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JPMorgan Small & Mid Cap Enhanced Equity ETF

147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
62
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
126
Principal Securities
Iowa
$39.2K 649 -10 -2%
CWP
127
Concord Wealth Partners
Virginia
$22.2K 367 +161 +78%
CA
128
CoreCap Advisors
Michigan
$21.8K 361
AssetMark Inc
129
AssetMark Inc
California
$18K 297 +297 New
SIS
130
Strategic Investment Solutions
Illinois
$13.1K 216
ACA
131
Aptus Capital Advisors
Alabama
$11.6K 191 +191 New
MIA
132
MeadowBrook Investment Advisors
Michigan
$8.53K 141
HI
133
Harbour Investments
Wisconsin
$6.05K 100 +100 New
AWM
134
Avior Wealth Management
Nebraska
$4.94K 81 +81 New
FFA
135
Farther Finance Advisors
California
$3.85K 64
SWM
136
Spire Wealth Management
Virginia
$3.21K 53 +53 New
FMP
137
Financial Management Professionals
Texas
$3.02K 50 +50 New
CAL
138
Capital Analysts LLC
Pennsylvania
$3K 52 -214 -80%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.6K 43
SS
140
Sunbelt Securities
Texas
$2.48K 41
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$2.3K 38
CIAS
142
Capital Investment Advisory Services
North Carolina
$2K 33 +33 New
NWM
143
Nova Wealth Management
Florida
$1.94K 32 +32 New
EB
144
Eastern Bank
Massachusetts
$1.63K 27
ME
145
McIlrath & Eck
Washington
$927 15
NP
146
NorthRock Partners
Minnesota
$488 8 -9 -53%
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$53 1
Wells Fargo
148
Wells Fargo
California
ZIMP
149
Zimmermann Investment Management & Planning
Pennsylvania
-33,911 Closed
TFM
150
Trademark Financial Management
Minnesota
-7,512 Closed