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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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
BBHC
101
Brown Brothers Harriman & Co
New York
$322K
SP
102
Sequent Planning
Nebraska
$315K
PTC
103
Private Trust Company
Ohio
$311K
SMC
104
Smith, Moore & Co
Missouri
$307K
DAS
105
Dynamic Advisor Solutions
Arizona
$297K
LGG
106
Luts & Greenleigh Group
Maryland
$284K
MCM
107
MAI Capital Management
Ohio
$256K
NA
108
Nestegg Advisors
New York
$245K
SWP
109
Stratos Wealth Partners
Ohio
$238K
ST
110
Spinnaker Trust
Maine
$225K
SHIM
111
Stone House Investment Management
Pennsylvania
$225K
IF
112
Intrua Financial
Texas
$224K
AFP
113
Ausdal Financial Partners
Iowa
$222K
Morgan Stanley
114
Morgan Stanley
New York
$214K
GSIAS
115
Garden State Investment Advisory Services
New Jersey
$207K
BCG
116
Breakwater Capital Group
New Jersey
$206K
TCM
117
Triumph Capital Management
Colorado
$201K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$148K
GJIA
119
Glass Jacobson Investment Advisors
Maryland
$133K
HBW
120
Hazlett, Burt & Watson
West Virginia
$111K
SPIA
121
Steward Partners Investment Advisory
New York
$99.8K
CFFP
122
Center for Financial Planning
Michigan
$77.6K
Comerica Bank
123
Comerica Bank
Texas
$65.5K
TWM
124
Tripletail Wealth Management
Florida
$59.2K
IA
125
IFP Advisors
Florida
$48.9K