JMEE icon

JPMorgan Small & Mid Cap Enhanced Equity ETF

145 hedge funds and large institutions have $1.37B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
126
Arax Advisory Partners
Colorado
$24.6K
FFA
127
Farther Finance Advisors
California
$24.2K
CAL
128
Capital Analysts LLC
Pennsylvania
$24K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$20.9K
CWP
130
Concord Wealth Partners
Virginia
$20.2K
PS
131
Principal Securities
Iowa
$19.2K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$17.9K
AWM
133
AE Wealth Management
Kansas
$17.2K
PWAM
134
Private Wealth Asset Management
Iowa
$14.1K
SIS
135
Strategic Investment Solutions
Illinois
$12.8K
HI
136
Harbour Investments
Wisconsin
$11.5K
ACA
137
Aptus Capital Advisors
Alabama
$8.02K
CIAS
138
Capital Investment Advisory Services
North Carolina
$3.14K
FMP
139
Financial Management Professionals
Texas
$2.96K
SS
140
Sunbelt Securities
Texas
$2.48K
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$2.25K
NWM
142
Nova Wealth Management
Florida
$1.95K
ME
143
McIlrath & Eck
Washington
$908
NP
144
NorthRock Partners
Minnesota
$478
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$52
Wells Fargo
146
Wells Fargo
California
$8
FF
147
Fortitude Financial
Washington
PWA
148
PCG Wealth Advisors
Kansas
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
VWA
150
Visionary Wealth Advisors
Illinois