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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$761K +$11.7K +189 +2%
WTFG
77
Wells Trecaso Financial Group
Ohio
$715K -$913K -14,786 -57%
WWM
78
Western Wealth Management
Colorado
$678K +$9.76K +158 +2%
RT
79
Rockland Trust
Massachusetts
$587K -$29.3K -475 -5%
HF
80
HRT Financial
New York
$586K +$571K +9,249 New
PFG
81
PAX Financial Group
Texas
$569K +$14.3K +231 +3%
AWA
82
Arete Wealth Advisors
Illinois
$563K -$247 -4 -0%
HAP
83
Harbor Asset Planning
Massachusetts
$555K
NA
84
NewEdge Advisors
Louisiana
$535K +$36.6K +592 +8%
TRCT
85
Tower Research Capital (TRC)
New York
$512K -$1.09M -17,655 -69%
Citadel Advisors
86
Citadel Advisors
Florida
$511K -$3.77M -61,047 -88%
MOS
87
MGO One Seven
Ohio
$507K -$5.56K -90 -1%
KPWS
88
Kestra Private Wealth Services
Texas
$473K -$657K -10,643 -59%
TWP
89
Triad Wealth Partners
Kansas
$468K +$67.6K +1,095 +17%
HWMO
90
Heritage Wealth Management (Ohio)
Ohio
$440K +$85.1K +1,377 +25%
AWM
91
Avaii Wealth Management
Wisconsin
$434K -$26.7K -433 -6%
CWM
92
Cornerstone Wealth Management
Missouri
$431K +$51.6K +835 +14%
KF
93
Krilogy Financial
Missouri
$407K +$397K +6,424 New
CAM
94
Cozad Asset Management
Illinois
$396K -$123K -1,984 -24%
HighTower Advisors
95
HighTower Advisors
Illinois
$391K +$2.84K +46 +0.8%
WIA
96
World Investment Advisors
California
$354K +$4.32K +70 +1%
ASN
97
Advisory Services Network
Georgia
$349K +$36.4K +589 +12%
PWM
98
Prosperity Wealth Management
California
$349K -$2.6K -42 -0.8%
UAG
99
United Advisor Group
Ohio
$327K +$319K +5,157 New
Creative Planning
100
Creative Planning
Kansas
$326K -$111K -1,792 -26%