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JPMorgan Small & Mid Cap Enhanced Equity ETF

170 hedge funds and large institutions have $1.57B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
AWM
51
Axxcess Wealth Management
California
$2.9M
PFPG
52
Pinnacle Financial Partners (Georgia)
Georgia
$2.83M
FTS
53
Fifth Third Securities
Ohio
$2.66M
FF
54
Fortitude Financial
Washington
$2.62M
WMA
55
West Michigan Advisors
Michigan
$2.37M
TCWM
56
Total Clarity Wealth Management
Illinois
$2.34M
GCA
57
Greenwood Capital Associates
South Carolina
$2.1M
PGF
58
Plan Group Financial
Oklahoma
$2.01M
RA
59
Ruggaard & Associates
Ohio
$1.84M
US Bancorp
60
US Bancorp
Minnesota
$1.84M
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.83M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.74M
DWP
63
Daymark Wealth Partners
Ohio
$1.71M
AC
64
Avestar Capital
New York
$1.71M
MWM
65
Modern Wealth Management
Kansas
$1.68M
MAM
66
McLaughlin Asset Management
Illinois
$1.68M
MFG
67
Merit Financial Group
Georgia
$1.64M
WA
68
WBH Advisory
Maryland
$1.63M
TWP
69
Total Wealth Planning
Ohio
$1.63M
IWA
70
Integrity Wealth Advisors
California
$1.57M
FA
71
Fermata Advisors
California
$1.48M
FFP
72
Freedom Financial Partners
Minnesota
$1.43M
AAS
73
Asset Allocation Strategies
Michigan
$1.35M
SL
74
Sentinus LLC
Illinois
$1.33M
RWA
75
Rooted Wealth Advisors
Illinois
$1.31M