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JPMorgan Small & Mid Cap Enhanced Equity ETF

143 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 17 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-6
Holders Change %
-4.03%
% of All Funds
1.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
17
Increased
71
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$287K 4,853 -620 -11%
NCM
102
Northwest Capital Management
Oregon
$286K 4,826 +901 +23%
SP
103
Sequent Planning
Nebraska
$280K 4,734 +760 +19%
MWM
104
Mascagni Wealth Management
Mississippi
$260K 4,390 -471 -10%
BBHC
105
Brown Brothers Harriman & Co
New York
$245K 4,140 +4,140 New
MCM
106
MAI Capital Management
Ohio
$239K 4,041 +3,269 +423%
Goldman Sachs
107
Goldman Sachs
New York
$236K 3,989 +3,989 New
NA
108
Nestegg Advisors
New York
$229K 3,870
Morgan Stanley
109
Morgan Stanley
New York
$228K 3,842 +1,339 +53%
ST
110
Spinnaker Trust
Maine
$210K 3,554 +3,554 New
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$207K 3,489 -5,615 -62%
SWP
112
Stratos Wealth Partners
Ohio
$202K 3,406 +3,406 New
SHIM
113
Stone House Investment Management
Pennsylvania
$192K 3,246 +2,555 +370%
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$124K 2,100
HBW
115
Hazlett, Burt & Watson
West Virginia
$111K 1,885
SPIA
116
Steward Partners Investment Advisory
New York
$84.1K 1,421 +632 +80%
CFFP
117
Center for Financial Planning
Michigan
$72.4K 1,223
Comerica Bank
118
Comerica Bank
Texas
$61.8K 1,043 -1,160 -53%
AAS
119
Ameritas Advisory Services
Nebraska
$54.2K 916 +916 New
IA
120
IFP Advisors
Florida
$54K 913 +140 +18%
GSWM
121
Golden State Wealth Management
California
$39.7K 670 -321 -32%
BDS
122
Banco de Sabadell
Florida
$31K 517 +517 New
CA
123
Crewe Advisors
Utah
$30.5K 515
AAP
124
Arax Advisory Partners
Colorado
$24.6K 416 +387 +1,334%
FFA
125
Farther Finance Advisors
California
$24.2K 409 +409 New