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JPMorgan Small & Mid Cap Enhanced Equity ETF

112 hedge funds and large institutions have $1.03B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
55
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$321K 5,268 +1,135 +27%
DAS
77
Dynamic Advisor Solutions
Arizona
$277K 4,541 +445 +11%
GRP
78
Global Retirement Partners
California
$256K 4,205 +787 +23%
NCM
79
Northwest Capital Management
Oregon
$239K 3,925
SP
80
Sequent Planning
Nebraska
$237K 3,885 +3,885 New
AG
81
Ascent Group
Virginia
$230K 3,778 -128 -3%
BCG
82
Breakwater Capital Group
New Jersey
$230K 3,777 +17 +0.5%
PWM
83
Prosperity Wealth Management
California
$226K 3,707 +3,707 New
LI
84
LMCG Investments
Massachusetts
$221K 3,628
ST
85
Spinnaker Trust
Maine
$217K 3,554
MA
86
Modus Advisors
Minnesota
$202K 3,316 +3,316 New
Morgan Stanley
87
Morgan Stanley
New York
$153K 2,503
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$128K 2,100
AWM
89
Aspire Wealth Management
Massachusetts
$120K 1,974
HBW
90
Hazlett, Burt & Watson
West Virginia
$110K 1,810 +50 +3%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$95.5K 1,566 +1,566 New
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$93.6K 1,535
Comerica Bank
93
Comerica Bank
Texas
$86.4K 1,418 +594 +72%
CFFP
94
Center for Financial Planning
Michigan
$74.6K 1,223
IA
95
IFP Advisors
Florida
$43.8K 719 +250 +53%
PS
96
Principal Securities
Iowa
$40.2K 659 -8 -1%
SPIA
97
Steward Partners Investment Advisory
New York
$28.7K 470 -300 -39%
CA
98
CoreCap Advisors
Michigan
$22K 361
CAL
99
Capital Analysts LLC
Pennsylvania
$16K 266 +217 +443%
Bank of America
100
Bank of America
North Carolina
$14.6K 239 -279 -54%