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JPMorgan Small & Mid Cap Enhanced Equity ETF

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RT
76
Rockland Trust
Massachusetts
$693K 11,455 -1,365 -11%
NA
77
NewEdge Advisors
Louisiana
$671K 11,102 -767 -6%
LPT
78
Legacy Private Trust
Wisconsin
$626K 10,354 +10,354 New
IA
79
IFG Advisory
Georgia
$620K 10,246 +10,246 New
SWM
80
SFG Wealth Management
Maryland
$614K 10,152 +2,045 +25%
BA
81
Bluesphere Advisors
Pennsylvania
$608K 10,063 +2,711 +37%
Creative Planning
82
Creative Planning
Kansas
$567K 9,379 -543 -5%
AWA
83
Arete Wealth Advisors
Illinois
$565K 9,326 +2,833 +44%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$551K 9,104 -332 -4%
QC
85
Quadrature Capital
United Kingdom
$549K 9,085 +9,085 New
MA
86
Modus Advisors
Minnesota
$531K 8,780 +5,464 +165%
WWM
87
Western Wealth Management
Colorado
$523K 8,646 +8,646 New
ODG
88
O'Dell Group
Ohio
$465K 7,683 +72 +0.9%
KPWS
89
Kestra Private Wealth Services
Texas
$454K 7,503 -98 -1%
HighTower Advisors
90
HighTower Advisors
Illinois
$447K 7,393 +7,393 New
PFG
91
PAX Financial Group
Texas
$431K 7,135 -251 -3%
MML Investors Services
92
MML Investors Services
Massachusetts
$421K 6,954 +1,225 +21%
CWM
93
Cornerstone Wealth Management
Missouri
$414K 6,853 +1,585 +30%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$414K 6,839 -2,334 -25%
EFG
95
Elios Financial Group
Ohio
$411K 6,793 +26 +0.4%
AAS
96
Ameritas Advisory Services
Nebraska
$349K 5,770 -12,038 -68%
PTC
97
Private Trust Company
Ohio
$337K 5,581 -876 -14%
ASN
98
Advisory Services Network
Georgia
$337K 5,578 +5,578 New
MWA
99
MN Wealth Advisors
Kansas
$336K 5,557 +114 +2%
SFC
100
Strategic Financial Concepts
Texas
$336K 5,556 +5,556 New