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JPMorgan Small & Mid Cap Enhanced Equity ETF

174 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 38 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
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
Bank of America
101
Bank of America
North Carolina
$507K
AWM
102
Avaii Wealth Management
Wisconsin
$473K
CPA
103
Capital Performance Advisors
California
$441K
CWM
104
Cornerstone Wealth Management
Missouri
$433K
KF
105
Krilogy Financial
Missouri
$430K
HighTower Advisors
106
HighTower Advisors
Illinois
$429K
KPWS
107
Kestra Private Wealth Services
Texas
$394K
PWM
108
Prosperity Wealth Management
California
$375K
HAG
109
HighPoint Advisor Group
Illinois
$368K
CAM
110
Cozad Asset Management
Illinois
$367K
SP
111
Sequent Planning
Nebraska
$360K
TWP
112
Triad Wealth Partners
Kansas
$360K
SWP
113
Stratos Wealth Partners
Ohio
$344K
WIA
114
World Investment Advisors
California
$340K
SFAM
115
Sawyer Falduto Asset Management
Illinois
$336K
ASN
116
Advisory Services Network
Georgia
$336K
BBHC
117
Brown Brothers Harriman & Co
New York
$327K
DAS
118
Dynamic Advisor Solutions
Arizona
$315K
LGG
119
Luts & Greenleigh Group
Maryland
$314K
Creative Planning
120
Creative Planning
Kansas
$313K
KFAS
121
Keating Financial Advisory Services
Kansas
$301K
PTC
122
Private Trust Company
Ohio
$273K
SMC
123
Smith, Moore & Co
Missouri
$265K
BCI
124
Brinker Capital Investments
Pennsylvania
$261K
MCM
125
MAI Capital Management
Ohio
$260K