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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 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, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
McLaughlin Asset Management
Illinois
$1.74M -$1.36K -20 -0.1%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$1.73M +$811K +11,905 +85%
MFG
78
Merit Financial Group
Georgia
$1.62M -$81.7K -1,200 -5%
FF
79
Fortitude Financial
Washington
$1.6M -$1.14M -16,744 -41%
WMA
80
West Michigan Advisors
Michigan
$1.56M -$914K -13,420 -37%
AWA
81
Arete Wealth Advisors
Illinois
$1.54M +$931K +13,677 +146%
NA
82
NewEdge Advisors
Louisiana
$1.45M +$916K +13,450 +164%
RWA
83
Rooted Wealth Advisors
Illinois
$1.43M +$37K +543 +3%
SL
84
Sentinus LLC
Illinois
$1.37M -$19.1K -280 -1%
CAWM
85
Capital Advisors Wealth Management
Washington
$1.35M -$13.2M -193,684 -91%
BEI
86
Benjamin Edwards Inc
Missouri
$1.26M +$124K +1,823 +11%
OHWP
87
Oak Harbor Wealth Partners
North Carolina
$1.21M -$49.8K -732 -4%
WP
88
WealthPLAN Partners
Nebraska
$1.09M +$866K +12,718 +357%
MOS
89
MGO One Seven
Ohio
$1.04M +$396K +5,817 +59%
UAG
90
United Advisor Group
Ohio
$910K +$14.2K +209 +2%
PFG
91
PAX Financial Group
Texas
$900K +$276K +4,048 +43%
FFP
92
Freedom Financial Partners
Minnesota
$851K -$648K -9,517 -43%
SWP
93
Summit Wealth Partners
Florida
$770K -$3.81K -56 -0.5%
WWM
94
Western Wealth Management
Colorado
$769K +$24.2K +355 +3%
GWP
95
Gateway Wealth Partners
Wisconsin
$723K +$737K +10,822 New
HAP
96
Harbor Asset Planning
Massachusetts
$653K +$21.6K +317 +3%
VT
97
Vise Technologies
New York
$625K
RT
98
Rockland Trust
Massachusetts
$612K +$41.7K +613 +7%
KFAS
99
Keating Financial Advisory Services
Kansas
$603K +$297K +4,360 +93%
HWMO
100
Heritage Wealth Management (Ohio)
Ohio
$602K +$14.2K +208 +2%