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JPMorgan Small & Mid Cap Enhanced Equity ETF

174 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
ALA
51
Atlas Legacy Advisors
California
$3.53M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$3.3M
UBS Group
53
UBS Group
Switzerland
$3.28M
AFG
54
Allegheny Financial Group
Pennsylvania
$3.16M
KWM
55
Kingsview Wealth Management
Oregon
$3.15M
PFPG
56
Pinnacle Financial Partners (Georgia)
Georgia
$3.01M
TCWM
57
Total Clarity Wealth Management
Illinois
$2.98M
Ameriprise
58
Ameriprise
Minnesota
$2.74M
FTS
59
Fifth Third Securities
Ohio
$2.72M
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$2.64M
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$2.63M
GCA
62
Greenwood Capital Associates
South Carolina
$2.44M
CWA
63
Choice Wealth Advisors
Maine
$2.42M
Jane Street
64
Jane Street
New York
$2.21M
SWM
65
SilverOak Wealth Management
Minnesota
$2.02M
IWA
66
Integrity Wealth Advisors
California
$1.99M
FA
67
Fermata Advisors
California
$1.94M
US Bancorp
68
US Bancorp
Minnesota
$1.91M
AAS
69
Asset Allocation Strategies
Michigan
$1.87M
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.86M
DWP
71
Daymark Wealth Partners
Ohio
$1.84M
AC
72
Avestar Capital
New York
$1.83M
RA
73
Ruggaard & Associates
Ohio
$1.82M
WA
74
WBH Advisory
Maryland
$1.76M
MAM
75
McLaughlin Asset Management
Illinois
$1.74M