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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MTM Financial Group
Pennsylvania
$545K +$112K +1,642 +25%
EFG
102
Everest Financial Group
Minnesota
$528K -$216K -3,174 -29%
CWM
103
Cornerstone Wealth Management
Missouri
$505K +$56.2K +825 +12%
Bank of America
104
Bank of America
North Carolina
$487K -$39K -573 -7%
CPA
105
Capital Performance Advisors
California
$459K +$1.98K +29 +0.4%
AWM
106
Avaii Wealth Management
Wisconsin
$459K -$32.4K -476 -6%
Mariner
107
Mariner
Kansas
$442K +$451K +6,617 New
KF
108
Krilogy Financial
Missouri
$438K -$10K -147 -2%
P
109
&Partners
Tennessee
$435K -$742K -10,893 -63%
HighTower Advisors
110
HighTower Advisors
Illinois
$419K -$27K -397 -6%
CAM
111
Cozad Asset Management
Illinois
$415K +$35.3K +519 +9%
ASN
112
Advisory Services Network
Georgia
$396K +$48.5K +712 +14%
KPWS
113
Kestra Private Wealth Services
Texas
$390K -$18.7K -274 -4%
HAG
114
HighPoint Advisor Group
Illinois
$381K
SWP
115
Stratos Wealth Partners
Ohio
$379K +$22.1K +325 +6%
SP
116
Sequent Planning
Nebraska
$378K +$4.63K +68 +1%
AssetMark Inc
117
AssetMark Inc
California
$374K +$382K +5,606 New
TWP
118
Triad Wealth Partners
Kansas
$366K -$7.63K -112 -2%
Creative Planning
119
Creative Planning
Kansas
$354K +$29.9K +439 +9%
SFAM
120
Sawyer Falduto Asset Management
Illinois
$349K
SPIA
121
Steward Partners Investment Advisory
New York
$346K +$138K +2,030 +64%
LGG
122
Luts & Greenleigh Group
Maryland
$342K +$15.7K +231 +5%
BBHC
123
Brown Brothers Harriman & Co
New York
$339K
DAS
124
Dynamic Advisor Solutions
Arizona
$332K +$5.52K +81 +2%
BlackRock
125
BlackRock
New York
$313K +$319K +4,692 New