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JPMorgan Small & Mid Cap Enhanced Equity ETF

145 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
18
Increased
71
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
51
Merit Financial Group
Georgia
$2.03M -$157K -2,648 -7%
CIA
52
Concurrent Investment Advisors
Florida
$1.93M +$719K +12,144 +59%
Jane Street
53
Jane Street
New York
$1.82M -$1.67M -28,278 -48%
ATS
54
Ashton Thomas Securities
New York
$1.71M -$380K -6,420 -18%
US Bancorp
55
US Bancorp
Minnesota
$1.66M -$118 -2 -0%
RA
56
Ruggaard & Associates
Ohio
$1.66M -$224K -3,777 -12%
SMC
57
Smith, Moore & Co
Missouri
$1.65M -$445K -7,518 -21%
AC
58
Avestar Capital
New York
$1.61M +$256K +4,325 +19%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.61M -$202K -3,416 -11%
WTFG
60
Wells Trecaso Financial Group
Ohio
$1.54M +$79.4K +1,341 +5%
TRCT
61
Tower Research Capital (TRC)
New York
$1.52M +$1.52M +25,725 New
AAS
62
Asset Allocation Strategies
Michigan
$1.43M -$349K -5,886 -20%
TCWM
63
Total Clarity Wealth Management
Illinois
$1.34M +$467K +7,888 +53%
FA
64
Fermata Advisors
California
$1.26M -$257K -4,342 -17%
SNWA
65
Siligmueller & Norvid Wealth Advisors
Illinois
$1.15M -$219K -3,635 -16%
WA
66
WBH Advisory
Maryland
$1.13M +$1.13M +19,148 New
GRP
67
Global Retirement Partners
California
$1.12M +$1.12M +18,921 New
LWL
68
Leo Wealth LLC
Texas
$1.11M +$1.11M +18,776 New
GCA
69
Greenwood Capital Associates
South Carolina
$1.09M +$186K +3,139 +20%
KPWS
70
Kestra Private Wealth Services
Texas
$1.07M +$146K +2,471 +16%
RWA
71
Rooted Wealth Advisors
Illinois
$1.03M +$81.9K +1,349 +9%
OHWP
72
Oak Harbor Wealth Partners
North Carolina
$1.02M +$142K +2,405 +16%
DWP
73
Daymark Wealth Partners
Ohio
$871K +$16.1K +272 +2%
BEI
74
Benjamin Edwards Inc
Missouri
$811K +$6.1K +103 +0.8%
BPFA
75
Barnes Pettey Financial Advisors
Mississippi
$759K +$759K +12,811 New