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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

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.

New
Increased
Maintained
Reduced
Closed

617% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 6

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

31% more funds holding

Funds holding: 112 → 147 (+35)

15% more capital invested

Capital invested by funds: $1.03B → $1.19B (+$160M)

0.89% more ownership

Funds ownership: 74.22% → 75.11% (+0.89%)

Holders
147
Holders Change
+35
Holders Change %
+31.25%
% of All Funds
1.94%
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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.8M
2
TWP
Total Wealth Planning
Ohio
+$21M
3
Osaic Holdings
Osaic Holdings
Arizona
+$16.6M
4
ACM
Alpha Capital Management
Texas
+$11.6M
5
IAA
Independent Advisor Alliance
North Carolina
+$8.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$2.07M
3
TWP
Triad Wealth Partners
Kansas
-$1.44M
4
SL
Systelligence LLC
Minnesota
-$1.01M
5
AAS
Ameritas Advisory Services
Nebraska
-$754K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
126
Principal Securities
Iowa
$39.2K -$626 -10 -2%
CWP
127
Concord Wealth Partners
Virginia
$22.2K +$10.1K +161 +78%
CA
128
CoreCap Advisors
Michigan
$21.8K – – –
AssetMark Inc
129
AssetMark Inc
California
$18K +$18.6K +297 New
SIS
130
Strategic Investment Solutions
Illinois
$13.1K – – –
ACA
131
Aptus Capital Advisors
Alabama
$11.6K +$12K +191 New
MIA
132
MeadowBrook Investment Advisors
Michigan
$8.53K – – –
HI
133
Harbour Investments
Wisconsin
$6.05K +$6.26K +100 New
AWM
134
Avior Wealth Management
Nebraska
$4.94K +$5.07K +81 New
FFA
135
Farther Finance Advisors
California
$3.85K – – –
SWM
136
Spire Wealth Management
Virginia
$3.21K +$3.32K +53 New
FMP
137
Financial Management Professionals
Texas
$3.02K +$3.13K +50 New
CAL
138
Capital Analysts LLC
Pennsylvania
$3K -$13.4K -214 -80%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$2.6K – – –
SS
140
Sunbelt Securities
Texas
$2.48K – – –
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$2.3K – – –
CIAS
142
Capital Investment Advisory Services
North Carolina
$2K +$2.07K +33 New
NWM
143
Nova Wealth Management
Florida
$1.94K +$2K +32 New
EB
144
Eastern Bank
Massachusetts
$1.63K – – –
ME
145
McIlrath & Eck
Washington
$927 – – –
NP
146
NorthRock Partners
Minnesota
$488 -$564 -9 -53%
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$53 – – –
Wells Fargo
148
Wells Fargo
California
$8 – – –
ZIMP
149
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.07M -33,911 Closed
TFM
150
Trademark Financial Management
Minnesota
– -$458K -7,512 Closed
3 4 5
6
7

JMEE Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2024, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new JMEE positions and 6 closed out — a net gain of 37 holders — while 62 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was JP Morgan Chase, cutting an estimated $4.66M.

  • 147 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2024, up from 112 in Q3 2024.
  • Funds reported $1.19B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 43 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2024 and 6 closed out, a net change of +37 holders.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $26.8M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2024.