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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 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 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
MTM Financial Group
Pennsylvania
$326K +$318K +5,142 New
BBHC
102
Brown Brothers Harriman & Co
New York
$322K +$58.3K +943 +23%
SP
103
Sequent Planning
Nebraska
$315K +$14.6K +237 +5%
PTC
104
Private Trust Company
Ohio
$311K -$22.1K -357 -7%
SMC
105
Smith, Moore & Co
Missouri
$307K -$1.42M -22,999 -83%
DAS
106
Dynamic Advisor Solutions
Arizona
$297K -$10.3K -166 -3%
LGG
107
Luts & Greenleigh Group
Maryland
$284K +$277K +4,476 New
MCM
108
MAI Capital Management
Ohio
$256K
NA
109
Nestegg Advisors
New York
$245K
SWP
110
Stratos Wealth Partners
Ohio
$238K +$21.7K +352 +10%
ST
111
Spinnaker Trust
Maine
$225K
SHIM
112
Stone House Investment Management
Pennsylvania
$225K +$18.7K +303 +9%
IF
113
Intrua Financial
Texas
$224K +$218K +3,528 New
AFP
114
Ausdal Financial Partners
Iowa
$222K +$216K +3,492 New
Morgan Stanley
115
Morgan Stanley
New York
$214K -$28.6K -463 -12%
GSIAS
116
Garden State Investment Advisory Services
New Jersey
$207K +$201K +3,261 New
BCG
117
Breakwater Capital Group
New Jersey
$206K +$201K +3,254 New
TCM
118
Triumph Capital Management
Colorado
$201K +$196K +3,170 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$148K +$145K +2,340 New
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$133K
HBW
121
Hazlett, Burt & Watson
West Virginia
$111K -$9.27K -150 -8%
SPIA
122
Steward Partners Investment Advisory
New York
$99.8K +$9.45K +153 +11%
CFFP
123
Center for Financial Planning
Michigan
$77.6K
Comerica Bank
124
Comerica Bank
Texas
$65.5K -$680 -11 -1%
TWM
125
Tripletail Wealth Management
Florida
$59.2K +$57.2K +926 New