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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

293% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more capital invested

Capital invested by funds: $829M → $1.03B (+$202M)

19% more funds holding

Funds holding: 94112 (+18)

1.75% less ownership

Funds ownership: 75.98%74.22% (-1.8%)

Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.61%
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
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$321K +$66.6K +1,135 +27%
DAS
77
Dynamic Advisor Solutions
Arizona
$277K +$26.1K +445 +11%
GRP
78
Global Retirement Partners
California
$256K +$46.2K +787 +23%
NCM
79
Northwest Capital Management
Oregon
$239K
SP
80
Sequent Planning
Nebraska
$237K +$228K +3,885 New
AG
81
Ascent Group
Virginia
$230K -$7.51K -128 -3%
BCG
82
Breakwater Capital Group
New Jersey
$230K +$998 +17 +0.5%
PWM
83
Prosperity Wealth Management
California
$226K +$218K +3,707 New
LI
84
LMCG Investments
Massachusetts
$221K
ST
85
Spinnaker Trust
Maine
$217K
MA
86
Modus Advisors
Minnesota
$202K +$195K +3,316 New
Morgan Stanley
87
Morgan Stanley
New York
$153K
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$128K
AWM
89
Aspire Wealth Management
Massachusetts
$120K
HBW
90
Hazlett, Burt & Watson
West Virginia
$110K +$2.93K +50 +3%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$95.5K +$91.9K +1,566 New
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$93.6K
Comerica Bank
93
Comerica Bank
Texas
$86.4K +$34.9K +594 +72%
CFFP
94
Center for Financial Planning
Michigan
$74.6K
IA
95
IFP Advisors
Florida
$43.8K +$14.7K +250 +53%
PS
96
Principal Securities
Iowa
$40.2K -$469 -8 -1%
SPIA
97
Steward Partners Investment Advisory
New York
$28.7K -$17.6K -300 -39%
CA
98
CoreCap Advisors
Michigan
$22K
CAL
99
Capital Analysts LLC
Pennsylvania
$16K +$12.7K +217 +443%
Bank of America
100
Bank of America
North Carolina
$14.6K -$16.4K -279 -54%