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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
Natixis Advisors
76
Natixis Advisors
Massachusetts
$1.73M
MFG
77
Merit Financial Group
Georgia
$1.62M
FF
78
Fortitude Financial
Washington
$1.6M
WMA
79
West Michigan Advisors
Michigan
$1.56M
AWA
80
Arete Wealth Advisors
Illinois
$1.54M
RWA
81
Rooted Wealth Advisors
Illinois
$1.43M
SL
82
Sentinus LLC
Illinois
$1.37M
CAWM
83
Capital Advisors Wealth Management
Washington
$1.35M
BEI
84
Benjamin Edwards Inc
Missouri
$1.26M
OHWP
85
Oak Harbor Wealth Partners
North Carolina
$1.21M
WP
86
WealthPLAN Partners
Nebraska
$1.09M
MOS
87
MGO One Seven
Ohio
$1.04M
UAG
88
United Advisor Group
Ohio
$910K
PFG
89
PAX Financial Group
Texas
$900K
FFP
90
Freedom Financial Partners
Minnesota
$851K
SWP
91
Summit Wealth Partners
Florida
$770K
WWM
92
Western Wealth Management
Colorado
$769K
GWP
93
Gateway Wealth Partners
Wisconsin
$723K
HAP
94
Harbor Asset Planning
Massachusetts
$653K
VT
95
Vise Technologies
New York
$625K
RT
96
Rockland Trust
Massachusetts
$612K
KFAS
97
Keating Financial Advisory Services
Kansas
$603K
HWMO
98
Heritage Wealth Management (Ohio)
Ohio
$602K
EFG
99
Everest Financial Group
Minnesota
$528K
CWM
100
Cornerstone Wealth Management
Missouri
$505K