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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Sentinus LLC
Illinois
$1.33M +$1.33M +20,726 New
RWA
77
Rooted Wealth Advisors
Illinois
$1.31M +$99.4K +1,553 +9%
SWM
78
SilverOak Wealth Management
Minnesota
$1.28M +$1.28M +19,930 New
BPFA
79
Barnes Pettey Financial Advisors
Mississippi
$1.22M +$326K +5,094 +37%
OHWP
80
Oak Harbor Wealth Partners
North Carolina
$1.22M +$80.6K +1,259 +7%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.14M -$857K -13,384 -43%
P
82
&Partners
Tennessee
$1.12M -$46.8K -731 -4%
BEI
83
Benjamin Edwards Inc
Missouri
$1.09M -$69.7K -1,089 -6%
GRP
84
Global Retirement Partners
California
$1.08M -$46K -719 -4%
Jane Street
85
Jane Street
New York
$1.06M +$1.05M +16,450 New
Natixis Advisors
86
Natixis Advisors
Massachusetts
$899K +$893K +13,957 New
IA
87
IFG Advisory
Georgia
$895K +$70.4K +1,100 +9%
AFG
88
Allegheny Financial Group
Pennsylvania
$895K +$889K +13,895 New
UAG
89
United Advisor Group
Ohio
$864K +$529K +8,259 +160%
PWA
90
PCG Wealth Advisors
Kansas
$823K -$1.75M -27,364 -68%
SWP
91
Summit Wealth Partners
Florida
$746K -$25.9K -405 -3%
WWM
92
Western Wealth Management
Colorado
$719K +$31K +485 +5%
EFG
93
Everest Financial Group
Minnesota
$714K +$710K +11,087 New
MOS
94
MGO One Seven
Ohio
$631K +$116K +1,812 +23%
VT
95
Vise Technologies
New York
$625K +$621K +9,703 New
HAP
96
Harbor Asset Planning
Massachusetts
$609K +$45.6K +713 +8%
PFG
97
PAX Financial Group
Texas
$608K +$30.2K +472 +5%
AWA
98
Arete Wealth Advisors
Illinois
$604K +$32.5K +507 +6%
HWMO
99
Heritage Wealth Management (Ohio)
Ohio
$567K +$120K +1,868 +27%
RT
100
Rockland Trust
Massachusetts
$550K -$45.4K -710 -8%