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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 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 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$528K -$15.1K -236 -3%
Bank of America
102
Bank of America
North Carolina
$507K +$504K +7,874 New
AWM
103
Avaii Wealth Management
Wisconsin
$473K +$31.9K +499 +7%
CPA
104
Capital Performance Advisors
California
$441K +$438K +6,850 New
CWM
105
Cornerstone Wealth Management
Missouri
$433K -$4.16K -65 -1%
KF
106
Krilogy Financial
Missouri
$430K -$6.66K -104 -2%
HighTower Advisors
107
HighTower Advisors
Illinois
$429K +$32.4K +506 +8%
MFG
108
MTM Financial Group
Pennsylvania
$419K +$87.9K +1,374 +27%
KPWS
109
Kestra Private Wealth Services
Texas
$394K -$85.7K -1,339 -18%
PWM
110
Prosperity Wealth Management
California
$375K +$21.1K +330 +6%
HAG
111
HighPoint Advisor Group
Illinois
$368K +$366K +5,712 New
CAM
112
Cozad Asset Management
Illinois
$367K -$35.3K -551 -9%
SP
113
Sequent Planning
Nebraska
$360K +$39.5K +617 +12%
TWP
114
Triad Wealth Partners
Kansas
$360K -$115K -1,797 -24%
SWP
115
Stratos Wealth Partners
Ohio
$344K +$102K +1,586 +42%
WIA
116
World Investment Advisors
California
$340K -$18.9K -295 -5%
SFAM
117
Sawyer Falduto Asset Management
Illinois
$336K +$334K +5,220 New
ASN
118
Advisory Services Network
Georgia
$336K -$18.7K -292 -5%
BBHC
119
Brown Brothers Harriman & Co
New York
$327K
DAS
120
Dynamic Advisor Solutions
Arizona
$315K +$12.9K +202 +4%
LGG
121
Luts & Greenleigh Group
Maryland
$314K +$26.1K +408 +9%
Creative Planning
122
Creative Planning
Kansas
$313K -$18.2K -285 -6%
KFAS
123
Keating Financial Advisory Services
Kansas
$301K +$299K +4,675 New
PTC
124
Private Trust Company
Ohio
$273K -$43K -672 -14%
SMC
125
Smith, Moore & Co
Missouri
$265K -$46K -719 -15%