We are live on ! Find out more
JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
Rooted Wealth Advisors
Illinois
$793K +$88.2K +1,476 +10%
BEI
77
Benjamin Edwards Inc
Missouri
$761K -$390K -6,532 -32%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$733K +$80.8K +1,351 +12%
CAM
79
Cozad Asset Management
Illinois
$647K -$75K -1,254 -10%
AWS
80
Atria Wealth Solutions
New York
$643K -$252K -4,217 -27%
P
81
&Partners
Tennessee
$635K +$681K +11,389 New
SWP
82
Summit Wealth Partners
Florida
$628K -$28.9K -483 -4%
IA
83
IFG Advisory
Georgia
$603K +$31.8K +532 +5%
RT
84
Rockland Trust
Massachusetts
$572K -$74.3K -1,243 -11%
NA
85
NewEdge Advisors
Louisiana
$558K -$68.3K -1,143 -10%
TWP
86
Triad Wealth Partners
Kansas
$546K -$744K -12,441 -56%
WWM
87
Western Wealth Management
Colorado
$543K +$63.2K +1,058 +12%
MA
88
Modus Advisors
Minnesota
$523K +$34K +569 +6%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$510K
PFG
90
PAX Financial Group
Texas
$489K +$95.7K +1,601 +22%
AWA
91
Arete Wealth Advisors
Illinois
$489K -$35.3K -591 -6%
BW
92
Balance Wealth
Ohio
$472K +$504K +8,425 New
MOS
93
MGO One Seven
Ohio
$445K -$475K -7,950 -50%
MML Investors Services
94
MML Investors Services
Massachusetts
$419K +$31.8K +532 +8%
HighTower Advisors
95
HighTower Advisors
Illinois
$403K -$11.9K -199 -3%
TFS
96
Thoroughbred Financial Services
Tennessee
$398K +$425K +7,112 New
Creative Planning
97
Creative Planning
Kansas
$385K -$149K -2,497 -27%
EFG
98
Elios Financial Group
Ohio
$365K -$16.5K -276 -4%
SFC
99
Strategic Financial Concepts
Texas
$359K +$51.7K +865 +16%
CWM
100
Cornerstone Wealth Management
Missouri
$334K -$53.3K -892 -13%