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JPMorgan Small & Mid Cap Enhanced Equity ETF

174 hedge funds and large institutions have $1.88B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 87 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
SFS
126
Sowell Financial Services
Arkansas
$273K
GSIAS
127
Garden State Investment Advisory Services
New Jersey
$271K
SMC
128
Smith, Moore & Co
Missouri
$268K
PWA
129
PCG Wealth Advisors
Kansas
$268K
AFP
130
Ausdal Financial Partners
Iowa
$264K
NA
131
Nestegg Advisors
New York
$258K
BCG
132
Breakwater Capital Group
New Jersey
$242K
SHIM
133
Stone House Investment Management
Pennsylvania
$240K
IF
134
Intrua Financial
Texas
$240K
ST
135
Spinnaker Trust
Maine
$237K
AW
136
Alteri Wealth
California
$226K
SAW
137
Signal Advisors Wealth
Michigan
$221K
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$212K
Morgan Stanley
139
Morgan Stanley
New York
$194K
TCM
140
Triumph Capital Management
Colorado
$151K
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$140K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$140K
HBW
143
Hazlett, Burt & Watson
West Virginia
$116K
CFFP
144
Center for Financial Planning
Michigan
$81.7K
IA
145
IFP Advisors
Florida
$49.9K
GSWM
146
Golden State Wealth Management
California
$46.9K
GGI
147
Godsey & Gibb Inc
Virginia
$46.4K
PB
148
Pinnacle Bancorp
Nebraska
$37.7K
BDS
149
Banco de Sabadell
Florida
$34K
CAL
150
Capital Analysts LLC
Pennsylvania
$34K