JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
147 hedge funds and large institutions have $1.19B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 6 closing their positions.
617% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 6
158% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 24
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
31% more funds holding
Funds holding: 112 → 147 (+35)
15% more capital invested
Capital invested by funds: $1.03B → $1.19B (+$160M)
0.89% more ownership
Funds ownership: 74.22% → 75.11% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.8M |
| 2 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
+$21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.6M |
| 4 |
ACM
Alpha Capital Management
Austin,
Texas
|
+$11.6M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.66M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.07M |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$1.44M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.01M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
151
Ascent Group
Virginia Beach,
Virginia
| – | -$230K | -3,778 | Closed |
|
|
LI
152
LMCG Investments
Boston,
Massachusetts
| – | -$221K | -3,628 | Closed |
|
153
Bank of America
Charlotte,
North Carolina
| – | -$14.6K | -239 | Closed |
|
|
CA
154
Claris Advisors
St. Louis,
Missouri
| – | -$6.1K | -100 | Closed |
|
JMEE Hedge Fund Activity: Q4 2024 in Review
147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q4 2024, worth a combined $1.19B — up 15% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new JMEE positions and 6 closed out — a net gain of 37 holders — while 62 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.8M. The largest seller was JP Morgan Chase, cutting an estimated $4.66M.
- 147 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q4 2024, up from 112 in Q3 2024.
- Funds reported $1.19B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 43 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q4 2024 and 6 closed out, a net change of +37 holders.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $26.8M added.
- The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q4 2024 was JP Morgan Chase, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2024.