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JPMorgan Small & Mid Cap Enhanced Equity ETF

170 hedge funds and large institutions have $1.57B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
CPA
101
Capital Performance Advisors
California
$441K
CWM
102
Cornerstone Wealth Management
Missouri
$433K
KF
103
Krilogy Financial
Missouri
$430K
HighTower Advisors
104
HighTower Advisors
Illinois
$429K
KPWS
105
Kestra Private Wealth Services
Texas
$394K
CAM
106
Cozad Asset Management
Illinois
$367K
SP
107
Sequent Planning
Nebraska
$360K
TWP
108
Triad Wealth Partners
Kansas
$360K
SWP
109
Stratos Wealth Partners
Ohio
$344K
WIA
110
World Investment Advisors
California
$340K
SFAM
111
Sawyer Falduto Asset Management
Illinois
$336K
ASN
112
Advisory Services Network
Georgia
$336K
BBHC
113
Brown Brothers Harriman & Co
New York
$327K
DAS
114
Dynamic Advisor Solutions
Arizona
$315K
LGG
115
Luts & Greenleigh Group
Maryland
$314K
Creative Planning
116
Creative Planning
Kansas
$313K
KFAS
117
Keating Financial Advisory Services
Kansas
$301K
PTC
118
Private Trust Company
Ohio
$273K
SMC
119
Smith, Moore & Co
Missouri
$265K
BCI
120
Brinker Capital Investments
Pennsylvania
$261K
MCM
121
MAI Capital Management
Ohio
$260K
NA
122
Nestegg Advisors
New York
$249K
IF
123
Intrua Financial
Texas
$231K
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$230K
WP
125
WealthPLAN Partners
Nebraska
$229K