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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$48.9K -$8.77K -142 -16%
GSWM
127
Golden State Wealth Management
California
$46.1K +$3.52K +57 +9%
PS
128
Principal Securities
Iowa
$34.5K +$13.6K +220 +68%
BDS
129
Banco de Sabadell
Florida
$33K
CA
130
Crewe Advisors
Utah
$32.7K
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$31.8K +$9.2K +149 +42%
MSG
132
Main Street Group
Virginia
$29.7K +$28.9K +468 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$28.4K +$8.89K +144 +48%
CAL
134
Capital Analysts LLC
Pennsylvania
$25K
ACA
135
Aptus Capital Advisors
Alabama
$24.4K +$15.4K +250 +185%
AAS
136
Ameritas Advisory Services
Nebraska
$22.1K -$35K -567 -62%
PWAM
137
Private Wealth Asset Management
Iowa
$15.1K
AAP
138
Arax Advisory Partners
Colorado
$14.6K -$11.5K -186 -45%
SIS
139
Strategic Investment Solutions
Illinois
$13.7K
FFA
140
Farther Finance Advisors
California
$12.5K -$13K -211 -52%
CWP
141
Concord Wealth Partners
Virginia
$7.99K -$13.3K -215 -63%
KFP
142
Kerr Financial Planning
California
$6.26K +$6.18K +100 New
HI
143
Harbour Investments
Wisconsin
$4.88K -$7.29K -118 -61%
AWM
144
AE Wealth Management
Kansas
$4.44K -$13.6K -220 -76%
CIAS
145
Capital Investment Advisory Services
North Carolina
$3.36K
FMP
146
Financial Management Professionals
Texas
$3.17K
SS
147
Sunbelt Securities
Texas
$2.6K
ME
148
McIlrath & Eck
Washington
$972
GFWA
149
Grey Fox Wealth Advisors
Delaware
$317 +$309 +5 New
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$56