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JPMorgan Small & Mid Cap Enhanced Equity ETF

177 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, 89 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 50

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

18% more capital invested

Capital invested by funds: $1.59B → $1.88B (+$288M)

4.11% more ownership

Funds ownership: 75.01%79.12% (+4.1%)

1% more funds holding

Funds holding: 176177 (+1)

Holders
177
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
15
Increased
89
Reduced
50
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
151
Pinnacle Bancorp
Nebraska
$37.7K +$38.5K +565 New
BDS
152
Banco de Sabadell
Florida
$34K
CAL
153
Capital Analysts LLC
Pennsylvania
$34K +$7.22K +106 +26%
AWM
154
AE Wealth Management
Kansas
$22.7K +$749 +11 +3%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$19.3K -$19.3K -283 -49%
ACA
156
Aptus Capital Advisors
Alabama
$19.2K -$6.81K -100 -26%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$15.9K -$12.3K -180 -43%
PWAM
158
Private Wealth Asset Management
Iowa
$15.9K
SAM
159
Smartleaf Asset Management
Massachusetts
$15.8K -$10.6K -155 -39%
AAP
160
Arax Advisory Partners
Colorado
$15.4K
AWM
161
Abound Wealth Management
Tennessee
$15.3K +$15.6K +229 New
SIS
162
Strategic Investment Solutions
Illinois
$14.4K
FFA
163
Farther Finance Advisors
California
$12.5K -$681 -10 -5%
Wells Fargo
164
Wells Fargo
California
$10.9K -$2.52K -37 -18%
HI
165
Harbour Investments
Wisconsin
$9.3K +$4.22K +62 +81%
IA
166
IFG Advisory
Georgia
$6.9K -$940K -13,803 -99%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$6.54K -$749 -11 -10%
TWM
168
TopTier Wealth Management
Wisconsin
$4.81K +$4.9K +72 New
LFG
169
Larson Financial Group
Missouri
$3.81K
CIAS
170
Capital Investment Advisory Services
North Carolina
$3.58K
IAIM
171
International Assets Investment Management
Florida
$3.36K
SS
172
Sunbelt Securities
Texas
$2.74K
FMP
173
Financial Management Professionals
Texas
$2.14K
CA
174
CoreCap Advisors
Michigan
$1.67K +$545 +8 +47%
CBT
175
Crews Bank & Trust
Florida
$1.27K