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JPMorgan Small & Mid Cap Enhanced Equity ETF

146 hedge funds and large institutions have $1.49B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
CIA
51
Concurrent Investment Advisors
Florida
$2.32M
MFG
52
Merit Financial Group
Georgia
$1.99M
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.97M
RA
54
Ruggaard & Associates
Ohio
$1.79M
US Bancorp
55
US Bancorp
Minnesota
$1.78M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.77M
AC
57
Avestar Capital
New York
$1.67M
TCWM
58
Total Clarity Wealth Management
Illinois
$1.55M
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$1.49M
GCA
60
Greenwood Capital Associates
South Carolina
$1.41M
FA
61
Fermata Advisors
California
$1.39M
WA
62
WBH Advisory
Maryland
$1.37M
MML Investors Services
63
MML Investors Services
Massachusetts
$1.35M
PGF
64
Plan Group Financial
Oklahoma
$1.33M
DWP
65
Daymark Wealth Partners
Ohio
$1.24M
AAS
66
Asset Allocation Strategies
Michigan
$1.23M
P
67
&Partners
Tennessee
$1.15M
BEI
68
Benjamin Edwards Inc
Missouri
$1.15M
RWA
69
Rooted Wealth Advisors
Illinois
$1.13M
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$1.12M
GRP
71
Global Retirement Partners
California
$1.11M
NL
72
NWAM LLC
Washington
$977K
BPFA
73
Barnes Pettey Financial Advisors
Mississippi
$882K
IA
74
IFG Advisory
Georgia
$812K
SWP
75
Summit Wealth Partners
Florida
$761K