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JPMorgan Small & Mid Cap Enhanced Equity ETF

143 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
1.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
17
Increased
71
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIM
76
WealthPlan Investment Management
Nebraska
$703K 11,876 +11,876 New
SWP
77
Summit Wealth Partners
Florida
$699K 11,801 +591 +5%
IA
78
IFG Advisory
Georgia
$695K 11,741 +963 +9%
NL
79
NWAM LLC
Washington
$649K 10,691 -30,020 -74%
WWM
80
Western Wealth Management
Colorado
$623K 10,524 +820 +8%
RT
81
Rockland Trust
Massachusetts
$576K 9,731 -481 -5%
AWA
82
Arete Wealth Advisors
Illinois
$526K 8,886 +151 +2%
HAP
83
Harbor Asset Planning
Massachusetts
$518K 8,746 +8,746 New
PFG
84
PAX Financial Group
Texas
$517K 8,735 -1 -0%
MML Investors Services
85
MML Investors Services
Massachusetts
$501K 8,463 +977 +13%
CAM
86
Cozad Asset Management
Illinois
$487K 8,228 -3,330 -29%
MOS
87
MGO One Seven
Ohio
$479K 8,083 +133 +2%
NA
88
NewEdge Advisors
Louisiana
$464K 7,844 -2,115 -21%
EFG
89
Elios Financial Group
Ohio
$447K 7,543 +1,026 +16%
AWM
90
Avaii Wealth Management
Wisconsin
$431K 7,283 +7,283 New
Creative Planning
91
Creative Planning
Kansas
$411K 6,936 +54 +0.8%
TWP
92
Triad Wealth Partners
Kansas
$372K 6,289 -3,458 -35%
HighTower Advisors
93
HighTower Advisors
Illinois
$362K 6,119 -1,075 -15%
CWM
94
Cornerstone Wealth Management
Missouri
$353K 5,961
HWMO
95
Heritage Wealth Management (Ohio)
Ohio
$329K 5,558 +1,561 +39%
PWM
96
Prosperity Wealth Management
California
$328K 5,544 -310 -5%
WIA
97
World Investment Advisors
California
$326K 5,514 -71 -1%
PTC
98
Private Trust Company
Ohio
$312K 5,268 -247 -4%
CAWM
99
Capital Advisors Wealth Management
Washington
$304K 5,133 +733 +17%
ASN
100
Advisory Services Network
Georgia
$295K 4,920 +1,300 +36%