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JPMorgan Small & Mid Cap Enhanced Equity ETF

170 hedge funds and large institutions have $1.57B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
SHIM
126
Stone House Investment Management
Pennsylvania
$229K
ST
127
Spinnaker Trust
Maine
$229K
AFP
128
Ausdal Financial Partners
Iowa
$223K
BCG
129
Breakwater Capital Group
New Jersey
$222K
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$220K
GSIAS
131
Garden State Investment Advisory Services
New Jersey
$216K
SPIA
132
Steward Partners Investment Advisory
New York
$203K
Morgan Stanley
133
Morgan Stanley
New York
$185K
TCM
134
Triumph Capital Management
Colorado
$179K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$156K
GWM
136
Greenline Wealth Management
Florida
$145K
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$135K
HBW
138
Hazlett, Burt & Watson
West Virginia
$112K
GAFA
139
Garton & Associates Financial Advisors
Kentucky
$89K
CFFP
140
Center for Financial Planning
Michigan
$78.7K
RFP
141
Root Financial Partners
California
$74.8K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$49.5K
IA
143
IFP Advisors
Florida
$48.1K
GSWM
144
Golden State Wealth Management
California
$45.2K
GGI
145
Godsey & Gibb Inc
Virginia
$44.7K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$36.8K
Comerica Bank
147
Comerica Bank
Texas
$33.3K
BDS
148
Banco de Sabadell
Florida
$33K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$26.9K
CAL
150
Capital Analysts LLC
Pennsylvania
$26K