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JPMorgan Small & Mid Cap Enhanced Equity ETF

146 hedge funds and large institutions have $1.49B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
SP
101
Sequent Planning
Nebraska
$315K
PTC
102
Private Trust Company
Ohio
$311K
SMC
103
Smith, Moore & Co
Missouri
$307K
DAS
104
Dynamic Advisor Solutions
Arizona
$297K
LGG
105
Luts & Greenleigh Group
Maryland
$284K
MCM
106
MAI Capital Management
Ohio
$256K
NA
107
Nestegg Advisors
New York
$245K
SWP
108
Stratos Wealth Partners
Ohio
$238K
ST
109
Spinnaker Trust
Maine
$225K
SHIM
110
Stone House Investment Management
Pennsylvania
$225K
IF
111
Intrua Financial
Texas
$224K
AFP
112
Ausdal Financial Partners
Iowa
$222K
Morgan Stanley
113
Morgan Stanley
New York
$214K
GSIAS
114
Garden State Investment Advisory Services
New Jersey
$207K
BCG
115
Breakwater Capital Group
New Jersey
$206K
TCM
116
Triumph Capital Management
Colorado
$201K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$148K
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$133K
HBW
119
Hazlett, Burt & Watson
West Virginia
$111K
SPIA
120
Steward Partners Investment Advisory
New York
$99.8K
CFFP
121
Center for Financial Planning
Michigan
$77.6K
Comerica Bank
122
Comerica Bank
Texas
$65.5K
TWM
123
Tripletail Wealth Management
Florida
$59.2K
GSWM
124
Golden State Wealth Management
California
$46.1K
PS
125
Principal Securities
Iowa
$34.5K