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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
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$1.98M
ATS
52
Ashton Thomas Securities
New York
$1.97M
FTS
53
Fifth Third Securities
Ohio
$1.97M
AAS
54
Avantax Advisory Services
Texas
$1.9M
RA
55
Ruggaard & Associates
Ohio
$1.78M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.71M
AAS
57
Asset Allocation Strategies
Michigan
$1.68M
US Bancorp
58
US Bancorp
Minnesota
$1.57M
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.47M
FA
60
Fermata Advisors
California
$1.44M
WTFG
61
Wells Trecaso Financial Group
Ohio
$1.38M
VWA
62
Visionary Wealth Advisors
Illinois
$1.36M
AC
63
Avestar Capital
New York
$1.28M
SNWA
64
Siligmueller & Norvid Wealth Advisors
Illinois
$1.28M
PAG
65
Private Advisor Group
New Jersey
$1.2M
CIA
66
Concurrent Investment Advisors
Florida
$1.15M
RWA
67
Redhawk Wealth Advisors
Minnesota
$1.07M
TCM
68
Triumph Capital Management
Colorado
$1.06M
KCM
69
Kendall Capital Management
Maryland
$982K
LPT
70
Legacy Private Trust
Wisconsin
$962K
TCWM
71
Total Clarity Wealth Management
Illinois
$894K
KPWS
72
Kestra Private Wealth Services
Texas
$875K
GCA
73
Greenwood Capital Associates
South Carolina
$859K
OHWP
74
Oak Harbor Wealth Partners
North Carolina
$830K
DWP
75
Daymark Wealth Partners
Ohio
$808K