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JPMorgan Small & Mid Cap Enhanced Equity ETF

94 hedge funds and large institutions have $829M invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

16% more funds holding

Funds holding: 8194 (+13)

3% more capital invested

Capital invested by funds: $808M → $829M (+$20.7M)

0.68% less ownership

Funds ownership: 76.66%75.98% (-0.68%)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
20
Increased
36
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$46.7K -$1.47K -26 -3%
SPIA
77
Steward Partners Investment Advisory
New York
$43.6K -$39.7K -700 -48%
HGERS
78
Householder Group Estate & Retirement Specialist
Arizona
$38K
PS
79
Principal Securities
Iowa
$37.8K -$13K -229 -26%
Bank of America
80
Bank of America
North Carolina
$29.3K -$90.3K -1,593 -75%
IA
81
IFP Advisors
Florida
$26.6K +$19.3K +341 +266%
CA
82
CoreCap Advisors
Michigan
$20.4K
SIS
83
Strategic Investment Solutions
Illinois
$13.1K +$12.2K +216 New
UWS
84
Unique Wealth Strategies
Illinois
$9.95K +$9.64K +170 New
MIA
85
MeadowBrook Investment Advisors
Michigan
$7.99K
CAL
86
Capital Analysts LLC
Pennsylvania
$3K
IAIM
87
International Assets Investment Management
Florida
$2.83K +$2.83K +50 New
FFA
88
Farther Finance Advisors
California
$2.75K +$2.78K +49 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$2.44K
SS
90
Sunbelt Securities
Texas
$2.32K
TSMHT
91
Thurston Springer Miller Herd & Titak
Indiana
$2.15K +$2.15K +38 New
NP
92
NorthRock Partners
Minnesota
$963
ME
93
McIlrath & Eck
Washington
$860
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$50
Wells Fargo
95
Wells Fargo
California
$8
Citadel Advisors
96
Citadel Advisors
Florida
-$4.99M -85,188 Closed
WWM
97
WJ Wealth Management
Arizona
-$2.79M -47,612 Closed
FTUS
98
Flow Traders U.S.
New York
-$821K -14,025 Closed
AF
99
Allworth Financial
California
-$26.5K -453 Closed
SFC
100
SYM Financial Corp
Indiana
-$9.42K -161 Closed