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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prosperity Wealth Management
California
$328K
WIA
102
World Investment Advisors
California
$313K
PTC
103
Private Trust Company
Ohio
$309K
DAS
104
Dynamic Advisor Solutions
Arizona
$306K
MWM
105
Mascagni Wealth Management
Mississippi
$272K
AC
106
AWM Capital
Arizona
$251K
CAWM
107
Capital Advisors Wealth Management
Washington
$246K
BCG
108
Breakwater Capital Group
New Jersey
$246K
VAM
109
Vienna Asset Management
California
$237K
AWC
110
Adamsbrown Wealth Consultants
Kansas
$230K
HWMO
111
Heritage Wealth Management (Ohio)
Ohio
$224K
SP
112
Sequent Planning
Nebraska
$222K
NCM
113
Northwest Capital Management
Oregon
$220K
NA
114
Nestegg Advisors
New York
$217K
ASN
115
Advisory Services Network
Georgia
$203K
Morgan Stanley
116
Morgan Stanley
New York
$140K
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$127K
Comerica Bank
118
Comerica Bank
Texas
$123K
AG
119
AmeriFlex Group
Nevada
$118K
HBW
120
Hazlett, Burt & Watson
West Virginia
$105K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$75.3K
CFFP
122
Center for Financial Planning
Michigan
$68.5K
GSWM
123
Golden State Wealth Management
California
$55.5K
SPIA
124
Steward Partners Investment Advisory
New York
$44.2K
IA
125
IFP Advisors
Florida
$43.2K