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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$297K +$14.1K +207 +5%
WIA
127
World Investment Advisors
California
$288K -$66.6K -978 -18%
MCM
128
MAI Capital Management
Ohio
$273K +$3.47K +51 +1%
SFS
129
Sowell Financial Services
Arkansas
$273K +$278K +4,089 New
GSIAS
130
Garden State Investment Advisory Services
New Jersey
$271K +$48.5K +712 +21%
SMC
131
Smith, Moore & Co
Missouri
$268K -$7.42K -109 -3%
PWA
132
PCG Wealth Advisors
Kansas
$268K -$598K -8,783 -69%
AFP
133
Ausdal Financial Partners
Iowa
$264K +$33.4K +491 +14%
NA
134
Nestegg Advisors
New York
$258K
BCG
135
Breakwater Capital Group
New Jersey
$242K +$11.7K +172 +5%
SHIM
136
Stone House Investment Management
Pennsylvania
$240K +$2.52K +37 +1%
IF
137
Intrua Financial
Texas
$240K
ST
138
Spinnaker Trust
Maine
$237K
AW
139
Alteri Wealth
California
$226K +$230K +3,381 New
SAW
140
Signal Advisors Wealth
Michigan
$221K +$225K +3,310 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$212K -$27.1K -398 -11%
Morgan Stanley
142
Morgan Stanley
New York
$194K +$2.52K +37 +1%
TCM
143
Triumph Capital Management
Colorado
$151K -$36K -528 -19%
GJIA
144
Glass Jacobson Investment Advisors
Maryland
$140K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$140K -$22.6K -332 -14%
HBW
146
Hazlett, Burt & Watson
West Virginia
$116K
CFFP
147
Center for Financial Planning
Michigan
$81.7K
IA
148
IFP Advisors
Florida
$49.9K
GSWM
149
Golden State Wealth Management
California
$46.9K
GGI
150
Godsey & Gibb Inc
Virginia
$46.4K