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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

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prosperity Wealth Management
California
$328K +$110K +1,838 +46%
WIA
102
World Investment Advisors
California
$313K +$9.21K +154 +3%
PTC
103
Private Trust Company
Ohio
$309K -$3.94K -66 -1%
DAS
104
Dynamic Advisor Solutions
Arizona
$306K +$8.79K +147 +3%
MWM
105
Mascagni Wealth Management
Mississippi
$272K
AC
106
AWM Capital
Arizona
$251K +$268K +4,484 New
CAWM
107
Capital Advisors Wealth Management
Washington
$246K +$263K +4,400 New
BCG
108
Breakwater Capital Group
New Jersey
$246K +$23.3K +389 +10%
VAM
109
Vienna Asset Management
California
$237K -$2.1M -35,051 -89%
AWC
110
Adamsbrown Wealth Consultants
Kansas
$230K +$14.9K +249 +6%
HWMO
111
Heritage Wealth Management (Ohio)
Ohio
$224K +$239K +3,997 New
SP
112
Sequent Planning
Nebraska
$222K +$120 +2 +0.1%
NCM
113
Northwest Capital Management
Oregon
$220K
NA
114
Nestegg Advisors
New York
$217K
ASN
115
Advisory Services Network
Georgia
$203K -$117K -1,958 -35%
Morgan Stanley
116
Morgan Stanley
New York
$140K
GJIA
117
Glass Jacobson Investment Advisors
Maryland
$127K
Comerica Bank
118
Comerica Bank
Texas
$123K +$33.2K +555 +34%
AG
119
AmeriFlex Group
Nevada
$118K +$60.3K +1,008 +92%
HBW
120
Hazlett, Burt & Watson
West Virginia
$105K +$4.48K +75 +4%
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 -$13.6K -228 -19%
SPIA
124
Steward Partners Investment Advisory
New York
$44.2K -$598 -10 -1%
IA
125
IFP Advisors
Florida
$43.2K -$10.8K -180 -19%