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JPMorgan Small & Mid Cap Enhanced Equity ETF

172 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 36 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
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
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$230K
WP
127
WealthPLAN Partners
Nebraska
$229K
SHIM
128
Stone House Investment Management
Pennsylvania
$229K
ST
129
Spinnaker Trust
Maine
$229K
AFP
130
Ausdal Financial Partners
Iowa
$223K
BCG
131
Breakwater Capital Group
New Jersey
$222K
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$220K
GSIAS
133
Garden State Investment Advisory Services
New Jersey
$216K
SPIA
134
Steward Partners Investment Advisory
New York
$203K
Morgan Stanley
135
Morgan Stanley
New York
$185K
TCM
136
Triumph Capital Management
Colorado
$179K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$156K
GWM
138
Greenline Wealth Management
Florida
$145K
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$135K
HBW
140
Hazlett, Burt & Watson
West Virginia
$112K
GAFA
141
Garton & Associates Financial Advisors
Kentucky
$89K
CFFP
142
Center for Financial Planning
Michigan
$78.7K
RFP
143
Root Financial Partners
California
$74.8K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$49.5K
IA
145
IFP Advisors
Florida
$48.1K
GSWM
146
Golden State Wealth Management
California
$45.2K
GGI
147
Godsey & Gibb Inc
Virginia
$44.7K
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$36.8K
Comerica Bank
149
Comerica Bank
Texas
$33.3K
BDS
150
Banco de Sabadell
Florida
$33K