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JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE

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.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 33

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$77.8M)

1% more funds holding

Funds holding: 147 → 149 (+2)

0.62% more ownership

Funds ownership: 75.11% → 75.74% (+0.62%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
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
–

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$67.9M
2
GVAG
Great Valley Advisor Group
Delaware
+$41.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.7M
4
MFP
Meridian Financial Partners
Virginia
+$15.7M
5
LPL Financial
LPL Financial
California
+$13.2M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$8.57M
2
IAA
Independent Advisor Alliance
North Carolina
-$7.91M
3
Citigroup
Citigroup
New York
-$7.56M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.21M
5
VAS
Valicenti Advisory Services
New York
-$7.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
– -$7.91M -130,880 Closed
Citigroup
152
Citigroup
New York
– -$7.56M -125,000 Closed
VAS
153
Valicenti Advisory Services
New York
– -$7.01M -115,864 Closed
CFGS
154
Concourse Financial Group Securities
Alabama
– -$3.1M -48,820 Closed
LWL
155
Leo Wealth LLC
Texas
– -$1.29M -21,399 Closed
SWM
156
SFG Wealth Management
Maryland
– -$614K -10,152 Closed
BA
157
Bluesphere Advisors
Pennsylvania
– -$608K -10,063 Closed
QC
158
Quadrature Capital
United Kingdom
– -$549K -9,085 Closed
ODG
159
O'Dell Group
Ohio
– -$465K -7,683 Closed
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
– -$414K -6,839 Closed
AAS
161
Ameritas Advisory Services
Nebraska
– -$349K -5,770 Closed
MWA
162
MN Wealth Advisors
Kansas
– -$336K -5,557 Closed
TPWA
163
Twin Peaks Wealth Advisors
California
– -$233K -3,854 Closed
ST
164
Spinnaker Trust
Maine
– -$215K -3,554 Closed
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
– -$89.2K -1,475 Closed
CA
166
CoreCap Advisors
Michigan
– -$21.8K -361 Closed
AssetMark Inc
167
AssetMark Inc
California
– -$18K -297 Closed
AWM
168
Avior Wealth Management
Nebraska
– -$4.94K -81 Closed
FFA
169
Farther Finance Advisors
California
– -$3.85K -64 Closed
SWM
170
Spire Wealth Management
Virginia
– -$3.21K -53 Closed
3 4 5 6
7

JMEE Hedge Fund Activity: Q1 2025 in Review

149 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) for Q1 2025, worth a combined $1.27B — up 6.5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMEE positions and 20 closed out — a net gain of 3 holders — while 71 added to existing stakes and 33 trimmed.

The largest buyer was Crestwood Advisors Group, opening a new position worth an estimated $67.9M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $8.57M.

  • 149 institutional investors held JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) as of Q1 2025, up from 147 in Q4 2024.
  • Funds reported $1.27B of JPMorgan Small & Mid Cap Enhanced Equity ETF stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 23 funds opened new JPMorgan Small & Mid Cap Enhanced Equity ETF positions in Q1 2025 and 20 closed out, a net change of +3 holders.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF buyer in Q1 2025 was Crestwood Advisors Group, an estimated $67.9M added.
  • The largest JPMorgan Small & Mid Cap Enhanced Equity ETF seller in Q1 2025 was Redhawk Wealth Advisors, an estimated $8.57M sold.

Based on aggregated 13F filings for Q1 2025.