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JPMorgan Small & Mid Cap Enhanced Equity ETF

172 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
AWM
101
Avaii Wealth Management
Wisconsin
$473K
CPA
102
Capital Performance Advisors
California
$441K
CWM
103
Cornerstone Wealth Management
Missouri
$433K
KF
104
Krilogy Financial
Missouri
$430K
HighTower Advisors
105
HighTower Advisors
Illinois
$429K
KPWS
106
Kestra Private Wealth Services
Texas
$394K
PWM
107
Prosperity Wealth Management
California
$375K
CAM
108
Cozad Asset Management
Illinois
$367K
SP
109
Sequent Planning
Nebraska
$360K
TWP
110
Triad Wealth Partners
Kansas
$360K
SWP
111
Stratos Wealth Partners
Ohio
$344K
WIA
112
World Investment Advisors
California
$340K
SFAM
113
Sawyer Falduto Asset Management
Illinois
$336K
ASN
114
Advisory Services Network
Georgia
$336K
BBHC
115
Brown Brothers Harriman & Co
New York
$327K
DAS
116
Dynamic Advisor Solutions
Arizona
$315K
LGG
117
Luts & Greenleigh Group
Maryland
$314K
Creative Planning
118
Creative Planning
Kansas
$313K
KFAS
119
Keating Financial Advisory Services
Kansas
$301K
PTC
120
Private Trust Company
Ohio
$273K
SMC
121
Smith, Moore & Co
Missouri
$265K
BCI
122
Brinker Capital Investments
Pennsylvania
$261K
MCM
123
MAI Capital Management
Ohio
$260K
NA
124
Nestegg Advisors
New York
$249K
IF
125
Intrua Financial
Texas
$231K