.74M 28,843 +7,737 +37%
US Bancorp
54
US Bancorp
Minnesota
$1.67M 27,582 -4,702 -15%
AAS
55
Asset Allocation Strategies
Michigan
$1.52M 24,786 +4,097 +20%
FA
56
Fermata Advisors
California
$1.48M 24,469 +24,469 New
AAS
57
Avantax Advisory Services
Texas
$1.41M 23,392 +23,392 New
FTS
58
Fifth Third Securities
Ohio
$1.37M 22,678 +7,274 +47%
VWA
59
Visionary Wealth Advisors
Illinois
$1.34M 22,226 +601 +3%
TWP
60
Triad Wealth Partners
Kansas
$1.34M 22,188 -23,026 -51%
LWL
61
Leo Wealth LLC
Texas
$1.29M 21,399 +4,352 +26%
BEI
62
Benjamin Edwards Inc
Missouri
$1.22M 20,128 -2,250 -10%
SMC
63
Smith, Moore & Co
Missouri
$1.2M 19,848 +19,848 New
WTFG
64
Wells Trecaso Financial Group
Ohio
$1.15M 19,024 +2,805 +17%
TCM
65
Triumph Capital Management
Colorado
$1.08M 17,897 +2,222 +14%
PAG
66
Private Advisor Group
New Jersey
$1.07M 17,763 +1,286 +8%
MOS
67
MGO One Seven
Ohio
$961K 15,900 -12 -0.1%
AWS
68
Atria Wealth Solutions
New York
$950K 15,708 +1,340 +9%
TCWM
69
Total Clarity Wealth Management
Illinois
$902K 14,924 +14,924 New
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$896K 14,822 +14,822 New
RWA
71
Rooted Wealth Advisors
Illinois
$855K 14,115 +1,408 +11%
CIA
72
Concurrent Investment Advisors
Florida
$807K 13,353 +3,237 +32%
CAM
73
Cozad Asset Management
Illinois
$775K 12,812 +3,457 +37%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$710K 11,739 +1,278 +12%
SWP
75
Summit Wealth Partners
Florida
$707K 11,693 -713 -6%