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JPMorgan Small & Mid Cap Enhanced Equity ETF

145 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
18
Increased
71
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
P
76
&Partners
Tennessee
$731K +$47.6K +793 +7%
WIM
77
WealthPlan Investment Management
Nebraska
$703K +$703K +11,876 New
SWP
78
Summit Wealth Partners
Florida
$699K +$35K +591 +5%
IA
79
IFG Advisory
Georgia
$695K +$57K +963 +9%
NL
80
NWAM LLC
Washington
$649K -$1.82M -30,020 -74%
WWM
81
Western Wealth Management
Colorado
$623K +$48.6K +820 +8%
RT
82
Rockland Trust
Massachusetts
$576K -$28.5K -481 -5%
AWA
83
Arete Wealth Advisors
Illinois
$526K +$8.94K +151 +2%
HAP
84
Harbor Asset Planning
Massachusetts
$518K +$518K +8,746 New
PFG
85
PAX Financial Group
Texas
$517K -$59 -1 -0%
MML Investors Services
86
MML Investors Services
Massachusetts
$501K +$57.8K +977 +13%
CAM
87
Cozad Asset Management
Illinois
$487K -$197K -3,330 -29%
MOS
88
MGO One Seven
Ohio
$479K +$7.88K +133 +2%
NA
89
NewEdge Advisors
Louisiana
$464K -$125K -2,115 -21%
EFG
90
Elios Financial Group
Ohio
$447K +$60.8K +1,026 +16%
AWM
91
Avaii Wealth Management
Wisconsin
$431K +$431K +7,283 New
Creative Planning
92
Creative Planning
Kansas
$411K +$3.2K +54 +0.8%
TWP
93
Triad Wealth Partners
Kansas
$372K -$205K -3,458 -35%
HighTower Advisors
94
HighTower Advisors
Illinois
$362K -$63.6K -1,075 -15%
CWM
95
Cornerstone Wealth Management
Missouri
$353K
HWMO
96
Heritage Wealth Management (Ohio)
Ohio
$329K +$92.4K +1,561 +39%
PWM
97
Prosperity Wealth Management
California
$328K -$18.4K -310 -5%
WIA
98
World Investment Advisors
California
$326K -$4.2K -71 -1%
PTC
99
Private Trust Company
Ohio
$312K -$14.6K -247 -4%
CAWM
100
Capital Advisors Wealth Management
Washington
$304K +$43.4K +733 +17%