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JPMorgan Small & Mid Cap Enhanced Equity ETF

149 hedge funds and large institutions have $1.27B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.02%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
23
Increased
71
Reduced
33
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IAA
151
Independent Advisor Alliance
North Carolina
-130,880 Closed
Citigroup
152
Citigroup
New York
-125,000 Closed
VAS
153
Valicenti Advisory Services
New York
-115,864 Closed
CFGS
154
Concourse Financial Group Securities
Alabama
-48,820 Closed
LWL
155
Leo Wealth LLC
Texas
-21,399 Closed
SWM
156
SFG Wealth Management
Maryland
-10,152 Closed
BA
157
Bluesphere Advisors
Pennsylvania
-10,063 Closed
QC
158
Quadrature Capital
United Kingdom
-9,085 Closed
ODG
159
O'Dell Group
Ohio
-7,683 Closed
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
-6,839 Closed
AAS
161
Ameritas Advisory Services
Nebraska
-5,770 Closed
MWA
162
MN Wealth Advisors
Kansas
-5,557 Closed
TPWA
163
Twin Peaks Wealth Advisors
California
-3,854 Closed
ST
164
Spinnaker Trust
Maine
-3,554 Closed
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
-1,475 Closed
CA
166
CoreCap Advisors
Michigan
-361 Closed
AssetMark Inc
167
AssetMark Inc
California
-297 Closed
AWM
168
Avior Wealth Management
Nebraska
-81 Closed
FFA
169
Farther Finance Advisors
California
-64 Closed
SWM
170
Spire Wealth Management
Virginia
-53 Closed