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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
126
Brinker Capital Investments
Pennsylvania
$261K +$259K +4,052 New
MCM
127
MAI Capital Management
Ohio
$260K
NA
128
Nestegg Advisors
New York
$249K
IF
129
Intrua Financial
Texas
$231K +$4.16K +65 +2%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$230K -$3.4M -53,054 -94%
WP
131
WealthPLAN Partners
Nebraska
$229K +$228K +3,562 New
SHIM
132
Stone House Investment Management
Pennsylvania
$229K +$576 +9 +0.3%
ST
133
Spinnaker Trust
Maine
$229K
AFP
134
Ausdal Financial Partners
Iowa
$223K -$2.18K -34 -1%
BCG
135
Breakwater Capital Group
New Jersey
$222K +$12.5K +196 +6%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$220K +$218K +3,412 New
GSIAS
137
Garden State Investment Advisory Services
New Jersey
$216K +$5.5K +86 +3%
SPIA
138
Steward Partners Investment Advisory
New York
$203K +$101K +1,580 +100%
Morgan Stanley
139
Morgan Stanley
New York
$185K -$32.6K -509 -15%
TCM
140
Triumph Capital Management
Colorado
$179K -$24.7K -386 -12%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$156K +$5.38K +84 +4%
GWM
142
Greenline Wealth Management
Florida
$145K +$144K +2,245 New
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$135K
HBW
144
Hazlett, Burt & Watson
West Virginia
$112K
GAFA
145
Garton & Associates Financial Advisors
Kentucky
$89K +$88.5K +1,383 New
CFFP
146
Center for Financial Planning
Michigan
$78.7K
RFP
147
Root Financial Partners
California
$74.8K +$74.4K +1,162 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$49.5K +$20.5K +321 +72%
IA
149
IFP Advisors
Florida
$48.1K -$1.54K -24 -3%
GSWM
150
Golden State Wealth Management
California
$45.2K -$1.6K -25 -3%