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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
51
West Michigan Advisors
Michigan
$2.32M -$2M -32,394 -47%
CIA
52
Concurrent Investment Advisors
Florida
$2.32M +$245K +3,960 +12%
MFG
53
Merit Financial Group
Georgia
$1.99M -$175K -2,829 -8%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.97M +$1.92M +31,115 New
RA
55
Ruggaard & Associates
Ohio
$1.79M +$13K +210 +0.7%
US Bancorp
56
US Bancorp
Minnesota
$1.78M
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.77M +$46.5K +752 +3%
AC
58
Avestar Capital
New York
$1.67M -$52.5K -850 -3%
TCWM
59
Total Clarity Wealth Management
Illinois
$1.55M +$107K +1,726 +8%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.49M -$2.37M -38,311 -62%
GCA
61
Greenwood Capital Associates
South Carolina
$1.41M +$233K +3,770 +20%
FA
62
Fermata Advisors
California
$1.39M +$34.2K +554 +3%
WA
63
WBH Advisory
Maryland
$1.37M +$149K +2,412 +13%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.35M +$788K +12,755 +151%
PGF
65
Plan Group Financial
Oklahoma
$1.33M +$1.29M +20,922 New
DWP
66
Daymark Wealth Partners
Ohio
$1.24M +$294K +4,763 +32%
AAS
67
Asset Allocation Strategies
Michigan
$1.23M -$299K -4,848 -20%
P
68
&Partners
Tennessee
$1.15M +$368K +5,961 +49%
BEI
69
Benjamin Edwards Inc
Missouri
$1.15M +$268K +4,332 +32%
RWA
70
Rooted Wealth Advisors
Illinois
$1.13M +$40.7K +659 +4%
OHWP
71
Oak Harbor Wealth Partners
North Carolina
$1.12M +$24.8K +401 +2%
GRP
72
Global Retirement Partners
California
$1.11M -$89.8K -1,454 -8%
NL
73
NWAM LLC
Washington
$983K +$294K +4,757 +44%
BPFA
74
Barnes Pettey Financial Advisors
Mississippi
$882K +$68K +1,101 +9%
IA
75
IFG Advisory
Georgia
$812K +$65.8K +1,065 +9%