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JPMorgan Small & Mid Cap Enhanced Equity ETF

176 hedge funds and large institutions have $1.59B invested in JPMorgan Small & Mid Cap Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

90% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 42

17% more funds holding

Funds holding: 150176 (+26)

6% more capital invested

Capital invested by funds: $1.5B → $1.59B (+$92.6M)

0.94% more ownership

Funds ownership: 74.07%75.01% (+0.94%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
176
Holders Change
+26
Holders Change %
+17.33%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
39
Increased
80
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
151
Godsey & Gibb Inc
Virginia
$44.7K +$44.5K +695 New
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$36.8K +$4.48K +70 +14%
Comerica Bank
153
Comerica Bank
Texas
$33.3K -$32.9K -514 -50%
BDS
154
Banco de Sabadell
Florida
$33K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$26.9K +$26.8K +418 New
CAL
156
Capital Analysts LLC
Pennsylvania
$26K
SAM
157
Smartleaf Asset Management
Massachusetts
$25.9K +$25.5K +398 New
ACA
158
Aptus Capital Advisors
Alabama
$24.9K +$128 +2 +0.5%
AWM
159
AE Wealth Management
Kansas
$21.2K +$16.6K +259 +370%
PWAM
160
Private Wealth Asset Management
Iowa
$15.3K
AAP
161
Arax Advisory Partners
Colorado
$14.8K
SIS
162
Strategic Investment Solutions
Illinois
$13.9K
Wells Fargo
163
Wells Fargo
California
$12.9K +$12.9K +201 New
FFA
164
Farther Finance Advisors
California
$12.6K -$128 -2 -1%
CWP
165
Concord Wealth Partners
Virginia
$8.11K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$7.02K +$6.98K +109 New
HI
167
Harbour Investments
Wisconsin
$4.96K
LFG
168
Larson Financial Group
Missouri
$3.67K +$3.65K +57 New
CIAS
169
Capital Investment Advisory Services
North Carolina
$3.45K +$64 +1 +2%
IAIM
170
International Assets Investment Management
Florida
$3.22K +$3.2K +50 New
SS
171
Sunbelt Securities
Texas
$2.64K
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
$2.45K +$2.43K +38 New
FMP
173
Financial Management Professionals
Texas
$2.06K -$1.15K -18 -36%
CBT
174
Crews Bank & Trust
Florida
$1.22K +$1.22K +19 New
CA
175
CoreCap Advisors
Michigan
$1.09K +$1.09K +17 New