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JPMorgan Small & Mid Cap Enhanced Equity ETF

145 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 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
1.94%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
18
Increased
71
Reduced
40
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
101
Advisory Services Network
Georgia
$295K +$78K +1,300 +36%
DAS
102
Dynamic Advisor Solutions
Arizona
$287K -$36.7K -620 -11%
NCM
103
Northwest Capital Management
Oregon
$286K +$53.3K +901 +23%
SP
104
Sequent Planning
Nebraska
$280K +$45K +760 +19%
MWM
105
Mascagni Wealth Management
Mississippi
$260K -$27.9K -471 -10%
BBHC
106
Brown Brothers Harriman & Co
New York
$245K +$245K +4,140 New
MCM
107
MAI Capital Management
Ohio
$239K +$194K +3,269 +423%
Goldman Sachs
108
Goldman Sachs
New York
$236K +$236K +3,989 New
NA
109
Nestegg Advisors
New York
$229K
Morgan Stanley
110
Morgan Stanley
New York
$228K +$79.3K +1,339 +53%
ST
111
Spinnaker Trust
Maine
$210K +$210K +3,554 New
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$207K -$332K -5,615 -62%
SWP
113
Stratos Wealth Partners
Ohio
$202K +$202K +3,406 New
SHIM
114
Stone House Investment Management
Pennsylvania
$192K +$151K +2,555 +370%
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$124K
HBW
116
Hazlett, Burt & Watson
West Virginia
$111K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$90.9K
SPIA
118
Steward Partners Investment Advisory
New York
$84.1K +$37.4K +632 +80%
CFFP
119
Center for Financial Planning
Michigan
$72.4K
Comerica Bank
120
Comerica Bank
Texas
$61.8K -$68.7K -1,160 -53%
AAS
121
Ameritas Advisory Services
Nebraska
$54.2K +$54.2K +916 New
IA
122
IFP Advisors
Florida
$54K +$8.28K +140 +18%
GSWM
123
Golden State Wealth Management
California
$39.7K -$19K -321 -32%
BDS
124
Banco de Sabadell
Florida
$31K +$31K +517 New
CA
125
Crewe Advisors
Utah
$30.5K