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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$2.91M +$389K +6,077 +16%
AWM
52
Axxcess Wealth Management
California
$2.9M +$2.88M +45,017 New
PFPG
53
Pinnacle Financial Partners (Georgia)
Georgia
$2.83M +$2.81M +43,902 New
FTS
54
Fifth Third Securities
Ohio
$2.66M -$167K -2,606 -6%
FF
55
Fortitude Financial
Washington
$2.62M +$2.61M +40,736 New
CWWM
56
Curry Webb Wealth Management
Indiana
$2.47M +$2.45M +38,317 New
WMA
57
West Michigan Advisors
Michigan
$2.37M +$6.02K +94 +0.3%
TCWM
58
Total Clarity Wealth Management
Illinois
$2.34M +$768K +12,002 +49%
GCA
59
Greenwood Capital Associates
South Carolina
$2.1M +$667K +10,426 +47%
PGF
60
Plan Group Financial
Oklahoma
$2.01M +$660K +10,318 +49%
RA
61
Ruggaard & Associates
Ohio
$1.84M +$19.8K +310 +1%
US Bancorp
62
US Bancorp
Minnesota
$1.84M +$28.7K +448 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$1.83M +$34.2K +535 +2%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$150K +2,346 +10%
DWP
65
Daymark Wealth Partners
Ohio
$1.71M +$457K +7,143 +37%
AC
66
Avestar Capital
New York
$1.71M +$17.5K +273 +1%
MWM
67
Modern Wealth Management
Kansas
$1.68M +$1.68M +26,171 New
MAM
68
McLaughlin Asset Management
Illinois
$1.68M +$1.67M +26,065 New
MFG
69
Merit Financial Group
Georgia
$1.64M -$386K -6,026 -19%
WA
70
WBH Advisory
Maryland
$1.63M +$241K +3,759 +17%
TWP
71
Total Wealth Planning
Ohio
$1.63M -$28.8M -449,783 -95%
IWA
72
Integrity Wealth Advisors
California
$1.57M +$1.56M +24,423 New
FA
73
Fermata Advisors
California
$1.48M +$77.6K +1,212 +6%
FFP
74
Freedom Financial Partners
Minnesota
$1.43M -$1M -15,654 -41%
AAS
75
Asset Allocation Strategies
Michigan
$1.35M +$105K +1,641 +8%