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JPMorgan Small & Mid Cap Enhanced Equity ETF

150 hedge funds and large institutions have $1.5B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

9% more capital invested

Capital invested by funds: $1.38B → $1.5B (+$121M)

4% more funds holding

Funds holding: 144150 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.53% less ownership

Funds ownership: 74.6%74.07% (-0.53%)

Holders
150
Holders Change
+6
Holders Change %
+4.17%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
67
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
151
Wells Fargo
California
$9
SL
152
Systelligence LLC
Minnesota
-$4.75M -80,142 Closed
Jane Street
153
Jane Street
New York
-$1.82M -30,691 Closed
SNWA
154
Siligmueller & Norvid Wealth Advisors
Illinois
-$1.15M -19,165 Closed
LWL
155
Leo Wealth LLC
Texas
-$1.11M -18,776 Closed
NCM
156
Northwest Capital Management
Oregon
-$286K -4,826 Closed
MWM
157
Mascagni Wealth Management
Mississippi
-$260K -4,390 Closed
Goldman Sachs
158
Goldman Sachs
New York
-$236K -3,989 Closed
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
-$207K -3,489 Closed
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
-$90.9K -1,535 Closed
TSMHT
161
Thurston Springer Miller Herd & Titak
Indiana
-$2.25K -38 Closed
NWM
162
Nova Wealth Management
Florida
-$1.95K -33 Closed