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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 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 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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
WMA
51
West Michigan Advisors
Michigan
$2.32M
CIA
52
Concurrent Investment Advisors
Florida
$2.32M
MFG
53
Merit Financial Group
Georgia
$1.99M
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.97M
RA
55
Ruggaard & Associates
Ohio
$1.79M
US Bancorp
56
US Bancorp
Minnesota
$1.78M
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.77M
AC
58
Avestar Capital
New York
$1.67M
TCWM
59
Total Clarity Wealth Management
Illinois
$1.55M
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$1.49M
GCA
61
Greenwood Capital Associates
South Carolina
$1.41M
FA
62
Fermata Advisors
California
$1.39M
WA
63
WBH Advisory
Maryland
$1.37M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.35M
PGF
65
Plan Group Financial
Oklahoma
$1.33M
DWP
66
Daymark Wealth Partners
Ohio
$1.24M
AAS
67
Asset Allocation Strategies
Michigan
$1.23M
P
68
&Partners
Tennessee
$1.15M
BEI
69
Benjamin Edwards Inc
Missouri
$1.15M
RWA
70
Rooted Wealth Advisors
Illinois
$1.13M
OHWP
71
Oak Harbor Wealth Partners
North Carolina
$1.12M
GRP
72
Global Retirement Partners
California
$1.11M
NL
73
NWAM LLC
Washington
$983K
BPFA
74
Barnes Pettey Financial Advisors
Mississippi
$882K
IA
75
IFG Advisory
Georgia
$812K