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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147149 (+2)

0.62% more ownership

Funds ownership: 75.11%75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$43.2K
PS
127
Principal Securities
Iowa
$39.2K
SHIM
128
Stone House Investment Management
Pennsylvania
$38.7K +$41.3K +691 New
CA
129
Crewe Advisors
Utah
$28.8K +$30.8K +515 New
CAL
130
Capital Analysts LLC
Pennsylvania
$23K +$20.9K +350 +673%
GWSA
131
Global Wealth Strategies & Associates
Colorado
$22.4K +$23.9K +400 New
AWM
132
AE Wealth Management
Kansas
$20.2K +$21.5K +360 New
CWP
133
Concord Wealth Partners
Virginia
$18.6K -$2.09K -35 -10%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$12.3K +$13.2K +220 New
SIS
135
Strategic Investment Solutions
Illinois
$12.1K
HI
136
Harbour Investments
Wisconsin
$9.91K +$4.6K +77 +77%
MIA
137
MeadowBrook Investment Advisors
Michigan
$7.89K
ACA
138
Aptus Capital Advisors
Alabama
$7.58K -$3.35K -56 -29%
FMP
139
Financial Management Professionals
Texas
$2.8K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$2.41K
SS
141
Sunbelt Securities
Texas
$2.29K
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$2.13K
CIAS
143
Capital Investment Advisory Services
North Carolina
$1.85K
NWM
144
Nova Wealth Management
Florida
$1.68K -$120 -2 -6%
AAP
145
Arax Advisory Partners
Colorado
$1.62K +$1.73K +29 New
EB
146
Eastern Bank
Massachusetts
$1.51K
ME
147
McIlrath & Eck
Washington
$858
NP
148
NorthRock Partners
Minnesota
$452
FMII
149
Farmers & Merchants Investments Inc
Nebraska
$49
Wells Fargo
150
Wells Fargo
California
$8