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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$1.98M +$927K +15,506 +78%
ATS
52
Ashton Thomas Securities
New York
$1.97M +$104K +1,745 +5%
FTS
53
Fifth Third Securities
Ohio
$1.97M +$746K +12,476 +55%
AAS
54
Avantax Advisory Services
Texas
$1.9M +$636K +10,634 +45%
RA
55
Ruggaard & Associates
Ohio
$1.78M +$137K +2,300 +8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.71M +$102K +1,710 +6%
AAS
57
Asset Allocation Strategies
Michigan
$1.68M +$315K +5,262 +21%
US Bancorp
58
US Bancorp
Minnesota
$1.57M +$32.3K +540 +2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.47M +$1.56M +26,181 New
FA
60
Fermata Advisors
California
$1.44M +$69.9K +1,170 +5%
WTFG
61
Wells Trecaso Financial Group
Ohio
$1.38M +$341K +5,699 +30%
VWA
62
Visionary Wealth Advisors
Illinois
$1.36M +$127K +2,118 +10%
AC
63
Avestar Capital
New York
$1.28M -$464K -7,766 -25%
SNWA
64
Siligmueller & Norvid Wealth Advisors
Illinois
$1.28M -$525K -8,783 -28%
PAG
65
Private Advisor Group
New Jersey
$1.2M +$220K +3,683 +21%
CIA
66
Concurrent Investment Advisors
Florida
$1.15M +$426K +7,129 +53%
RWA
67
Redhawk Wealth Advisors
Minnesota
$1.07M -$8.57M -143,396 -88%
TCM
68
Triumph Capital Management
Colorado
$1.06M +$57.7K +965 +5%
KCM
69
Kendall Capital Management
Maryland
$982K +$1.05M +17,535 New
LPT
70
Legacy Private Trust
Wisconsin
$962K +$408K +6,830 +66%
TCWM
71
Total Clarity Wealth Management
Illinois
$894K -$8.49K -142 -1%
KPWS
72
Kestra Private Wealth Services
Texas
$875K +$486K +8,123 +108%
GCA
73
Greenwood Capital Associates
South Carolina
$859K +$595K +9,949 +184%
OHWP
74
Oak Harbor Wealth Partners
North Carolina
$830K
DWP
75
Daymark Wealth Partners
Ohio
$808K +$863K +14,439 New