We are live on
!
Find out more
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
JMEE
81 hedge funds and large institutions have $808M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
106% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 16
23% more funds holding
Funds holding: 66 → 81 (+15)
7% more capital invested
Capital invested by funds: $756M → $808M (+$52.5M)
2.34% less ownership
Funds ownership: 79% → 76.66% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
33
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Sunbelt Securities
Houston,
Texas
| $2.4K | – | – | – |
|
|
NA
77
NewEdge Advisors
New Orleans,
Louisiana
| $2.11K | +$1.97K | +36 | New |
|
|
CT
78
Cambridge Trust
Cambridge,
Massachusetts
| $1.58K | -$2.46K | -45 | -63% |
|
|
NP
79
NorthRock Partners
Minneapolis,
Minnesota
| $995 | +$492 | +9 | +113% |
|
|
ME
80
McIlrath & Eck
Arlington,
Washington
| $889 | – | – | – |
|
|
FMII
81
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $52 | – | – | – |
|
82
Wells Fargo
San Francisco,
California
| $8 | -$55 | -1 | Closed |
|
|
AF
83
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.5M | -46,478 | Closed |
|
84
Jane Street
New York
| – | -$701K | -13,057 | Closed |
|
|
DAC
85
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$70K | -1,306 | Closed |
|
|
ASN
86
Advisory Services Network
Atlanta,
Georgia
| – | -$64.5K | -1,201 | Closed |
|
|
PP
87
PrairieView Partners
St. Paul,
Minnesota
| – | -$3K | -62 | Closed |
|