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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.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.02%
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 Market Value Shares Shares
Change
Shares
Change %
SMC
51
Smith, Moore & Co
Missouri
$1.98M 35,354 +15,506 +78%
ATS
52
Ashton Thomas Securities
New York
$1.97M 35,243 +1,745 +5%
FTS
53
Fifth Third Securities
Ohio
$1.97M 35,154 +12,476 +55%
AAS
54
Avantax Advisory Services
Texas
$1.9M 34,026 +10,634 +45%
RA
55
Ruggaard & Associates
Ohio
$1.78M 31,848 +2,300 +8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.71M 30,553 +1,710 +6%
AAS
57
Asset Allocation Strategies
Michigan
$1.68M 30,048 +5,262 +21%
US Bancorp
58
US Bancorp
Minnesota
$1.57M 28,122 +540 +2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.47M 26,181 +26,181 New
FA
60
Fermata Advisors
California
$1.44M 25,639 +1,170 +5%
WTFG
61
Wells Trecaso Financial Group
Ohio
$1.38M 24,723 +5,699 +30%
VWA
62
Visionary Wealth Advisors
Illinois
$1.36M 24,344 +2,118 +10%
AC
63
Avestar Capital
New York
$1.28M 22,830 -7,766 -25%
SNWA
64
Siligmueller & Norvid Wealth Advisors
Illinois
$1.28M 22,800 -8,783 -28%
PAG
65
Private Advisor Group
New Jersey
$1.2M 21,446 +3,683 +21%
CIA
66
Concurrent Investment Advisors
Florida
$1.15M 20,482 +7,129 +53%
RWA
67
Redhawk Wealth Advisors
Minnesota
$1.07M 19,078 -143,396 -88%
TCM
68
Triumph Capital Management
Colorado
$1.06M 18,862 +965 +5%
KCM
69
Kendall Capital Management
Maryland
$982K 17,535 +17,535 New
LPT
70
Legacy Private Trust
Wisconsin
$962K 17,184 +6,830 +66%
TCWM
71
Total Clarity Wealth Management
Illinois
$894K 14,782 -142 -1%
KPWS
72
Kestra Private Wealth Services
Texas
$875K 15,626 +8,123 +108%
GCA
73
Greenwood Capital Associates
South Carolina
$859K 15,350 +9,949 +184%
OHWP
74
Oak Harbor Wealth Partners
North Carolina
$830K 14,822
DWP
75
Daymark Wealth Partners
Ohio
$808K 14,439 +14,439 New