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JPMorgan Small & Mid Cap Enhanced Equity ETF

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WIA
101
World Investment Advisors
California
$328K 5,431 -240 -4%
GCA
102
Greenwood Capital Associates
South Carolina
$327K 5,401 +5,401 New
DAS
103
Dynamic Advisor Solutions
Arizona
$322K 5,326 +785 +17%
GRP
104
Global Retirement Partners
California
$287K 4,745 +540 +13%
MWM
105
Mascagni Wealth Management
Mississippi
$272K 4,861 +4,861 New
PWM
106
Prosperity Wealth Management
California
$243K 4,016 +309 +8%
BCG
107
Breakwater Capital Group
New Jersey
$242K 4,002 +225 +6%
NA
108
Nestegg Advisors
New York
$242K 3,870 +3,870 New
SP
109
Sequent Planning
Nebraska
$240K 3,972 +87 +2%
NCM
110
Northwest Capital Management
Oregon
$237K 3,925
AWC
111
Adamsbrown Wealth Consultants
Kansas
$233K 3,857 +3,857 New
TPWA
112
Twin Peaks Wealth Advisors
California
$233K 3,854 +3,854 New
ST
113
Spinnaker Trust
Maine
$215K 3,554
Morgan Stanley
114
Morgan Stanley
New York
$151K 2,503
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$127K 2,100
HBW
116
Hazlett, Burt & Watson
West Virginia
$109K 1,810
Comerica Bank
117
Comerica Bank
Texas
$99.7K 1,648 +230 +16%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$93.4K 1,535
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$89.2K 1,475 -91 -6%
CFFP
120
Center for Financial Planning
Michigan
$74K 1,223
GSWM
121
Golden State Wealth Management
California
$73.7K 1,219 +1,219 New
AG
122
AmeriFlex Group
Nevada
$68.8K 1,101 +1,101 New
IA
123
IFP Advisors
Florida
$57.6K 953 +234 +33%
SPIA
124
Steward Partners Investment Advisory
New York
$48.3K 799 +329 +70%
MCM
125
MAI Capital Management
Ohio
$46.7K 772 +772 New